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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
AWM
551
Abound Wealth Management
Tennessee
$10.2K +$10.4K +70 New
CWM
552
Cranbrook Wealth Management
Michigan
$9.71K
AUB
553
Atlantic Union Bankshares
Virginia
$9.57K +$9.78K +66 New
TWIM
554
TIAA Wealth Investment Management
New York
$8.13K +$8.45K +57 New
AA
555
Ancora Advisors
Ohio
$7.89K -$4.89K -33 -38%
FDW
556
Fourth Dimension Wealth
Ohio
$7.25K
CPBTD
557
Central Pacific Bank - Trust Division
Hawaii
$7.1K +$4.74K +32 +188%
BNP Paribas Financial Markets
558
BNP Paribas Financial Markets
France
$5.8K -$7.4M -49,965 -100%
TSMHT
559
Thurston Springer Miller Herd & Titak
Indiana
$5.8K -$18.5K -125 -76%
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.21K -$53K -358 -91%
PMFA
561
Plante Moran Financial Advisors
Michigan
$4.49K
PGAM
562
Princeton Global Asset Management
New Jersey
$4.2K
Citigroup
563
Citigroup
New York
$3.62K +$3.7K +25 New
TWM
564
TopTier Wealth Management
Wisconsin
$3.16K +$3.26K +22 New
HHCP
565
Hilton Head Capital Partners
South Carolina
$2.61K
PWA
566
Physician Wealth Advisors
Utah
$2.46K +$2.52K +17 New
EB
567
Eastern Bank
Massachusetts
$2.46K -$138K -931 -98%
PWM
568
Proathlete Wealth Management
Florida
$1.62K
SW
569
SteelPeak Wealth
California
-$43M -304,412 Closed
SCM
570
SOL Capital Management
Maryland
-$16.8M -118,720 Closed
DAS
571
Diversify Advisory Services
Utah
-$4.82M -32,806 Closed
RFM
572
Royal Fund Management
Florida
-$4.35M -30,784 Closed
JWCA
573
J.W. Cole Advisors
Florida
-$1.21M -12,948 Closed
SG Americas Securities
574
SG Americas Securities
New York
-$613K -4,346 Closed
TRCT
575
Tower Research Capital (TRC)
New York
-$582K -4,126 Closed

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.