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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
AWM
401
Aprio Wealth Management
Georgia
$321K +$328K +2,216 New
CAM
402
Concorde Asset Management
Michigan
$316K +$1.78K +12 +0.6%
LI
403
LRI Investments
Florida
$313K
Betterment LLC
404
Betterment LLC
New York
$308K -$3.26K -22 -1%
MAG
405
M3 Advisory Group
Massachusetts
$305K +$296 +2 +0.1%
LCM
406
Lazari Capital Management
California
$305K -$10.2K -69 -3%
MFA
407
McClarren Financial Advisors
Pennsylvania
$304K +$165K +1,112 +113%
PCWA
408
Pacific Capital Wealth Advisors
California
$304K
CAC
409
Certified Advisory Corp
Florida
$304K -$9.04K -61 -3%
AFA
410
Antonelli Financial Advisors
Michigan
$303K -$1.33K -9 -0.4%
LFG
411
Lockerman Financial Group
California
$300K +$2.67K +18 +0.9%
AGP
412
Aspire Growth Partners
Florida
$300K +$1.78K +12 +0.6%
PFPG
413
Pinnacle Financial Partners (Georgia)
Georgia
$291K +$296 +2 +0.1%
SFC
414
Strategic Financial Concepts
Texas
$291K +$298K +2,008 New
RW
415
RVW Wealth
California
$290K
TW
416
TritonPoint Wealth
Maryland
$290K
GTAM
417
Global Trust Asset Management
Florida
$286K +$57K +385 +24%
BWM
418
Brown Wealth Management
Illinois
$285K +$40.2K +271 +16%
IWM
419
IHT Wealth Management
Illinois
$280K +$25.3K +171 +10%
VNT
420
Vanguard National Trust
Pennsylvania
$278K +$284K +1,917 New
VAS
421
Vestmark Advisory Solutions
Massachusetts
$277K +$296 +2 +0.1%
FPAS
422
Focus Partners Advisor Solutions
Missouri
$276K -$282K -1,903 -50%
JIP
423
Jaffetilchin Investment Partners
Florida
$275K +$281K +1,898 New
TCIIS
424
TIAA-CREF Individual & Institutional Services
New York
$269K +$275K +1,859 New
WS
425
Wedbush Securities
California
$269K -$123K -828 -31%

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.