We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
ARQ Wealth Advisors
Arizona
$11.4M -$602K -4,502 -5%
JJBC
77
James J. Burns & Company
New York
$11.3M +$24.2K +181 +0.2%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.6M -$181K -1,352 -2%
AIA
79
Arcadia Investment Advisors
Idaho
$10.4M +$325K +2,429 +3%
MWM
80
Modera Wealth Management
New Jersey
$10.3M -$66.7K -499 -0.7%
PI
81
Pachira Investments
California
$10.2M +$1.38M +10,311 +16%
WP
82
WealthShield Partners
North Carolina
$9.82M +$181K +1,356 +2%
QWM
83
Quadcap Wealth Management
Texas
$9.76M -$1.66M -12,374 -15%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$9.74M +$864K +6,458 +10%
TA
85
TFB Advisors
Kansas
$8.9M -$2.35M -17,582 -21%
QFA
86
Quattro Financial Advisors
Texas
$8.35M -$155K -1,157 -2%
Wealthfront Advisers
87
Wealthfront Advisers
California
$8.34M -$61.8K -462 -0.8%
CP
88
Capital Planning
Washington
$8.24M +$74.2K +555 +0.9%
HR
89
Howe & Rusling
New York
$7.91M +$779K +5,823 +11%
PFM
90
Phillips Financial Management
Indiana
$7.69M -$51.4K -384 -0.7%
GFA
91
Gladwyn Financial Advisors
Virginia
$7.68M +$318K +2,374 +4%
FWA
92
FSC Wealth Advisors
New York
$7.37M +$50.6K +378 +0.7%
AF
93
Amara Financial
California
$7.26M +$759K +5,677 +12%
FA
94
Fiduciary Alliance
South Carolina
$7.2M +$936 +7 +0%
TCBWMS
95
Texas Capital Bank Wealth Management Services
Texas
$6.89M -$534K -3,995 -7%
CA
96
Calton & Associates
Florida
$6.86M -$822K -6,148 -11%
Comerica Bank
97
Comerica Bank
Texas
$6.79M +$47.2K +353 +0.7%
WAM
98
WNY Asset Management
New York
$6.65M -$47.9K -358 -0.7%
FWM
99
Fingerlakes Wealth Management
New York
$6.49M +$837K +6,260 +15%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$6.41M +$27.4K +205 +0.4%