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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
JFG
376
Jefferies Financial Group
New York
$393K +$2.22K +15 +0.6%
FA
377
Financial Alternatives
California
$392K
OFO
378
OneAscent Family Office
Alabama
$382K +$80.5K +543 +26%
KA
379
Kovack Advisors
Florida
$380K +$67.6K +456 +21%
GSIAS
380
Garden State Investment Advisory Services
New Jersey
$375K +$21.9K +148 +6%
SWM
381
Spire Wealth Management
Virginia
$374K +$94.5K +638 +33%
SB
382
Strategic Blueprint
Georgia
$371K
SIC
383
Sterling Investment Counsel
New York
$370K +$98.5K +665 +35%
RF
384
Rossby Financial
Florida
$370K +$287K +1,934 +317%
VA
385
Valmark Advisers
Ohio
$369K +$14.7K +99 +4%
PAS
386
Park Avenue Securities
New York
$367K -$18.7K -126 -5%
AR
387
Apeiron RIA
Texas
$362K
PA
388
Parallel Advisors
California
$360K
ST
389
Spinnaker Trust
Maine
$358K -$18.7K -126 -5%
ACA
390
Aptus Capital Advisors
Alabama
$356K +$30.4K +205 +9%
AFA
391
AA Financial Advisors
Ohio
$354K +$13K +88 +4%
DIA
392
Dana Investment Advisors
Wisconsin
$351K -$148 -1 -0%
NHC
393
Nicholas Hoffman & Company
Georgia
$345K
CCM
394
Cloud Capital Management
Washington
$336K +$18.7K +126 +6%
VCA
395
Verdence Capital Advisors
Maryland
$332K +$340K +2,294 New
WAS
396
Westco Advisory Services
New York
$332K -$1.19K -8 -0.3%
ANTB
397
AMG National Trust Bank
Colorado
$332K +$28.2K +190 +9%
PL
398
Plancorp LLC
Missouri
$328K
AFP
399
Ausdal Financial Partners
Iowa
$327K +$49K +331 +17%
CL
400
CVFG LLC
Indiana
$323K

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.