MGV icon

Vanguard Mega Cap Value ETF

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
76
WealthShield Partners
North Carolina
$8.87M +$606K +4,702 +7%
AWP
77
Avid Wealth Partners
Texas
$8.74M +$8.74M +67,827 New
QFA
78
Quattro Financial Advisors
Texas
$8.46M -$192K -1,488 -2%
BWP
79
BSW Wealth Partners
Colorado
$8.27M -$685K -5,313 -8%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$8.04M -$1.54M -11,942 -16%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$8.01M -$209K -1,625 -3%
PI
82
Pachira Investments
California
$7.63M +$297K +2,330 +4%
TCBWMS
83
Texas Capital Bank Wealth Management Services
Texas
$7.32M -$75.9K -589 -1%
PFM
84
Phillips Financial Management
Indiana
$7.26M +$9.79K +76 +0.1%
Goldman Sachs
85
Goldman Sachs
New York
$6.8M -$7.29M -56,608 -52%
FWA
86
FSC Wealth Advisors
New York
$6.76M -$155K -1,203 -2%
Comerica Bank
87
Comerica Bank
Texas
$6.34M +$106K +820 +2%
WAM
88
WNY Asset Management
New York
$6.17M +$192K +1,492 +3%
CA
89
Calton & Associates
Florida
$6.07M +$4.6M +35,713 +313%
PD
90
Planning Directions
Pennsylvania
$6.05M -$452K -3,510 -7%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$6.04M +$140K +1,090 +2%
AF
92
Amara Financial
California
$5.87M +$215K +1,669 +4%
TFM
93
Trademark Financial Management
Minnesota
$5.86M +$1.48M +11,497 +34%
PSCM
94
Per Stirling Capital Management
Texas
$5.86M +$5.86M +45,446 New
PPWM
95
PFG Private Wealth Management
Florida
$5.54M +$54.2K +421 +1%
VW
96
Veridan Wealth
Oregon
$5.39M +$1.13M +8,771 +27%
CFAM
97
Center For Asset Management
Florida
$5.39M -$1.96M -15,236 -27%
HR
98
Howe & Rusling
New York
$5.17M +$503K +3,903 +11%
RA
99
Resolute Advisors
California
$5.08M +$27.1K +210 +0.5%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$5.04M +$1.99M +15,616 +65%