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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.91B
2
PFA
2
Pure Financial Advisors
California
$36.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$91.8M
4
Bank of America
4
Bank of America
North Carolina
$524M
5
Wells Fargo
5
Wells Fargo
California
$91.6M

Top Sellers

1
MIC
1
Means Investment Company
Maine
$22.2M
2
CW
2
Curio Wealth
Maryland
$159K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$21.5M
4
ONB
4
Old National Bancorp
Indiana
$861K
5
UBS Group
5
UBS Group
Switzerland
$217M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.91B 14,804,596 +467,392 +3%
Bank of America
2
Bank of America
North Carolina
$524M 4,065,448 +195,262 +5%
Morgan Stanley
3
Morgan Stanley
New York
$372M 2,889,178 +45,362 +2%
Ameriprise
4
Ameriprise
Minnesota
$219M 1,700,543 -2,756 -0.2%
UBS Group
5
UBS Group
Switzerland
$217M 1,683,547 -86,050 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$179M 1,386,878 -11,787 -0.8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$162M 1,256,579 -9,964 -0.8%
LPL Financial
8
LPL Financial
California
$126M 976,948 +23,685 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$91.8M 712,570 +242,459 +52%
Wells Fargo
10
Wells Fargo
California
$91.6M 710,795 +101,491 +17%
BDF
11
Black Diamond Financial
Maryland
$88.2M 684,409 -16,887 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$86.8M 673,415 +61,584 +10%
Raymond James Financial
13
Raymond James Financial
Florida
$85.2M 661,439 -12,272 -2%
SFA
14
Sequoia Financial Advisors
Ohio
$79.4M 616,026 -4,897 -0.8%
MFG
15
Merit Financial Group
Georgia
$75.9M 588,737 +6,263 +1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$62.9M 488,537 +28,374 +6%
MML Investors Services
17
MML Investors Services
Massachusetts
$56.5M 438,703 +19,929 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$50.7M 393,189 +2,233 +0.6%
PIA
19
Petredis Investment Advisors
Pennsylvania
$45.5M 353,409 -3,402 -1%
Stifel Financial
20
Stifel Financial
Missouri
$41.9M 325,517 +39,796 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.1M 318,877 +26,475 +9%
KAS
22
Kestra Advisory Services
Texas
$39.8M 308,701 -671 -0.2%
SIA
23
Strategic Investment Advisors
Michigan
$37.3M 289,227 +23,828 +9%
PFA
24
Pure Financial Advisors
California
$36.4M 282,438 +282,438 New
BWP
25
Bernardo Wealth Planning
Pennsylvania
$30.7M 238,076 +3,360 +1%
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