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Vanguard Mega Cap Value ETF

567 hedge funds and large institutions have $8.14B invested in Vanguard Mega Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

109% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.74M

61% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 146

6% more capital invested

Capital invested by funds: $7.68B → $8.14B (+$455M)

5% more funds holding

Funds holding: 542567 (+25)

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

0.58% more ownership

Funds ownership: 71.97%72.55% (+0.58%)

Holders
567
Holders Change
+25
Holders Change %
+4.61%
% of All Funds
6.98%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.63%
New
66
Increased
235
Reduced
146
Closed
28
Calls
$3.64M
Puts
$1.74M
Net Calls
+$1.9M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
OAS
326
Optivise Advisory Services
Tennessee
$642K +$61K +412 +10%
AC
327
AlphaCore Capital
California
$642K -$92.8K -626 -12%
IAIM
328
International Assets Investment Management
Florida
$630K +$22.5K +152 +4%
GCM
329
Gallacher Capital Management
Colorado
$619K +$88.9K +600 +16%
SPA
330
Sentinel Pension Advisors
Massachusetts
$617K +$16K +108 +3%
WFA
331
Wells Financial Advisors
Massachusetts
$616K -$2.14M -14,476 -77%
PIA
332
Pinion Investment Advisors
Kansas
$615K +$26.8K +181 +4%
CIAS
333
Capital Investment Advisory Services
North Carolina
$600K +$7.11K +48 +1%
GFG
334
Genesis Financial Group
New Jersey
$599K
TCWA
335
Turtle Creek Wealth Advisors
Texas
$591K
SWP
336
Stratos Wealth Partners
Ohio
$586K -$151K -1,020 -20%
ICP
337
Interchange Capital Partners
Pennsylvania
$578K +$255K +1,721 +62%
EF
338
Entrust Financial
Pennsylvania
$574K +$109K +739 +23%
SAI
339
Savvy Advisors Inc
New York
$568K +$580K +3,916 New
SPW
340
Sonoma Private Wealth
California
$566K +$151K +1,019 +35%
Bank of New York Mellon
341
Bank of New York Mellon
New York
$566K +$8.15K +55 +1%
MWA
342
Martel Wealth Advisors
Washington
$558K -$23.6K -159 -4%
BB
343
Bell Bank
North Dakota
$554K +$5.04K +34 +0.9%
GFG
344
Goldstone Financial Group
Illinois
$553K -$90.4K -610 -14%
IRAG
345
Investment Research & Advisory Group
Georgia
$551K +$889 +6 +0.2%
ASN
346
Advisory Services Network
Georgia
$547K -$11K -74 -2%
OC
347
OxenFree Capital
Florida
$530K +$889 +6 +0.2%
EWA
348
Eagle Wealth Advisors
Connecticut
$528K
WPC
349
Waters Parkerson & Co
Louisiana
$520K +$2.96K +20 +0.6%
PFA
350
Pillar Financial Advisors
Kentucky
$509K

MGV Hedge Fund Activity: Q1 2026 in Review

567 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Value ETF (MGV) for Q1 2026, worth a combined $8.14B — up 5.9% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MGV positions and 28 closed out — a net gain of 38 holders — while 235 added to existing stakes and 146 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $70.9M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $43M sold.

  • 567 institutional investors held Vanguard Mega Cap Value ETF (MGV) as of Q1 2026, up from 542 in Q4 2025.
  • Funds reported $8.14B of Vanguard Mega Cap Value ETF stock for Q1 2026, up 5.9% quarter-over-quarter.
  • 66 funds opened new Vanguard Mega Cap Value ETF positions in Q1 2026 and 28 closed out, a net change of +38 holders.
  • The largest Vanguard Mega Cap Value ETF buyer in Q1 2026 was Osaic Holdings, an estimated $70.9M added.
  • The largest Vanguard Mega Cap Value ETF seller in Q1 2026 was SteelPeak Wealth, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2026.