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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
SCA
201
Snowden Capital Advisors
New York
$2.2M +$95K +641 +4%
PEWA
202
Pacific Excel Wealth Advisors
California
$2.16M +$898K +6,061 +69%
HWA
203
Hilltop Wealth Advisors
North Carolina
$2.16M -$5.78K -39 -0.3%
HBW
204
Hazlett, Burt & Watson
West Virginia
$2.11M +$1.33K +9 +0.1%
RWM
205
Revisor Wealth Management
Ohio
$2.05M +$133K +899 +7%
SOS
206
Silver Oak Securities
Tennessee
$2.04M +$1.59M +10,703 +316%
EWA
207
EP Wealth Advisors
California
$2.03M +$44.3K +299 +2%
MW
208
Merited Wealth
Florida
$1.97M +$160K +1,081 +9%
Renaissance Technologies
209
Renaissance Technologies
New York
$1.97M -$593K -4,000 -23%
FB
210
Finward Bancorp
Indiana
$1.94M -$13K -88 -0.7%
CBU
211
CIBC Bancorp USA
Illinois
$1.93M +$1.97M +13,316 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1.88M -$205K -1,385 -10%
IWC
213
Integrated Wealth Concepts
Massachusetts
$1.88M +$1.49M +10,073 +350%
VWA
214
VSM Wealth Advisory
Maryland
$1.85M +$141K +950 +8%
DAS
215
DMKC Advisory Services
Iowa
$1.8M
SFS
216
Sowell Financial Services
Arkansas
$1.79M -$3.85K -26 -0.2%
PCA
217
Prosperity Capital Advisors
Ohio
$1.79M +$802K +5,412 +78%
Northern Trust
218
Northern Trust
Illinois
$1.71M -$29.6K -200 -2%
PA
219
PFG Advisors
Arizona
$1.7M +$69K +466 +4%
GAM
220
Gotham Asset Management
New York
$1.68M -$61.8K -417 -3%
PA
221
Procyon Advisors
Connecticut
$1.64M -$23.6K -159 -1%
CWL
222
Causey Wealth LLC
Colorado
$1.64M +$90.7K +612 +6%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$1.62M +$334K +2,251 +25%
MGIA
224
Matthew Goff Investment Advisor
Texas
$1.6M +$1.63M +11,018 New
SEIA
225
Signature Estate & Investment Advisors
California
$1.59M +$8.89K +60 +0.6%

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.