Vanguard Morningstar Mega Cap Value ETF
470 hedge funds and large institutions have $6.12B invested in Vanguard Morningstar Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 140 reducing their positions, and 32 closing their positions.
1,384% more call options, than puts
Call options by funds: $4.78M | Put options by funds: $322K
88% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 32
25% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 140
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
6% more capital invested
Capital invested by funds: $5.79B → $6.12B (+$331M)
4% more funds holding
Funds holding: 452 → 470 (+18)
0.79% less ownership
Funds ownership: 70.46% → 69.67% (-0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$60.4M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$36.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$31.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$25.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIC
Means Investment Company
Bangor,
Maine
|
-$43.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.1M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$18.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.1M |
| 5 |
EPP
ETF Portfolio Partners
Leawood,
Kansas
|
-$10.9M |
MGV Hedge Fund Activity: Q1 2025 in Review
470 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2025, worth a combined $6.12B — up 5.7% from $5.79B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new MGV positions and 32 closed out — a net gain of 28 holders — while 175 added to existing stakes and 140 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $60.4M. The largest seller was Means Investment Company, cutting an estimated $43.2M.
- 470 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2025, up from 452 in Q4 2024.
- Funds reported $6.12B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2025, up 5.7% quarter-over-quarter.
- 60 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2025 and 32 closed out, a net change of +28 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2025 was AssetMark Inc, an estimated $60.4M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2025 was Means Investment Company, an estimated $43.2M sold.
Based on aggregated 13F filings for Q1 2025.