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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
SI
76
Stephens Inc
Arkansas
$13.1M +$857K +5,781 +7%
SA
77
Sanctuary Advisors
Indiana
$12.8M +$316K +2,133 +2%
AAS
78
Ameritas Advisory Services
Nebraska
$12.8M -$189K -1,278 -1%
AWA
79
ARQ Wealth Advisors
Arizona
$12.2M +$101K +681 +0.8%
GWP
80
Gateway Wealth Partners
Wisconsin
$11.7M +$12M +80,939 New
ACAL
81
ALLSTREET CAPITAL ADVISORS LLC
California
$11.6M +$11.9M +80,095 New
JJBC
82
James J. Burns & Company
New York
$11.5M -$327K -2,208 -3%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$11.3M -$866K -5,844 -7%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$10.9M +$64.2K +433 +0.6%
MWM
85
Modera Wealth Management
New Jersey
$10.8M +$186K +1,258 +2%
PPWM
86
PFG Private Wealth Management
Florida
$10.8M +$3.67M +24,790 +50%
AF
87
Amara Financial
California
$10.5M +$2.27M +15,297 +27%
Goldman Sachs
88
Goldman Sachs
New York
$10.4M -$381K -2,573 -3%
CA
89
Crumly & Associates
Illinois
$10.3M -$4.27M -28,804 -29%
CP
90
Capital Planning
Washington
$10.3M +$1.31M +8,842 +14%
WP
91
WealthShield Partners
North Carolina
$10.3M -$52.7K -356 -0.5%
Wealthfront Advisers
92
Wealthfront Advisers
California
$10M +$722K +4,872 +8%
HR
93
Howe & Rusling
New York
$9.91M +$1.09M +7,376 +12%
QWM
94
Quadcap Wealth Management
Texas
$9.72M -$990K -6,682 -9%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$8.86M +$2.27M +15,332 +33%
MAG
96
Mayfair Advisory Group
Alabama
$8.75M +$763K +5,151 +9%
GFA
97
Gladwyn Financial Advisors
Virginia
$8.47M -$2.07K -14 -0%
FWM
98
Fingerlakes Wealth Management
New York
$8.08M +$706K +4,764 +9%
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$7.56M +$7.73M +52,172 New
FA
100
Fiduciary Alliance
South Carolina
$7.56M -$221K -1,489 -3%

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.