Vanguard Morningstar Mega Cap Value ETF
600 hedge funds and large institutions have $9.55B invested in Vanguard Morningstar Mega Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 31 closing their positions.
123% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 31
24% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 176
17% more capital invested
Capital invested by funds: $8.14B → $9.55B (+$1.41B)
5% more funds holding
Funds holding: 570 → 600 (+30)
1% more ownership
Funds ownership: 72.57% → 73.56% (+1%)
2% less funds holding in top 10
Funds holding in top 10: 51 → 50 (-1)
82% less call options, than puts
Call options by funds: $654K | Put options by funds: $3.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$49M |
| 2 |
MJFG
Mars Jewett Financial Group
Bellevue,
Washington
|
+$47.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$38.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.2M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$18.3M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9.54M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8.54M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$7.37M |
| 5 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
-$6.21M |
MGV Hedge Fund Activity: Q2 2026 in Review
600 of the 8,286 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2026, worth a combined $9.55B — up 17% from $8.14B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new MGV positions and 31 closed out — a net gain of 38 holders — while 219 added to existing stakes and 176 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $49M. The largest seller was Kickstand Ventures, cutting an estimated $18.3M.
- 600 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2026, up from 570 in Q1 2026.
- Funds reported $9.55B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2026, up 17% quarter-over-quarter.
- 69 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2026 and 31 closed out, a net change of +38 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2026 was Merit Financial Group, an estimated $49M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2026 was Kickstand Ventures, an estimated $18.3M sold.
Based on aggregated 13F filings for Q2 2026.