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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
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$21.6M +$278K +1,873 +1%
SCM
52
Sheridan Capital Management
California
$21.6M +$653K +4,407 +3%
AWM
53
Avior Wealth Management
Nebraska
$21.5M -$6.37M -42,985 -22%
AFA
54
AllGen Financial Advisors
Florida
$21.3M -$2.45M -16,517 -10%
HI
55
Harbour Investments
Wisconsin
$20.7M +$674K +4,551 +3%
SAMT
56
Select Asset Management & Trust
Pennsylvania
$20.2M +$5.05M +34,070 +32%
MIC
57
Means Investment Company
Maine
$19.8M -$455K -3,073 -2%
AAP
58
Arax Advisory Partners
Colorado
$18.9M +$917K +6,188 +5%
CAM
59
Cresset Asset Management
Illinois
$18.3M +$104K +700 +0.6%
KV
60
Kickstand Ventures
New York
$17.7M +$234K +1,580 +1%
EWM
61
Empirical Wealth Management
Washington
$17.6M +$432K +2,916 +2%
DADC
62
D.A. Davidson & Co
Montana
$17.3M +$544K +3,671 +3%
PI
63
Pachira Investments
California
$17.1M +$2.61M +17,640 +18%
WA
64
Waverly Advisors
Alabama
$16.4M +$223K +1,504 +1%
RMS
65
Retirement Management Systems
Maryland
$16.4M -$220K -1,488 -1%
US Bancorp
66
US Bancorp
Minnesota
$16.2M +$159K +1,073 +1%
AAS
67
Annex Advisory Services
Wisconsin
$16.1M +$2.81M +18,950 +20%
Creative Planning
68
Creative Planning
Kansas
$15M +$181K +1,223 +1%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$14.8M +$11M +74,051 +263%
AWP
70
Avid Wealth Partners
Texas
$14.6M +$762K +5,144 +5%
PAG
71
Private Advisor Group
New Jersey
$14.2M +$365K +2,465 +3%
HWM
72
HB Wealth Management
Georgia
$14.2M -$3.11K -21 -0%
MML Investors Services
73
MML Investors Services
Massachusetts
$13.6M -$2.41M -16,235 -15%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$758K +5,116 +6%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$13.2M +$2.01M +13,566 +17%

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.