Vanguard Morningstar Mega Cap Value ETF
495 hedge funds and large institutions have $6.76B invested in Vanguard Morningstar Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 178 increasing their positions, 127 reducing their positions, and 20 closing their positions.
160% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 20
40% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 127
10% more capital invested
Capital invested by funds: $6.12B → $6.76B (+$638M)
10% more funds holding in top 10
Funds holding in top 10: 39 → 43 (+4)
6% more funds holding
Funds holding: 469 → 495 (+26)
2.54% more ownership
Funds ownership: 69.69% → 72.23% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$117M |
| 2 |
AssetMark Inc
Concord,
California
|
+$47.4M |
| 3 |
JP Morgan Chase
New York
|
+$41.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$40M |
| 5 |
PWM
Praetorian Wealth Management
Carmel,
California
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$15.6M |
| 2 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$10.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.42M |
| 4 |
CP
Capital Planning
Bellevue,
Washington
|
-$6.31M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.11M |
MGV Hedge Fund Activity: Q2 2025 in Review
495 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2025, worth a combined $6.76B — up 10% from $6.12B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MGV positions and 20 closed out — a net gain of 32 holders — while 178 added to existing stakes and 127 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $117M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $15.6M.
- 495 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2025, up from 469 in Q1 2025.
- Funds reported $6.76B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 52 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2025 and 20 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2025 was Osaic Holdings, an estimated $117M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $15.6M sold.
Based on aggregated 13F filings for Q2 2025.