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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 %
AssetMark Inc
1
AssetMark Inc
California
$1.99B +$49.5M +377,584 +3%
Bank of America
2
Bank of America
North Carolina
$575M +$41.9M +319,194 +8%
Morgan Stanley
3
Morgan Stanley
New York
$401M +$22.4M +170,805 +6%
Ameriprise
4
Ameriprise
Minnesota
$229M +$5.58M +42,570 +3%
UBS Group
5
UBS Group
Switzerland
$222M +$855K +6,514 +0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M -$8.81M -67,140 -5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$161M -$4.3M -32,777 -3%
LPL Financial
8
LPL Financial
California
$128M +$223K +1,699 +0.2%
Wells Fargo
9
Wells Fargo
California
$126M +$32.4M +247,084 +35%
Osaic Holdings
10
Osaic Holdings
Arizona
$125M +$103M +802,998 +480%
HighTower Advisors
11
HighTower Advisors
Illinois
$116M +$22.2M +169,080 +24%
Raymond James Financial
12
Raymond James Financial
Florida
$112M +$25.4M +193,776 +29%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$92.4M +$4.06M +30,937 +5%
MFG
14
Merit Financial Group
Georgia
$83.9M +$6.62M +50,431 +9%
SFA
15
Sequoia Financial Advisors
Ohio
$80.7M -$107K -816 -0.1%
BDF
16
Black Diamond Financial
Maryland
$78.7M -$11.1M -84,349 -12%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$66.9M +$43.7M +333,098 +188%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$62.1M -$1.96M -14,935 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$60.3M +$2.72M +20,726 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$54M +$2.46M +18,766 +5%
PIA
21
Petredis Investment Advisors
Pennsylvania
$47.6M +$1.27M +9,665 +3%
KAS
22
Kestra Advisory Services
Texas
$42.8M +$2.32M +17,677 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$42.6M +$778K +5,927 +2%
Stifel Financial
24
Stifel Financial
Missouri
$41.9M -$785K -5,986 -2%
PWM
25
Praetorian Wealth Management
California
$41.5M +$41.5M +316,435 New
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