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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
CCM
101
Colorado Capital Management
Colorado
$7.23M +$663K +4,477 +10%
EWA
102
EverSource Wealth Advisors
Alabama
$7.19M +$2.7M +18,206 +58%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$7.13M +$7.29M +49,222 New
CWMGP
104
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.92M +$182K +1,230 +3%
PD
105
Planning Directions
Pennsylvania
$6.43M +$176K +1,189 +3%
CPA
106
Compass Planning Associates
Massachusetts
$6.39M +$1.17M +7,921 +22%
PFM
107
Phillips Financial Management
Indiana
$6.3M -$1.58M -10,639 -20%
QFA
108
Quattro Financial Advisors
Texas
$6.21M +$446K +3,012 +8%
VW
109
Veridan Wealth
Oregon
$6.19M -$22.1K -149 -0.3%
TA
110
TFB Advisors
Kansas
$6.15M -$3.32M -22,392 -35%
Mariner
111
Mariner
Kansas
$6.07M -$311K -2,102 -5%
TCBWMS
112
Texas Capital Bank Wealth Management Services
Texas
$5.92M -$45.9K -310 -0.8%
RA
113
Resolute Advisors
California
$5.84M +$32.7K +221 +0.6%
WA
114
Waystone Advisors
Washington
$5.82M -$64.6K -436 -1%
AI
115
Atria Investments
North Carolina
$5.79M -$51.4K -347 -0.9%
CF
116
Centaurus Financial
California
$5.6M +$175K +1,182 +3%
CFM
117
Cornerstone Financial Management
Massachusetts
$5.38M +$18.1K +122 +0.3%
CFAM
118
Center For Asset Management
Florida
$5.38M -$97.8K -660 -2%
WHG
119
Westwood Holdings Group
Texas
$5.31M +$30.2K +204 +0.6%
HCP
120
Holt Capital Partners
Texas
$5.26M -$65.9K -445 -1%
BCM
121
Brookstone Capital Management
Illinois
$5.18M +$4.77M +32,181 +905%
TFM
122
Trademark Financial Management
Minnesota
$5.13M +$1.23M +8,323 +31%
AC
123
Avant Capital
Louisiana
$5.06M -$150K -1,014 -3%
BWP
124
BSW Wealth Partners
Colorado
$4.97M -$316K -2,130 -6%
CA
125
Calton & Associates
Florida
$4.96M -$718K -4,843 -12%

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.