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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
PIA
26
Petredis Investment Advisors
Pennsylvania
$53.3M +$556K +3,754 +1%
Stifel Financial
27
Stifel Financial
Missouri
$53M +$2.02M +13,642 +4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$49.6M +$3.47M +23,428 +7%
AA
29
Apriem Advisors
California
$45.7M +$9.2M +62,118 +25%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$42.3M -$7.32M -49,395 -14%
PFA
31
Pure Financial Advisors
California
$42.2M -$894K -6,036 -2%
Cerity Partners
32
Cerity Partners
New York
$38.4M +$36.3M +245,296 +1,587%
BIA
33
BHK Investment Advisors
Alabama
$32M -$1.54M -10,412 -5%
BPAMU
34
BTG Pactual Asset Management US
New York
$31.1M +$3M +20,222 +10%
SAM
35
Smartleaf Asset Management
Massachusetts
$30.9M -$565K -3,812 -2%
BWP
36
Bernardo Wealth Planning
Pennsylvania
$30.7M -$1.28M -8,633 -4%
ICMM
37
Integrated Capital Management (Michigan)
Michigan
$29.9M +$752K +5,077 +3%
BWM
38
Braeburn Wealth Management
Michigan
$29.3M +$2.77M +18,665 +10%
CA
39
Capital Advantage
California
$28.7M +$68K +459 +0.2%
ZC
40
Zeit Capital
Colorado
$27.4M -$171K -1,155 -0.6%
BPA
41
Beacon Pointe Advisors
California
$26.6M +$24.6M +166,266 +974%
TAM
42
Titleist Asset Management
Texas
$26.5M +$3.14M +21,204 +13%
EPP
43
ETF Portfolio Partners
Kansas
$25.6M +$224K +1,513 +0.9%
LIM
44
Leavell Investment Management
Alabama
$25.5M +$1.05M +7,112 +4%
GK
45
Graney & King
New York
$25.2M +$831K +5,611 +3%
BEC
46
Blue Edge Capital
Virginia
$23M -$2.56M -17,249 -10%
SC
47
Savant Capital
Illinois
$23M +$34.2K +231 +0.1%
BCG
48
Breakwater Capital Group
New Jersey
$22.7M +$1.52M +10,276 +7%
AA
49
Armis Advisers
Georgia
$22.2M +$641K +4,327 +3%
MFG
50
Marmo Financial Group
Tennessee
$21.9M +$72.6K +490 +0.3%

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.