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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 %
AF
101
Amara Financial
California
$6.17M +$191K +1,457 +3%
PD
102
Planning Directions
Pennsylvania
$6.16M -$6.3K -48 -0.1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$6.08M -$68.4K -521 -1%
PPWM
104
PFG Private Wealth Management
Florida
$5.74M +$96K +732 +2%
Mariner
105
Mariner
Kansas
$5.41M +$1.15M +8,763 +27%
FWM
106
Fingerlakes Wealth Management
New York
$5.36M +$1.31M +10,016 +32%
AI
107
Atria Investments
North Carolina
$5.33M +$832K +6,338 +18%
RA
108
Resolute Advisors
California
$5.2M – – –
WB
109
WesBanco Bank
West Virginia
$5.06M +$26K +198 +0.5%
HCP
110
Holt Capital Partners
Texas
$4.99M -$76.8K -585 -2%
CWMGP
111
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.96M +$2.43M +18,522 +96%
MA
112
Mutual Advisors
Nebraska
$4.93M +$65K +487 +1%
EWA
113
EverSource Wealth Advisors
Alabama
$4.84M -$27.6K -210 -0.6%
WHG
114
Westwood Holdings Group
Texas
$4.78M +$78.7K +600 +2%
CFD
115
Creative Financial Designs
Indiana
$4.6M -$293K -2,230 -6%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$4.59M +$2.37M +18,073 +107%
PWP
117
Principle Wealth Partners
Connecticut
$4.56M +$33.5K +255 +0.7%
RPSA
118
Richard P. Slaughter Associates
Texas
$4.55M +$1.13M +8,608 +33%
CF
119
Centaurus Financial
California
$4.54M +$106K +810 +2%
AC
120
Avant Capital
Louisiana
$4.54M +$1.44K +11 +0%
CCM
121
Colorado Capital Management
Colorado
$4.49M +$595K +4,534 +15%
CPA
122
Compass Planning Associates
Massachusetts
$4.36M -$277K -2,113 -6%
BIM
123
Breakwater Investment Management
Washington
$4.23M -$87.2K -665 -2%
Lido Advisors
124
Lido Advisors
California
$3.97M +$2.19M +16,683 +123%
BWM
125
Boyd Wealth Management
California
$3.91M +$137K +1,044 +4%
3 4
5
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