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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 %
ACM
201
AlphaStar Capital Management
North Carolina
$1.36M +$1.36M +10,372 New
CSP
202
Cary Street Partners
Virginia
$1.36M -$89.6K -683 -6%
FFA
203
Florida Financial Advisors
Florida
$1.32M +$64.6K +492 +5%
CA
204
CoreCap Advisors
Michigan
$1.27M +$158K +1,202 +14%
FWA
205
Flagship Wealth Advisors
Massachusetts
$1.23M – – –
SEIA
206
Signature Estate & Investment Advisors
California
$1.23M +$62.2K +474 +5%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M -$111K -848 -8%
RWP
208
RWA Wealth Partners
Massachusetts
$1.22M +$65.9K +502 +6%
LFAS
209
Level Four Advisory Services
Texas
$1.2M +$117K +895 +11%
WSFS
210
Wilmington Savings Fund Society
Delaware
$1.2M – – –
SCA
211
Snowden Capital Advisors
New York
$1.19M – – –
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$1.16M -$3.54M -26,979 -75%
STA
213
Summit Trail Advisors
New York
$1.16M +$1.16M +8,820 New
VWA
214
VSM Wealth Advisory
Maryland
$1.16M +$125K +955 +12%
HNWAG
215
High Net Worth Advisory Group
Florida
$1.16M – – –
BFAG
216
Blackston Financial Advisory Group
Florida
$1.11M -$31.4K -239 -3%
Cerity Partners
217
Cerity Partners
New York
$1.1M +$9.05K +69 +0.8%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$1.08M +$40.8K +311 +4%
CCMG
219
Clark Capital Management Group
Pennsylvania
$1.08M +$525 +4 +0%
RFC
220
Regions Financial Corp
Alabama
$1.08M +$58K +442 +6%
AG
221
Ascent Group
Virginia
$1.07M -$6.3K -48 -0.6%
VWA
222
Visionary Wealth Advisors
Illinois
$1.06M +$10.8K +82 +1%
Renaissance Technologies
223
Renaissance Technologies
New York
$1.06M -$1.93M -14,700 -64%
M&T Bank
224
M&T Bank
New York
$1.03M -$17.1K -130 -2%
SCM
225
SCS Capital Management
Massachusetts
$1.03M – – –
7 8
9
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