Vanguard Morningstar Mega Cap Value ETF
570 hedge funds and large institutions have $8.14B invested in Vanguard Morningstar Mega Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 236 increasing their positions, 147 reducing their positions, and 28 closing their positions.
136% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 28
109% more call options, than puts
Call options by funds: $3.64M | Put options by funds: $1.74M
61% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 147
6% more capital invested
Capital invested by funds: $7.7B → $8.14B (+$445M)
5% more funds holding
Funds holding: 543 → 570 (+27)
2% more funds holding in top 10
Funds holding in top 10: 50 → 51 (+1)
0.49% more ownership
Funds ownership: 72.08% → 72.57% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$70.9M |
| 2 |
Cerity Partners
New York
|
+$36.3M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$24.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$24.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$43M |
| 2 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$16.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.8M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.29M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$7.4M |
MGV Hedge Fund Activity: Q1 2026 in Review
570 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2026, worth a combined $8.14B — up 5.8% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new MGV positions and 28 closed out — a net gain of 38 holders — while 236 added to existing stakes and 147 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $70.9M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $43M sold.
- 570 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2026, up from 543 in Q4 2025.
- Funds reported $8.14B of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2026, up 5.8% quarter-over-quarter.
- 66 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2026 and 28 closed out, a net change of +38 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2026 was Osaic Holdings, an estimated $70.9M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2026 was SteelPeak Wealth, an estimated $43M sold.
Based on aggregated 13F filings for Q1 2026.