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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 %
CCFM
351
Clear Creek Financial Management
Washington
$318K -$367K -2,798 -54%
VA
352
Valmark Advisers
Ohio
$312K – – –
NHC
353
Nicholas Hoffman & Company
Georgia
$312K – – –
KTM
354
Keeler Thomas Management
Utah
$309K +$309K +2,353 New
ACA
355
Aptus Capital Advisors
Alabama
$306K -$131K -996 -30%
SIC
356
Sterling Investment Counsel
New York
$297K +$18.2K +139 +7%
PAS
357
Park Avenue Securities
New York
$297K +$31.5K +240 +12%
MAG
358
M3 Advisory Group
Massachusetts
$294K +$38.2K +291 +15%
PWM
359
Prosperity Wealth Management
California
$293K +$5.25K +40 +2%
PL
360
Plancorp LLC
Missouri
$289K -$6.3K -48 -2%
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$287K +$1.31K +10 +0.5%
CCM
362
Cloud Capital Management
Washington
$287K – – –
LCM
363
Lazari Capital Management
California
$285K – – –
LI
364
LRI Investments
Florida
$283K – – –
CAC
365
Certified Advisory Corp
Florida
$282K -$6.82K -52 -2%
CL
366
CVFG LLC
Indiana
$281K – – –
PCWA
367
Pacific Capital Wealth Advisors
California
$278K – – –
PCA
368
Prosperity Capital Advisors
Ohio
$278K – – –
ANTB
369
AMG National Trust Bank
Colorado
$276K -$2.62K -20 -0.9%
BFA
370
Brown Financial Advisory
Alabama
$274K +$274K +2,091 New
Bank of New York Mellon
371
Bank of New York Mellon
New York
$274K – – –
FIA
372
Foundations Investment Advisors
Arizona
$271K -$2.38M -18,161 -90%
KAS
373
KPP Advisory Services
Kentucky
$270K -$24.8K -189 -8%
MFA
374
McClarren Financial Advisors
Pennsylvania
$270K -$16.8K -128 -6%
LFG
375
Lockerman Financial Group
California
$267K +$37.5K +286 +16%
13 14
15
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