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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 %
SIA
26
Strategic Investment Advisors
Michigan
$41.3M +$3.26M +24,807 +9%
PFA
27
Pure Financial Advisors
California
$37.2M +$175K +1,332 +0.5%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$31.1M -$179K -1,368 -0.6%
AA
29
Apriem Advisors
California
$29.5M +$11.9M +90,468 +67%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$27.3M +$4.59M +34,991 +20%
SAM
31
Smartleaf Asset Management
Massachusetts
$27.3M +$264K +2,015 +1%
BPA
32
Beacon Pointe Advisors
California
$26.7M +$78.1K +595 +0.3%
BIA
33
BHK Investment Advisors
Alabama
$26.7M -$83.8K -639 -0.3%
CA
34
Capital Advantage
California
$26.1M -$22.2K -169 -0.1%
BPAMU
35
BTG Pactual Asset Management US
New York
$25.9M +$1.27M +9,677 +5%
ZC
36
Zeit Capital
Colorado
$25.1M +$137K +1,043 +0.5%
AAS
37
Avantax Advisory Services
Texas
$23.3M -$1.36M -10,389 -6%
EPP
38
ETF Portfolio Partners
Kansas
$22.3M -$128K -975 -0.6%
MFG
39
Marmo Financial Group
Tennessee
$22.1M +$345K +2,627 +2%
BEC
40
Blue Edge Capital
Virginia
$22M -$266K -2,031 -1%
SC
41
Savant Capital
Illinois
$21.6M -$350K -2,667 -2%
LIM
42
Leavell Investment Management
Alabama
$21.6M +$610K +4,625 +3%
MIC
43
Means Investment Company
Maine
$21.4M -$1.21M -9,249 -5%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$5.35M +40,769 +38%
GK
45
Graney & King
New York
$19.3M +$16.1M +122,413 +493%
HI
46
Harbour Investments
Wisconsin
$19.1M +$120K +916 +0.6%
AFA
47
AllGen Financial Advisors
Florida
$18.5M +$18.5M +141,057 New
TAM
48
Titleist Asset Management
Texas
$17.9M +$4.75M +36,219 +36%
AWM
49
Avior Wealth Management
Nebraska
$17.8M +$1.42M +10,792 +9%
WANY
50
Wealthspire Advisors (New York)
New York
$17.4M -$2.67M -20,352 -13%
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