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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
PB
151
Pinnacle Bancorp
Nebraska
$3.88M +$190K +1,285 +5%
AWA
152
Arkadios Wealth Advisors
Georgia
$3.85M +$3M +20,238 +321%
RPSA
153
Richard P. Slaughter Associates
Texas
$3.84M +$33.8K +228 +0.9%
AQR Capital Management
154
AQR Capital Management
Connecticut
$3.75M +$148 +1 +0%
EH
155
Equitable Holdings
New York
$3.75M -$395K -2,665 -9%
TWM
156
Tradition Wealth Management
Minnesota
$3.64M +$23K +155 +0.6%
VAI
157
Vanguard Advisers Inc
Pennsylvania
$3.61M +$3.69M +24,912 New
UCFA
158
United Capital Financial Advisors
Texas
$3.6M -$62.8K -424 -2%
P
159
&Partners
Tennessee
$3.6M +$11.7K +79 +0.3%
MCM
160
MAI Capital Management
Ohio
$3.57M +$12K +81 +0.3%
MA
161
Macro Advisors
Pennsylvania
$3.56M +$3.64M +24,556 New
SWM
162
Silverlake Wealth Management
Vermont
$3.54M +$106K +718 +3%
CA
163
Cresta Advisors
Texas
$3.5M +$297K +2,007 +9%
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$3.46M +$8.15K +55 +0.2%
WC
165
Waterloo Capital
Texas
$3.44M +$3.07M +20,696 +682%
SI
166
Stirlingshire Investments
New York
$3.38M +$1.12M +7,552 +48%
PFA
167
Perryman Financial Advisory
Texas
$3.21M +$148K +998 +5%
IFS
168
Ifrah Financial Services
Arkansas
$3.16M -$73.5K -496 -2%
WAM
169
Worth Asset Management
Texas
$3.11M +$3.18M +21,484 New
BCI
170
Brinker Capital Investments
Pennsylvania
$3.11M -$1.96M -13,224 -38%
HAG
171
HighPoint Advisor Group
Illinois
$3.04M +$4.59K +31 +0.1%
Truist Financial
172
Truist Financial
North Carolina
$3.04M +$217K +1,466 +8%
MG
173
Mather Group
Illinois
$2.94M -$57K -385 -2%
OW
174
Olistico Wealth
Oklahoma
$2.93M +$2.99M +20,188 New
IFG
175
Independent Financial Group
California
$2.87M +$544K +3,670 +23%

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.