MGV icon

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 %
TA
76
TFB Advisors
Kansas
$10.8M 82,292 -2,199 -3%
JJBC
77
James J. Burns & Company
New York
$10.7M 81,797 -990 -1%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.4M 78,059 +3,357 +4%
MWM
79
Modera Wealth Management
New Jersey
$9.9M 75,450 +151 +0.2%
AIA
80
Arcadia Investment Advisors
Idaho
$9.54M 72,738 +72,738 New
WP
81
WealthShield Partners
North Carolina
$9.17M 69,930 +1,085 +2%
TFM
82
Trademark Financial Management
Minnesota
$9.11M 69,474 +23,975 +53%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$8.43M 64,206 +24,638 +62%
PI
84
Pachira Investments
California
$8.36M 63,753 +3,799 +6%
QFA
85
Quattro Financial Advisors
Texas
$8.1M 61,764 -3,934 -6%
Wealthfront Advisers
86
Wealthfront Advisers
California
$8M 60,986 -13,763 -18%
CP
87
Capital Planning
Washington
$7.78M 58,964 -50,321 -46%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$7.41M 56,509 -5,890 -9%
PFM
89
Phillips Financial Management
Indiana
$7.38M 56,249 -101 -0.2%
CA
90
Calton & Associates
Florida
$7.34M 55,956 +8,844 +19%
TCBWMS
91
Texas Capital Bank Wealth Management Services
Texas
$7.09M 54,038 -2,765 -5%
GFA
92
Gladwyn Financial Advisors
Virginia
$7.01M 53,401 +53,401 New
FWA
93
FSC Wealth Advisors
New York
$6.97M 53,126 +625 +1%
CFAM
94
Center For Asset Management
Florida
$6.93M 55,664 +13,865 +33%
Goldman Sachs
95
Goldman Sachs
New York
$6.93M 52,803 +46 +0.1%
FA
96
Fiduciary Alliance
South Carolina
$6.86M 52,294 +52,294 New
HR
97
Howe & Rusling
New York
$6.77M 51,615 +11,479 +29%
Comerica Bank
98
Comerica Bank
Texas
$6.42M 48,936 -258 -0.5%
WAM
99
WNY Asset Management
New York
$6.38M 48,616 +704 +1%
BWP
100
BSW Wealth Partners
Colorado
$6.2M 47,224 -16,928 -26%
2 3
4
5 6