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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 %
MGIA
176
Moneta Group Investment Advisors
Missouri
$1.92M +$411K +3,131 +27%
SPC
177
Sigma Planning Corp
Michigan
$1.92M -$133K -1,017 -6%
FB
178
Finward Bancorp
Indiana
$1.81M +$36.1K +275 +2%
RWM
179
Revisor Wealth Management
Ohio
$1.79M -$173K -1,303 -9%
SFS
180
Sowell Financial Services
Arkansas
$1.79M +$14.7K +112 +0.8%
OAJ
181
Ogorek Anthony Joseph
New York
$1.76M -$37.3K -284 -2%
MA
182
MONECO Advisors
Connecticut
$1.71M -$533K -4,064 -24%
PA
183
Procyon Advisors
Connecticut
$1.71M +$144K +1,098 +9%
Northern Trust
184
Northern Trust
Illinois
$1.65M +$68.1K +519 +4%
IWC
185
Integrated Wealth Concepts
Massachusetts
$1.65M +$324K +2,473 +25%
JWCA
186
J.W. Cole Advisors
Florida
$1.64M +$927K +7,063 +129%
DAS
187
DMKC Advisory Services
Iowa
$1.64M +$1.64M +12,446 New
ATC
188
Argent Trust Co
Tennessee
$1.6M +$1.06M +8,070 +194%
NA
189
NewEdge Advisors
Louisiana
$1.6M +$74.8K +570 +5%
GAM
190
Gotham Asset Management
New York
$1.56M +$98.8K +753 +7%
EWA
191
EP Wealth Advisors
California
$1.55M -$63.9K -487 -4%
BC
192
Bowman & Company
Wisconsin
$1.53M – – –
FA
193
Flagstar Advisors
New York
$1.48M +$83.3K +632 +6%
GRP
194
Global Retirement Partners
California
$1.47M +$1.47M +11,182 New
P
195
&Partners
Tennessee
$1.46M -$32.3K -246 -2%
KPWS
196
Kestra Private Wealth Services
Texas
$1.46M +$85.7K +653 +6%
PBF
197
Petix & Botte Financial
California
$1.45M – – –
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
$1.42M +$11K +84 +0.8%
BP
199
Ballentine Partners
Massachusetts
$1.4M – – –
AAS
200
Ameritas Advisory Services
Nebraska
$1.37M -$673K -5,128 -33%
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