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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
MA
126
Mutual Advisors
Nebraska
$4.92M -$511K -3,449 -9%
DWM
127
Diversify Wealth Management
Utah
$4.88M +$4.81M +32,431 New
WANY
128
Wealthspire Advisors (New York)
New York
$4.85M -$243K -1,641 -5%
MAMG
129
Milestone Asset Management Group
Connecticut
$4.81M +$287K +1,940 +6%
PWP
130
Principle Wealth Partners
Connecticut
$4.8M -$150K -1,015 -3%
MOS
131
MGO One Seven
Ohio
$4.66M -$882K -5,953 -16%
HIP
132
HUB Investment Partners
Texas
$4.64M +$4.35M +29,359 +1,101%
WB
133
WesBanco Bank
West Virginia
$4.55M +$7.41K +50 +0.2%
E
134
Entelevest
Florida
$4.52M +$264K +1,779 +6%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$4.5M +$746K +5,034 +19%
BIM
136
Breakwater Investment Management
Washington
$4.37M -$129K -871 -3%
CFD
137
Creative Financial Designs
Indiana
$4.33M -$826K -5,573 -16%
WAM
138
WNY Asset Management
New York
$4.32M +$4.41M +29,772 New
LI
139
LifeWealth Investments
Florida
$4.29M +$765K +5,164 +21%
WA
140
WPG Advisers
Maryland
$4.29M -$4.89K -33 -0.1%
CIA
141
Concurrent Investment Advisors
Florida
$4.22M -$101K -684 -2%
BWM
142
Boyd Wealth Management
California
$4.14M -$62.2K -420 -1%
HCWM
143
Hidden Cove Wealth Management
Washington
$4.11M +$4.2M +28,372 New
CFO
144
CVA Family Office
Colorado
$4.07M -$11.1K -75 -0.3%
CCA
145
Checchi Capital Advisers
California
$4.07M -$5.04K -34 -0.1%
CW
146
CreativeOne Wealth
Kansas
$4.05M +$626K +4,222 +18%
EWA
147
Encompass Wealth Advisors
Oregon
$4.05M -$159K -1,072 -4%
EWS
148
Evergreen Wealth Solutions
Pennsylvania
$3.98M +$4.07M +27,474 New
STA
149
Summit Trail Advisors
New York
$3.94M +$2.72M +18,360 +208%
Lido Advisors
150
Lido Advisors
California
$3.91M +$111K +747 +3%

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.