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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
PWM
451
Perigon Wealth Management
California
$217K
JSC
452
Jackson Square Capital
California
$213K
FTWA
453
Fifth Third Wealth Advisors
Ohio
$211K +$4K +27 +2%
BEI
454
Benjamin Edwards Inc
Missouri
$211K
FA
455
Flagstar Advisors
New York
$210K +$215K +1,448 New
SHFA
456
SC&H Financial Advisors
Maryland
$210K
BlackRock
457
BlackRock
New York
$208K
FBFS
458
First Business Financial Services
Wisconsin
$205K +$209K +1,411 New
UF
459
Univest Financial
Pennsylvania
$204K +$208K +1,404 New
HA
460
Heffernan Advisory
Arizona
$202K +$207K +1,395 New
RFA
461
Resurgent Financial Advisors
Georgia
$202K +$206K +1,392 New
SCM
462
Sollinda Capital Management
Florida
$201K -$80.5K -543 -28%
FWP
463
FAS Wealth Partners
Kansas
$201K
BFA
464
Beaumont Financial Advisors
Massachusetts
$200K +$205K +1,381 New
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
$191K -$80.6K -544 -29%
PWA
466
Provenance Wealth Advisors
Florida
$183K
EWM
467
Evolution Wealth Management
Florida
$181K
TBFA
468
Three Bearings Fiduciary Advisors
New Hampshire
$172K +$445 +3 +0.3%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$155K -$4K -27 -2%
CAL
470
Capital Analysts LLC
Pennsylvania
$142K
UB
471
UMB Bank
Missouri
$136K -$23.4K -158 -14%
CW
472
Curio Wealth
Maryland
$135K
MCM
473
MV Capital Management
Maryland
$135K
DWP
474
Destiny Wealth Partners
Florida
$135K +$137K +928 New
DIP
475
DT Investment Partners
Pennsylvania
$125K

MGV Hedge Fund Activity: Q1 2026 in Review

567 of the 8,126 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.