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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
KTM
576
Keeler Thomas Management
Utah
-$581K -4,114 Closed
TWP
577
Triad Wealth Partners
Kansas
-$355K -2,517 Closed
RL
578
Retireful LLC
Michigan
-$356K -2,505 Closed
BWA
579
Boulder Wealth Advisors
Colorado
-$352K -2,496 Closed
VCP
580
Verus Capital Partners
Arizona
-$342K -2,420 Closed
AWA
581
Arete Wealth Advisors
Illinois
-$312K -2,210 Closed
KAS
582
KPP Advisory Services
Kentucky
-$306K -2,168 Closed
TIAA Trust, National Association
583
TIAA Trust, National Association
North Carolina
-$272K -1,926 Closed
Thrivent Financial for Lutherans
584
Thrivent Financial for Lutherans
Minnesota
-$261K -1,834 Closed
GAA
585
Global Assets Advisory
Florida
-$226K -1,599 Closed
BFA
586
Brown Financial Advisory
Alabama
-$224K -1,587 Closed
OCM
587
Orleans Capital Management
Louisiana
-$212K -1,500 Closed
UAG
588
United Advisor Group
Ohio
-$211K -1,494 Closed
CIA
589
Cape Investment Advisory
Georgia
-$105K -741 Closed
FHA
590
Flagship Harbor Advisors
Massachusetts
-$88.4K -626 Closed
GSWM
591
Golden State Wealth Management
California
-$78.1K -553 Closed
B
592
Birchbrook
Maine
-$21.2K -150 Closed
BTI
593
Blue Trust Inc
Georgia
-$14.1K -100 Closed
QA
594
Quattro Advisors
Pennsylvania
-$11.6K -82 Closed
MCA
595
McGuire Capital Advisors
Oklahoma
-$3.53K -25 Closed
PCFFS
596
Pacific Center for Financial Services
California
-$1.65K -12 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.