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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
CAM
526
Costello Asset Management
Pennsylvania
$20.4K +$148 +1 +0.7%
NFSG
527
Newbridge Financial Services Group
Florida
$20K +$148 +1 +0.7%
NEWAS
528
N.E.W. Advisory Services
Wisconsin
$19.7K
RIL
529
Rothschild Investment LLC
Illinois
$18.6K
GCM
530
Gunpowder Capital Management
Maryland
$18.4K
SEP
531
Signature Equity Partners
Ohio
$16.9K
TWC
532
TD Waterhouse Canada
Ontario, Canada
$15.6K -$28.2K -190 -64%
SWA
533
Strategic Wealth Advisors
Arizona
$15K +$15.6K +105 New
FA
534
Financial Avengers
California
$14.6K
MWA
535
Medallion Wealth Advisors
Connecticut
$14.5K
BWA
536
Basecamp Wealth Advisors
Washington
$14.3K +$14.7K +99 New
HHGA
537
Halbert Hargrove Global Advisors
California
$14.1K
TFGT
538
TS Financial Group (TSFG)
Illinois
$14K
OA
539
Operose Advisors
Wisconsin
$13.2K +$13.5K +91 New
A
540
Allianz
Germany
$12.6K
VWM
541
Valley Wealth Managers
New Jersey
$12.6K
QCG
542
Quadrant Capital Group
Ohio
$12.5K -$247K -1,669 -95%
BA
543
Ballast Advisors
Minnesota
$12.3K +$12.6K +85 New
FCT
544
First Community Trust
Iowa
$11.6K
Q1WB
545
Quest 10 Wealth Builders
Virginia
$10.9K
SGFG
546
Silver Grove Financial Group
New York
$10.9K +$11.1K +75 New
CAM
547
Clarity Asset Management
Iowa
$10.7K -$110K -740 -91%
HPC
548
HM Payson & Co
Maine
$10.4K +$10.7K +72 New
BAM
549
Bellevue Asset Management
Washington
$10.3K +$148 +1 +1%
NB
550
NBT Bank
New York
$10.3K -$10.4K -70 -50%

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.