We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 451469 (+18)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+18
Holders Change %
+3.99%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
61
Increased
173
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
BHK Investment Advisors
Alabama
$26.3M -$3.15M -24,356 -11%
SAM
27
Smartleaf Asset Management
Massachusetts
$26.2M -$254K -1,966 -0.9%
BPA
28
Beacon Pointe Advisors
California
$26.2M -$2.05M -15,871 -7%
CA
29
Capital Advantage
California
$24.9M
ZC
30
Zeit Capital
Colorado
$24.5M +$705K +5,454 +3%
BPAMU
31
BTG Pactual Asset Management US
New York
$24.2M +$366K +2,828 +2%
AAS
32
Avantax Advisory Services
Texas
$24.2M +$345K +2,672 +1%
JP Morgan Chase
33
JP Morgan Chase
New York
$22.8M +$8.75M +67,650 +62%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$22.3M +$536K +4,147 +2%
MIC
35
Means Investment Company
Maine
$22.2M -$43.2M -333,814 -66%
EPP
36
ETF Portfolio Partners
Kansas
$22M -$10.9M -84,507 -33%
BEC
37
Blue Edge Capital
Virginia
$21.9M -$49K -379 -0.2%
Osaic Holdings
38
Osaic Holdings
Arizona
$21.5M -$24.1M -186,281 -53%
MFG
39
Marmo Financial Group
Tennessee
$21.3M +$808K +6,252 +4%
SC
40
Savant Capital
Illinois
$20.6M -$1.35M -10,411 -6%
LIM
41
Leavell Investment Management
Alabama
$20.5M +$1.56M +12,028 +8%
WANY
42
Wealthspire Advisors (New York)
New York
$19.7M +$10M +77,566 +102%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$19.3M +$6.39M +49,434 +49%
SCM
44
Sheridan Capital Management
California
$19M +$273K +2,113 +1%
HI
45
Harbour Investments
Wisconsin
$18.6M -$1.84M -14,229 -9%
AA
46
Apriem Advisors
California
$17.3M +$9.34M +72,249 +116%
CAM
47
Cresset Asset Management
Illinois
$16.2M +$123K +951 +0.8%
MWA
48
MFA Wealth Advisors
Pennsylvania
$16.2M +$272K +2,104 +2%
AWM
49
Avior Wealth Management
Nebraska
$16.1M -$101K -782 -0.6%
AWS
50
Atria Wealth Solutions
New York
$15.7M +$325K +2,515 +2%