MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

483 hedge funds and large institutions have $6.72B invested in Vanguard Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 124 reducing their positions, and 20 closing their positions.

Holders
483
Holders Change
+19
Holders Change %
+4.09%
% of All Funds
6.49%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.58%
New
51
Increased
176
Reduced
124
Closed
20
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
-$4.18M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$125M
2
AssetMark Inc
2
AssetMark Inc
California
$1.99B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$66.9M
4
Bank of America
4
Bank of America
North Carolina
$575M
5
PWM
5
Praetorian Wealth Management
California
$41.5M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.29M
2
BDF
2
Black Diamond Financial
Maryland
$78.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$173M
4
CP
4
Capital Planning
Washington
$7.78M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
101
Amara Financial
California
$6.17M 47,019 +1,457 +3%
PD
102
Planning Directions
Pennsylvania
$6.16M 46,919 -48 -0.1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$6.08M 46,357 -521 -1%
PPWM
104
PFG Private Wealth Management
Florida
$5.74M 43,725 +732 +2%
Mariner
105
Mariner
Kansas
$5.41M 41,225 +8,763 +27%
FWM
106
Fingerlakes Wealth Management
New York
$5.36M 40,883 +10,016 +32%
AI
107
Atria Investments
North Carolina
$5.33M 40,621 +6,338 +18%
RA
108
Resolute Advisors
California
$5.2M 39,452 – –
WB
109
WesBanco Bank
West Virginia
$5.06M 38,572 +198 +0.5%
HCP
110
Holt Capital Partners
Texas
$4.99M 38,008 -585 -2%
CWMGP
111
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.96M 37,775 +18,522 +96%
MA
112
Mutual Advisors
Nebraska
$4.93M 36,915 +487 +1%
EWA
113
EverSource Wealth Advisors
Alabama
$4.84M 36,923 -210 -0.6%
WHG
114
Westwood Holdings Group
Texas
$4.78M 36,450 +600 +2%
CFD
115
Creative Financial Designs
Indiana
$4.6M 35,024 -2,230 -6%
PWP
116
Principle Wealth Partners
Connecticut
$4.56M 34,790 +255 +0.7%
RPSA
117
Richard P. Slaughter Associates
Texas
$4.55M 34,671 +8,608 +33%
CF
118
Centaurus Financial
California
$4.54M 34,611 +810 +2%
AC
119
Avant Capital
Louisiana
$4.54M 34,595 +11 +0%
CCM
120
Colorado Capital Management
Colorado
$4.49M 34,219 +4,534 +15%
CPA
121
Compass Planning Associates
Massachusetts
$4.36M 33,198 -2,113 -6%
BIM
122
Breakwater Investment Management
Washington
$4.23M 32,212 -665 -2%
Lido Advisors
123
Lido Advisors
California
$3.97M 30,217 +16,683 +123%
BWM
124
Boyd Wealth Management
California
$3.91M 29,788 +1,044 +4%
CIA
125
Concurrent Investment Advisors
Florida
$3.9M 29,747 +207 +0.7%
3 4
5
6 7