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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 %
PTC
401
Private Trust Company
Ohio
$218K +$190K +1,450 +690%
OCM
402
One Capital Management
California
$215K – – –
BWM
403
Brown Wealth Management
Illinois
$214K +$1.31K +10 +0.6%
AF
404
Apexium Financial
Texas
$213K – – –
SIG
405
Stonegate Investment Group
Alabama
$210K – – –
UAG
406
United Advisor Group
Ohio
$209K -$271K -2,064 -56%
MF
407
Manchester Financial
California
$204K – – –
UF
408
Univest Financial
Pennsylvania
$204K – – –
SWA
409
Stratos Wealth Advisors
Ohio
$203K +$203K +1,545 New
GWM
410
Geneos Wealth Management
Colorado
$193K -$234K -1,782 -55%
SS
411
SBI Securities
Japan
$188K -$1.97K -15 -1%
FWP
412
FAS Wealth Partners
Kansas
$182K +$182K +1,385 New
PWA
413
Provenance Wealth Advisors
Florida
$165K +$165K +1,261 New
BlackRock
414
BlackRock
New York
$164K +$60.7K +463 +59%
ABWM
415
Alpine Bank Wealth Management
Colorado
$157K – – –
UB
416
UMB Bank
Missouri
$147K -$17.5K -133 -11%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$143K – – –
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K +$140K +1,062 New
WH
419
Wallace Hart
Kentucky
$133K +$133K +1,011 New
CAL
420
Capital Analysts LLC
Pennsylvania
$132K – – –
BHWM
421
Beaird Harris Wealth Management
Texas
$131K +$131K +1,000 New
CW
422
Curio Wealth
Maryland
$128K +$128K +973 +16,217%
MCM
423
MV Capital Management
Maryland
$122K – – –
EWM
424
Evolution Wealth Management
Florida
$116K +$116K +883 New
DIP
425
DT Investment Partners
Pennsylvania
$113K – – –
15 16
17
18 19