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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

483 hedge funds and large institutions have $6.72B invested in Vanguard Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 124 reducing their positions, and 20 closing their positions.

Holders
483
Holders Change
+19
Holders Change %
+4.09%
% of All Funds
6.49%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.58%
New
51
Increased
176
Reduced
124
Closed
20
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
-$4.18M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$125M
2
AssetMark Inc
2
AssetMark Inc
California
$1.99B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$66.9M
4
Bank of America
4
Bank of America
North Carolina
$575M
5
PWM
5
Praetorian Wealth Management
California
$41.5M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.29M
2
BDF
2
Black Diamond Financial
Maryland
$78.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$173M
4
CP
4
Capital Planning
Washington
$7.78M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
51
Sheridan Capital Management
California
$17.4M 132,478 -15,105 -10%
CAM
52
Cresset Asset Management
Illinois
$16.5M 125,263 -305 -0.2%
MWA
53
MFA Wealth Advisors
Pennsylvania
$16.5M 125,779 +229 +0.2%
VBWMG
54
Von Berge Wealth Management Group
California
$15.9M 120,420 +3,149 +3%
SCM
55
SOL Capital Management
Maryland
$15.4M 117,739 +19,546 +20%
AAP
56
Arax Advisory Partners
Colorado
$15.1M 114,850 +31,399 +38%
KV
57
Kickstand Ventures
New York
$15M 114,168 +114,168 New
WA
58
Waverly Advisors
Alabama
$14.6M 111,079 +1,150 +1%
PAG
59
Private Advisor Group
New Jersey
$14.5M 110,609 +3,529 +3%
DADC
60
D.A. Davidson & Co
Montana
$14.3M 108,895 +1,536 +1%
BCG
61
Breakwater Capital Group
New Jersey
$14.1M 107,168 +4,547 +4%
AWS
62
Atria Wealth Solutions
New York
$13.9M 105,688 -15,969 -13%
Creative Planning
63
Creative Planning
Kansas
$13.6M 103,368 -206 -0.2%
SAMT
64
Select Asset Management & Trust
Pennsylvania
$13.5M 102,959 +10 +0%
US Bancorp
65
US Bancorp
Minnesota
$13.5M 102,710 +703 +0.7%
CA
66
Crumly & Associates
Illinois
$13.2M 100,858 +14,779 +17%
EWM
67
Empirical Wealth Management
Washington
$13.2M 100,663 -1,012 -1%
HWM
68
HB Wealth Management
Georgia
$11.8M 89,617 -5,112 -5%
SI
69
Stephens Inc
Arkansas
$11.7M 88,890 +6,515 +8%
AWP
70
Avid Wealth Partners
Texas
$11.6M 87,658 +19,831 +29%
PSCM
71
Per Stirling Capital Management
Texas
$11.5M 87,981 +42,535 +94%
AWA
72
ARQ Wealth Advisors
Arizona
$11.2M 86,568 – –
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$11.1M 84,837 +22,693 +37%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$10.9M 83,305 -3,465 -4%
QWM
75
Quadcap Wealth Management
Texas
$10.9M 83,244 +4,334 +5%
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