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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$138.10 -0.10 (-0.07%)
Closing price 10/8/2025 04:10 PM Eastern
Extended Trading
$138.10 +0.00 (+0.00%)
As of 10/8/2025 05:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Number of
Institutional Buyers
(last 12 months)
368
Total
Institutional Inflows
(last 12 months)
$4.82B
Number of
Institutional Sellers
(last 12 months)
209
Total
Institutional Outflows
(last 12 months)
$349.76M
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MGV Institutional Buying and Selling by Quarter

Vanguard Mega Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Balefire LLC3,251$448K0.1%+14.7%0.004%
10/8/2025Country Club Bank2,945$404K0.0%-6.7%0.004%
10/6/2025 Venture Visionary Partners LLC4,800$661K0.0%-1.8%0.007%
10/3/2025 Breakwater Investment Management31,669$4.36M1.6%-1.7%0.043%
10/2/2025 Global Wealth Strategies & Associates439$60K0.0%N/A0.001%
9/26/2025Corient Private Wealth LLC10,413$1.37M0.0%+89.9%0.014%
9/11/2025Silicon Valley Capital Partners21,193$2.78M0.3%-17.9%0.029%
9/4/2025Osaic Holdings Inc.1,099,774$142.26M0.3%+557.8%1.518%
9/2/2025FSC Wealth Advisors LLC53,127$6.97M4.2%+1.2%0.073%
8/29/2025Evolution Wealth Management Inc.883$116K0.1%N/A0.001%
8/29/2025Centaurus Financial Inc.34,611$4.54M0.3%+2.4%0.048%
8/27/2025Orion Porfolio Solutions LLC16,250$2.13M0.0%+64.2%0.022%
8/26/2025Zeit Capital LLC191,343$25.10M17.9%+0.5%0.264%
8/25/2025Silverlake Wealth Management LLC22,567$2.96M0.9%+24.2%0.031%
8/19/2025Advisory Services Network LLC3,819$499K0.0%+88.1%0.005%
8/18/2025Finward Bancorp13,827$1.81M1.4%+2.0%0.019%
8/18/2025Tactive Advisors LLC4,645$609K0.2%N/A0.006%
8/18/2025Geneos Wealth Management Inc.1,474$193K0.0%-9.5%0.002%
8/18/2025Westwood Holdings Group Inc.36,450$4.78M0.0%+1.7%0.050%
8/18/2025Cornerstone Financial Group LLC NE 6,431$844K0.7%+20.6%0.009%
8/15/2025Strategic Investment Advisors MI314,034$41.28M4.0%+8.6%0.434%
8/15/2025Tower Research Capital LLC TRC 5,760$756K0.0%N/A0.008%
8/15/2025Blue Edge Capital LLC167,823$22.02M3.3%-1.2%0.232%
8/15/2025Corient Private Wealth LLC21,916$2.88M0.0%+299.8%0.030%
8/15/2025Equitable Holdings Inc.27,832$3.65M0.0%+3.2%0.038%
8/15/2025Florida Financial Advisors LLC10,098$1.33M0.4%+5.1%0.014%
8/15/2025Captrust Financial Advisors46,357$6.08M0.0%-1.1%0.064%
8/15/2025Visionary Wealth Advisors8,107$1.06M0.1%+1.0%0.011%
8/15/2025Smartleaf Asset Management LLC207,742$27.27M2.4%+1.0%0.287%
8/15/2025Orion Porfolio Solutions LLC16,250$2.13M0.0%+64.2%0.022%
8/15/2025MML Investors Services LLC459,429$60.28M0.2%+4.7%0.634%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.38,008$4.99M0.9%-1.5%0.052%
8/15/2025IHT Wealth Management LLC1,706$224K0.0%N/A0.002%
8/15/2025EP Wealth Advisors LLC11,828$1.55M0.0%-4.0%0.016%
8/15/2025BNP Paribas Financial Markets25,044$3.29M0.0%-83.2%0.035%
8/15/2025BTG Pactual Asset Management US LLC197,592$25.92M2.8%+5.1%0.273%
8/15/2025Bank of America Corp DE4,384,642$575.27M0.0%+7.9%6.053%
8/15/2025Ameriprise Financial Inc.1,743,113$228.63M0.1%+2.5%2.406%
8/14/2025Graney & King LLC147,240$19.32M13.0%+493.1%0.203%
8/14/2025Raymond James Financial Inc.855,215$112.20M0.0%+29.3%1.181%
8/14/2025Betterment LLC2,730$358K0.0%+3.4%0.004%
8/14/2025Diversify Advisory Services LLC15,656$2.07M0.1%+13.6%0.022%
8/14/2025HUB Investment Partners LLC2,906$381K0.0%+7.9%0.004%
8/14/2025Clarity Asset Management Inc.589$77K0.0%+685.3%0.001%
8/14/2025FAS Wealth Partners Inc.1,385$182K0.0%N/A0.002%
8/14/2025NewEdge Advisors LLC12,167$1.60M0.0%+4.9%0.017%
8/14/2025Qube Research & Technologies Ltd1,703$223K0.0%-22.7%0.002%
8/14/2025Cary Street Partners Financial LLC10,356$1.36M0.0%-6.2%0.014%
8/13/2025Per Stirling Capital Management LLC.87,981$11.54M1.5%+93.6%0.121%
8/13/2025Quantum Portfolio Management LLC3,785$497K0.2%-6.4%0.005%
8/13/2025StoneX Group Inc.6,635$875K0.0%-1.8%0.009%
8/13/2025Cresset Asset Management LLC125,263$16.52M0.1%-0.2%0.173%
8/13/2025Royal Fund Management LLC26,263$3.45M0.3%+3.1%0.036%
8/13/2025Dynamic Wealth Strategies LLC229$30K0.0%N/A0.000%
8/13/2025Baird Financial Group Inc.207,899$27.28M0.0%+20.2%0.287%
8/13/2025Raab & Moskowitz Asset Management LLC5,597$734K0.2%-3.9%0.008%
8/13/2025Kilter Group LLC221$29K0.0%N/A0.000%
8/13/2025EverSource Wealth Advisors LLC36,923$4.84M0.2%-0.6%0.051%
8/13/2025Fort Sheridan Advisors LLC2,610$342K0.0%+36.3%0.004%
8/13/2025Beacon Pointe Advisors LLC203,743$26.73M0.3%+0.3%0.281%
8/13/2025M&T Bank Corp7,855$1.03M0.0%-1.6%0.011%
8/13/2025Bernardo Wealth Planning LLC236,708$31.06M6.7%-0.6%0.327%
8/13/2025Lido Advisors LLC30,217$3.97M0.0%+123.3%0.042%
8/13/2025Level Four Advisory Services LLC9,157$1.20M0.0%+10.8%0.013%
8/13/2025Northwestern Mutual Wealth Management Co.56,509$7.41M0.0%-9.4%0.078%
8/13/2025Johnson Financial Group Inc.1,062$140K0.0%N/A0.001%
8/13/2025Mayfair Advisory Group LLC22,301$2.93M1.4%N/A0.031%
8/13/2025Russell Investments Group Ltd.4,063$533K0.0%+5.0%0.006%
8/12/2025J.W. Cole Advisors Inc.12,519$1.64M0.0%+129.5%0.017%
8/12/2025Steward Partners Investment Advisory LLC4,433$582K0.0%-5.5%0.006%
8/12/2025Quadcap Wealth Management LLC83,244$10.92M1.4%+5.5%0.115%
8/12/2025CreativeOne Wealth LLC16,556$2.17M0.1%+189.4%0.023%
8/12/2025Jefferies Financial Group Inc.2,668$350K0.0%N/A0.004%
8/12/2025Global Retirement Partners LLC11,182$1.47M0.0%N/A0.015%
8/12/2025Titleist Asset Management LLC136,252$17.88M1.8%+36.2%0.188%
8/12/2025CFC Planning Co LLC2,743$360K0.3%+15.2%0.004%
8/12/2025MAI Capital Management24,852$3.26M0.0%-3.4%0.034%
8/12/2025JPMorgan Chase & Co.510,051$66.92M0.0%+188.2%0.704%
8/12/2025Howe & Rusling Inc.51,615$6.77M0.5%+28.6%0.071%
8/11/2025VSM Wealth Advisory LLC8,854$1.16M0.4%+12.1%0.012%
8/11/2025Wealthspire Advisors LLC132,914$17.44M0.1%-13.3%0.183%
8/11/2025FSC Wealth Advisors LLC53,126$6.97M4.3%+1.2%0.073%
8/11/2025PFG Private Wealth Management LLC43,725$5.74M3.0%+1.7%0.060%
8/11/2025Synergy Investment Management LLC5,550$728K0.4%-6.2%0.008%
8/11/2025United Advisor Group LLC1,596$209K0.0%-56.4%0.002%
8/11/2025Landaas & Co. WI ADV5,186$680K0.2%+9.5%0.007%
8/11/2025Western Wealth Management LLC4,296$564K0.0%-4.8%0.006%
8/8/2025Financial Gravity Companies Inc.743$97K0.0%N/A0.001%
8/8/2025MTM Investment Management LLC281$37K0.0%N/A0.000%
8/8/2025Rockefeller Capital Management L.P.473,602$62.14M0.2%-3.1%0.652%
8/8/2025Collaborative Wealth Managment Inc.5,446$715K0.3%-4.8%0.007%
8/8/2025Avantax Advisory Services Inc.177,487$23.29M0.1%-5.5%0.244%
8/8/2025Westwood Holdings Group Inc.36,450$4.78M0.0%+1.7%0.050%
8/8/2025Cetera Investment Advisers84,837$11.13M0.0%+36.5%0.117%
8/8/2025Creative Planning103,368$13.56M0.0%-0.2%0.142%
8/8/2025SG Americas Securities LLC20,941$2.75M0.0%N/A0.029%
8/8/2025WealthShield Partners LLC69,930$9.18M1.1%+1.6%0.096%
8/8/2025Foundations Investment Advisors LLC2,068$271K0.0%-89.8%0.003%
8/8/2025Clearstead Trust LLC253$33K0.0%N/A0.000%
8/8/2025Better Money Decisions LLC3,636$477K0.3%N/A0.005%
(Data available from 1/1/2016 forward)

MGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MGV shares?

During the previous two years, 509 institutional investors and hedge funds held shares of Vanguard Mega Cap Value ETF. The most heavily invested institutionals were Assetmark Inc. ($1.99B), Bank of America Corp DE ($575.27M), Morgan Stanley ($269.36M), Ameriprise Financial Inc. ($228.63M), Lincoln National Corp ($227.99M), UBS Group AG ($197.86M), and Envestnet Asset Management Inc. ($173.10M).Learn more on Vanguard Mega Cap Value ETF's institutional investors.

Which institutional investors have been buying Vanguard Mega Cap Value ETF's stock?

Of the 446 institutional investors that purchased Vanguard Mega Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($27.10M), Assetmark Inc. ($2.33M), Osaic Holdings Inc. ($932.59K), Raymond James Financial Inc. ($867.49K), LPL Financial LLC ($541.34K), Strategic Financial Concepts LLC ($482.02K), and World Investment Advisors LLC ($474.79K).

How much institutional buying is happening at Vanguard Mega Cap Value ETF?

Institutional investors have bought a total of 38,239,192 shares in the last 24 months. This purchase volume represents approximately $4.81B in transactions.

Which of Vanguard Mega Cap Value ETF's major shareholders have been selling company stock?

Of the 207 institutional investors that sold Vanguard Mega Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Means Investment CO. Inc. ($344.14K), Envestnet Asset Management Inc. ($230.09K), Redhawk Wealth Advisors Inc. ($197.51K), ETF Portfolio Partners Inc. ($186.12K), OLD National Bancorp IN ($166.19K), BNP Paribas Financial Markets ($124.39K), and Goldman Sachs Group Inc. ($113.22K).

How much institutional selling is happening at Vanguard Mega Cap Value ETF?

Institutional investors have sold a total of 2,728,423 shares in the last 24 months. This volume of shares sold represents approximately $349.64M in transactions.


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This page (NYSEARCA:MGV) was last updated on 10/9/2025 by MarketBeat.com Staff
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