MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

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
+24
Holders Change %
+5.17%
% of All Funds
6.54%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.58%
New
52
Increased
177
Reduced
126
Closed
20
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
-$4.18M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$103M
2
AssetMark Inc
AssetMark Inc
California
+$49.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$43.7M
4
Bank of America
Bank of America
North Carolina
+$41.9M
5
PWM
Praetorian Wealth Management
California
+$41.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$16.3M
2
BDF
Black Diamond Financial
Maryland
-$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.81M
4
CP
Capital Planning
Washington
-$6.64M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
326
Main Street Financial Solutions
Pennsylvania
$390K – – –
RLWM
327
RF&L Wealth Management
Massachusetts
$383K – – –
HIP
328
HUB Investment Partners
Texas
$381K +$28.1K +214 +8%
CJ
329
Caitlin John
Michigan
$379K – – –
SPW
330
Sonoma Private Wealth
California
$376K – – –
RWM
331
Ritholtz Wealth Management
New York
$376K – – –
RIS
332
Retirement Income Solutions
Michigan
$376K – – –
PWMG
333
Prestige Wealth Management Group
New Jersey
$372K – – –
VAG
334
VisionPoint Advisory Group
Texas
$372K +$372K +2,835 New
AR
335
Apeiron RIA
Texas
$364K – – –
CPC
336
CFC Planning Company
Indiana
$360K +$47.5K +362 +15%
ST
337
Spinnaker Trust
Maine
$358K – – –
Betterment LLC
338
Betterment LLC
New York
$358K +$11.8K +90 +3%
EFS
339
Essex Financial Services
Connecticut
$356K – – –
FA
340
Financial Alternatives
California
$355K – – –
DIA
341
Dana Investment Advisors
Wisconsin
$354K +$33.3K +254 +10%
JFG
342
Jefferies Financial Group
New York
$350K +$350K +2,668 New
PA
343
Parallel Advisors
California
$344K – – –
FSA
344
Fort Sheridan Advisors
Illinois
$342K +$91.2K +695 +36%
IRAG
345
Investment Research & Advisory Group
Georgia
$342K – – –
GSIAS
346
Garden State Investment Advisory Services
New Jersey
$340K +$131 +1 +0%
PP
347
PrairieView Partners
Minnesota
$339K – – –
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$330K – – –
PS
349
Principal Securities
Iowa
$329K +$30.8K +235 +10%
FFN
350
Focus Financial Network
Minnesota
$320K +$77.8K +590 +32%
12 13
14
15 16