Vanguard Morningstar Mega Cap Value ETF
543 hedge funds and large institutions have $7.69B invested in Vanguard Morningstar Mega Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 153 reducing their positions, and 29 closing their positions.
145% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 29
31% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 153
14% more funds holding in top 10
Funds holding in top 10: 44 → 50 (+6)
7% more funds holding
Funds holding: 507 → 543 (+36)
5% more capital invested
Capital invested by funds: $7.36B → $7.69B (+$338M)
0.01% less ownership
Funds ownership: 72.07% → 72.06% (-0.01%)
48% less call options, than puts
Call options by funds: $240K | Put options by funds: $466K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$59.8M |
| 2 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
+$46.1M |
| 3 |
AssetMark Inc
Concord,
California
|
+$43.4M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$42.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$123M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$46.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20.6M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$16.6M |
| 5 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
-$10.9M |
MGV Hedge Fund Activity: Q4 2025 in Review
543 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2025, worth a combined $7.69B — up 4.6% from $7.36B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new MGV positions and 29 closed out — a net gain of 42 holders — while 201 added to existing stakes and 153 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $59.8M. The largest seller was Osaic Holdings, cutting an estimated $123M.
- 543 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2025, up from 507 in Q3 2025.
- Funds reported $7.69B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2025, up 4.6% quarter-over-quarter.
- 71 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2025 and 29 closed out, a net change of +42 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2025 was Merit Financial Group, an estimated $59.8M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2025.