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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
CTC
476
Central Trust Company
Missouri
$123K
TCM
477
Triumph Capital Management
Colorado
$120K +$2.96K +20 +2%
HNB
478
Huntington National Bank
Ohio
$116K
FGAM
479
Financial Gravity Asset Management
Texas
$103K
FCAS
480
First Command Advisory Services
Texas
$102K
SIS
481
Sound Income Strategies
Florida
$98.2K -$98.1K -662 -49%
BIAS
482
Beacon Investment Advisory Services
New Jersey
$96.7K +$98.8K +667 New
PK
483
Pflug Koory
Nebraska
$79.2K
HIA
484
Harbor Investment Advisory
Maryland
$75.4K +$77K +520 New
IA
485
IFG Advisory
Georgia
$75.1K +$76.8K +518 New
MWM
486
Mascoma Wealth Management
New Hampshire
$70.3K
DF
487
Dunhill Financial
United Kingdom
$70.3K +$71.9K +485 New
SC
488
SouthState Corp
Florida
$69.6K
BCWM
489
Bartlett & Co Wealth Management
Ohio
$68.5K
S
490
SignatureFD
Georgia
$64.9K +$15.9K +107 +31%
WG
491
Wellington Group
Indiana
$64.1K
LFG
492
Larson Financial Group
Missouri
$63.9K -$1.93K -13 -3%
TLA
493
Tanglewood Legacy Advisors
Texas
$62.8K
WCAMG
494
Woodard & Company Asset Management Group
North Carolina
$58.7K
HAP
495
Harbor Asset Planning
Massachusetts
$58.6K +$296 +2 +0.5%
CSB
496
City State Bank
Iowa
$58K +$44.5K +300 +300%
TVWM
497
Tower View Wealth Management
Wisconsin
$58K +$59.3K +400 New
RMP
498
Richards, Merrill & Peterson
Washington
$54.4K
AWM
499
Angeles Wealth Management
California
$51.5K
VR
500
Vision Retirement
New Jersey
$48.6K

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.