MGV icon

Vanguard Mega Cap Value ETF

488 hedge funds and large institutions have $6.73B invested in Vanguard Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 177 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$276K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
301
Westbourne Investments
Virginia
$488K
OAS
302
Optivise Advisory Services
Tennessee
$485K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$478K
BMD
304
Better Money Decisions
New Mexico
$477K
PFA
305
Pillar Financial Advisors
Kentucky
$476K
SPA
306
Sentinel Pension Advisors
Massachusetts
$471K
OC
307
OxenFree Capital
Florida
$469K
BCA
308
Bay Capital Advisors
Virginia
$459K
WCM
309
Wealthcare Capital Management
Virginia
$455K
Citadel Advisors
310
Citadel Advisors
Florida
$451K
LWMI
311
Legacy Wealth Management (Idaho)
Idaho
$442K
LIS
312
Legacy Investment Solutions
Idaho
$442K
Bessemer Group
313
Bessemer Group
New Jersey
$442K
SWP
314
Summit Wealth Partners
Florida
$438K
BWM
315
BCO Wealth Management
New Mexico
$437K
LA
316
LWM Advisors
California
$434K
FFW
317
Fusion Family Wealth
New York
$432K
AT
318
Avalon Trust
New Mexico
$424K
D.E. Shaw & Co
319
D.E. Shaw & Co
New York
$418K
CCB
320
Country Club Bank
Missouri
$414K
WG
321
Welch Group
Alabama
$413K
BFG
322
Berger Financial Group
Minnesota
$411K
AFA
323
Antonelli Financial Advisors
Michigan
$404K
DWAM
324
Duncan Williams Asset Management
Tennessee
$394K
SOS
325
Silver Oak Securities
Tennessee
$391K