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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
ATPW
501
Ashton Thomas Private Wealth
Arizona
$44.1K +$45K +304 New
BHWM
502
Bay Harbor Wealth Management
Maryland
$43.2K +$9.04K +61 +26%
SFG
503
Strive Financial Group
Indiana
$43K
MIM
504
MTM Investment Management
South Carolina
$40.7K
FLP
505
Financial Life Planners
Arizona
$40K +$40.9K +276 New
KFI
506
Key Financial Inc
Pennsylvania
$39.9K
Franklin Resources
507
Franklin Resources
California
$39.3K
RF
508
Robinswood Financial
Washington
$36.7K
CT
509
Clearstead Trust
Maine
$36.7K
BFS
510
Bare Financial Services
Pennsylvania
$36.5K -$15.3K -103 -29%
Barclays
511
Barclays
United Kingdom
$36.2K +$37K +250 New
FHC
512
First Horizon Corporation
Tennessee
$33.8K -$1.93K -13 -5%
DWS
513
Dynamic Wealth Strategies
California
$33.2K
KG
514
Kilter Group
New York
$32K
ATC
515
Adirondack Trust Company
New York
$30.4K
RFP
516
Root Financial Partners
California
$29.9K
SWP
517
Strategic Wealth Partners
Ohio
$27K
GSEP
518
Golden State Equity Partners
California
$26.1K +$26.7K +180 New
SRCM
519
Signature Resources Capital Management
California
$24.2K +$1.04K +7 +4%
HFS
520
Hantz Financial Services
Michigan
$24K +$4.3K +29 +21%
DJSG
521
D.J. St. Germain
Massachusetts
$22.8K
NS
522
NBC Securities
Alabama
$22K
SA
523
Seneschal Advisors
Washington
$21.7K
AIM
524
Anchor Investment Management
South Carolina
$21.5K
SWA
525
SOA Wealth Advisors
New York
$20.4K

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.