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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
MWM
176
Maridea Wealth Management
New York
$2.84M -$80.5K -543 -3%
FFA
177
Florida Financial Advisors
Florida
$2.82M +$486K +3,278 +20%
SFP
178
Strategic Financial Partners
Oregon
$2.78M -$95.3K -643 -3%
ATC
179
Argent Trust Co
Tennessee
$2.77M +$234K +1,580 +9%
QCM
180
Quantinno Capital Management
New York
$2.76M +$1.15M +7,728 +68%
AG
181
Ascent Group
Virginia
$2.75M -$347K -2,344 -11%
William Blair & Company
182
William Blair & Company
Illinois
$2.75M -$2.51M -16,966 -47%
RGC
183
Roberts, Glore & Co
Illinois
$2.74M +$16.9K +114 +0.6%
CL
184
Choreo LLC
Illinois
$2.71M +$13.6K +92 +0.5%
GVAG
185
Great Valley Advisor Group
Delaware
$2.68M +$44K +297 +2%
GFG
186
Grantvest Financial Group
New Jersey
$2.67M +$45.9K +310 +2%
FNBOO
187
First National Bank of Omaha
Nebraska
$2.57M +$99.6K +672 +4%
AF
188
Allworth Financial
California
$2.56M +$10.8K +73 +0.4%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$2.5M +$2.56M +17,255 New
WCP
190
Wealthcare Capital Partners
Pennsylvania
$2.48M -$84.6K -571 -3%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$2.4M +$197K +1,332 +9%
BOH
192
Bank of Hawaii
Hawaii
$2.37M +$121K +815 +5%
SWA
193
Sax Wealth Advisors
New Jersey
$2.34M
HIS
194
Horizon Investment Services
Indiana
$2.32M +$81K +547 +4%
SFPG
195
Stonebridge Financial Planning Group
Florida
$2.32M -$10.1K -68 -0.4%
OWM
196
OneAscent Wealth Management
Alabama
$2.26M +$328K +2,211 +17%
MGIA
197
Moneta Group Investment Advisors
Missouri
$2.25M +$7.71K +52 +0.3%
SVCP
198
Silicon Valley Capital Partners
California
$2.25M -$337K -2,276 -13%
SQA
199
Simon Quick Advisors
New Jersey
$2.24M +$1.04K +7 +0%
ZF
200
Zhang Financial
Michigan
$2.2M +$2.07K +14 +0.1%

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.