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Vanguard Mega Cap Value ETF
MGV

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: 542 → 567 (+25)

4% more funds holding in top 10

Funds holding in top 10: 49 → 51 (+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

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$70.9M
2
Cerity Partners
Cerity Partners
New York
+$36.3M
3
BPA
Beacon Pointe Advisors
California
+$24.6M
4
AssetMark Inc
AssetMark Inc
California
+$24.6M
5
Bank of America
Bank of America
North Carolina
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
-$43M
2
SCM
SOL Capital Management
Maryland
-$16.8M
3
UBS Group
UBS Group
Switzerland
-$10.8M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.29M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$7.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
351
Bay Capital Advisors
Virginia
$507K – – –
VAG
352
VisionPoint Advisory Group
Texas
$507K +$38.2K +258 +8%
WI
353
Westbourne Investments
Virginia
$501K – – –
Bessemer Group
354
Bessemer Group
New Jersey
$488K – – –
DWAM
355
Duncan Williams Asset Management
Tennessee
$486K – – –
LA
356
LWM Advisors
California
$482K +$2.96K +20 +0.6%
FFW
357
Fusion Family Wealth
New York
$477K – – –
MWA
358
Monograph Wealth Advisors
California
$472K – – –
BWM
359
BCO Wealth Management
New Mexico
$470K – – –
AT
360
Avalon Trust
New Mexico
$469K – – –
PS
361
Principal Securities
Iowa
$457K +$13.3K +90 +3%
NW
362
NewEdge Wealth
Pennsylvania
$457K +$2.07K +14 +0.4%
NRG
363
Nemes Rush Group
Michigan
$454K – – –
FSA
364
Fort Sheridan Advisors
Illinois
$453K -$15.7K -106 -3%
S4W
365
Solutions 4 Wealth
Texas
$433K +$443K +2,990 New
RLWM
366
RF&L Wealth Management
Massachusetts
$424K – – –
RIS
367
Retirement Income Solutions
Michigan
$415K – – –
FWA
368
FSC Wealth Advisors
New York
$415K -$2.32M -15,647 -85%
EPW
369
Endeavor Private Wealth
Kansas
$415K – – –
CJ
370
Caitlin John
Michigan
$414K +$24.4K +165 +6%
PWMG
371
Prestige Wealth Management Group
New Jersey
$409K – – –
WG
372
Welch Group
Alabama
$408K -$38.4K -259 -8%
BFG
373
Berger Financial Group
Minnesota
$402K -$593 -4 -0.1%
EFS
374
Essex Financial Services
Connecticut
$400K – – –
RWM
375
Ritholtz Wealth Management
New York
$398K -$17.3K -117 -4%
13 14
15
16 17

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.