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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

488 hedge funds and large institutions have $6.73B invested in Vanguard Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 177 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+24
Holders Change %
+5.17%
% of All Funds
6.54%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.58%
New
52
Increased
177
Reduced
126
Closed
20
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
-$4.18M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$103M
2
AssetMark Inc
AssetMark Inc
California
+$49.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$43.7M
4
Bank of America
Bank of America
North Carolina
+$41.9M
5
PWM
Praetorian Wealth Management
California
+$41.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$16.3M
2
BDF
Black Diamond Financial
Maryland
-$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.81M
4
CP
Capital Planning
Washington
-$6.64M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
TFB Advisors
Kansas
$10.8M -$289K -2,199 -3%
JJBC
77
James J. Burns & Company
New York
$10.7M -$130K -990 -1%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.4M +$448K +3,357 +4%
MWM
79
Modera Wealth Management
New Jersey
$9.9M +$19.8K +151 +0.2%
AIA
80
Arcadia Investment Advisors
Idaho
$9.54M +$9.54M +72,738 New
WP
81
WealthShield Partners
North Carolina
$9.17M +$142K +1,085 +2%
TFM
82
Trademark Financial Management
Minnesota
$9.11M +$3.15M +23,975 +53%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$8.43M +$3.23M +24,638 +62%
PI
84
Pachira Investments
California
$8.36M +$498K +3,799 +6%
QFA
85
Quattro Financial Advisors
Texas
$8.1M -$516K -3,934 -6%
Wealthfront Advisers
86
Wealthfront Advisers
California
$8M -$1.81M -13,763 -18%
CP
87
Capital Planning
Washington
$7.78M -$6.64M -50,321 -46%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$7.41M -$773K -5,890 -9%
PFM
89
Phillips Financial Management
Indiana
$7.38M -$13.3K -101 -0.2%
CA
90
Calton & Associates
Florida
$7.34M +$1.16M +8,844 +19%
TCBWMS
91
Texas Capital Bank Wealth Management Services
Texas
$7.09M -$363K -2,765 -5%
GFA
92
Gladwyn Financial Advisors
Virginia
$7.01M +$7.01M +53,401 New
FWA
93
FSC Wealth Advisors
New York
$6.97M +$82.1K +626 +1%
CFAM
94
Center For Asset Management
Florida
$6.93M +$1.73M +13,865 +33%
Goldman Sachs
95
Goldman Sachs
New York
$6.93M +$6.04K +46 +0.1%
FA
96
Fiduciary Alliance
South Carolina
$6.86M +$6.86M +52,294 New
HR
97
Howe & Rusling
New York
$6.77M +$1.51M +11,479 +29%
Comerica Bank
98
Comerica Bank
Texas
$6.42M -$33.9K -258 -0.5%
WAM
99
WNY Asset Management
New York
$6.38M +$92.4K +704 +1%
BWP
100
BSW Wealth Partners
Colorado
$6.2M -$2.22M -16,928 -26%
2 3
4
5 6