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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$131.26 +0.88 (+0.67%)
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Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Number of
Institutional Buyers
(last 12 months)
350
Total
Institutional Inflows
(last 12 months)
$4.54B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$339.77M
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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
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%
8/8/2025Hudock Inc.6,750$886K0.1%-10.4%0.009%
8/8/2025PNC Financial Services Group Inc.1,223,802$160.56M0.1%-2.6%1.684%
8/8/2025Comprehensive Financial Planning Inc. PA4,158$546K0.4%+207.3%0.006%
8/8/2025VeraBank N.A.1,819$239K0.0%N/A0.003%
8/7/2025 Blackston Financial Advisory Group LLC8,498$1.12M0.5%-2.7%0.012%
8/7/2025 Alpha Cubed Investments LLC25,621$3.36M0.1%-3.8%0.035%
8/7/2025 Addison Advisors LLC4,265$560K0.1%+9.9%0.006%
8/7/2025 BHK Investment Advisors LLC203,281$26.67M10.4%-0.3%0.280%
8/6/2025 RWA Wealth Partners LLC9,315$1.22M0.0%+5.7%0.013%
8/6/2025 AE Wealth Management LLC7,809$1.02M0.0%-39.3%0.011%
8/6/2025 Legacy Wealth Managment LLC ID3,370$442K0.2%+307.0%0.005%
8/6/2025 Savant Capital LLC164,962$21.64M0.1%-1.6%0.227%
8/6/2025 OneAscent Wealth Management LLC14,841$1.95M0.7%+5.5%0.020%
8/6/2025 Horizon Investment Services LLC15,359$2.02M0.9%-5.9%0.021%
8/6/2025 Modera Wealth Management LLC75,450$9.90M0.1%+0.2%0.104%
8/6/2025 Stonebridge Financial Planning Group LLC15,162$1.99M0.8%+49.8%0.021%
8/5/2025 Sheridan Capital Management LLC132,478$17.38M12.0%-10.2%0.182%
8/5/2025 Huntington National Bank609$80K0.0%-45.7%0.001%
8/5/2025 Optivise Advisory Services LLC3,698$485K0.2%+13.7%0.005%
8/5/2025 Bank of Montreal Can8,236$1.08M0.0%+3.9%0.011%
8/5/2025 Sigma Planning Corp14,636$1.92M0.1%-6.5%0.020%
8/5/2025 Strategic Financial Concepts LLC1,962$257K0.0%-6.3%0.003%
8/4/2025 AlphaStar Capital Management LLC10,372$1.36M0.1%N/A0.014%
8/4/2025 Creative Financial Designs Inc. ADV35,024$4.60M0.3%-6.0%0.048%
8/4/2025 Atria Investments Inc40,621$5.33M0.1%+18.5%0.056%
8/4/2025 Assetmark Inc.15,182,180$1.99B4.7%+2.6%20.893%
8/4/2025 World Investment Advisors5,411$710K0.0%-44.9%0.007%
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8/4/2025 WNY Asset Management LLC48,616$6.38M0.7%+1.5%0.067%
8/1/2025 Milestone Asset Management Group LLC23,869$3.13M2.3%+4.3%0.033%
8/1/2025 Zhang Financial LLC29,540$3.88M0.2%-0.9%0.041%
8/1/2025 Y Intercept Hong Kong Ltd5,776$758K0.0%N/A0.008%
8/1/2025 Envestnet Asset Management Inc.1,319,738$173.10M0.1%-4.8%1.816%
7/31/2025 Wealthfront Advisers LLC60,986$8.00M0.0%-18.4%0.084%
7/31/2025 Leavell Investment Management Inc.163,716$21.59M1.0%+2.9%0.225%
7/31/2025 Curio Wealth LLC979$128K0.1%+16,216.7%0.001%
7/31/2025 Keeler Thomas Management LLC2,353$309K0.1%N/A0.003%
7/31/2025 Glass Jacobson Investment Advisors llc24,857$3.26M1.3%+0.6%0.034%
7/31/2025 Trademark Financial Management LLC69,474$9.12M5.6%+52.7%0.096%
7/31/2025 WFA Asset Management Corp245$32K0.0%N/A0.000%
7/30/2025 KPP Advisory Services LLC2,059$270K0.0%-8.4%0.003%
7/30/2025 Strategic Blueprint LLC1,978$260K0.0%-39.6%0.003%
7/30/2025 Principle Wealth Partners LLC34,790$4.56M0.3%+0.7%0.048%
7/30/2025 LifeWealth Investments LLC21,143$2.77M0.9%+28.9%0.029%
7/30/2025 Rehmann Capital Advisory Group7,746$1.02M0.1%+10.5%0.011%
7/30/2025 Black Diamond Financial LLC600,060$78.73M12.2%-12.3%0.826%
7/30/2025 TFB Advisors LLC82,292$10.80M2.8%-2.6%0.113%
7/30/2025 Brookstone Capital Management1,878$246K0.0%-45.2%0.003%
7/30/2025 Phillips Financial Management LLC56,249$7.38M0.5%-0.2%0.077%
7/30/2025 D.A. Davidson & CO.108,895$14.29M0.1%+1.4%0.150%
7/30/2025 Fingerlakes Wealth Management Inc.40,883$5.36M4.0%+32.4%0.056%
7/29/2025 Stephens Inc. AR88,890$11.66M0.2%+7.9%0.122%
7/29/2025 International Assets Investment Management LLC4,185$549K0.0%+63.5%0.006%
7/29/2025 Gladwyn Financial Advisors Inc.53,401$7.01M5.4%N/A0.073%
7/29/2025 Signature Estate & Investment Advisors LLC9,396$1.23M0.0%+5.3%0.013%
7/29/2025 Ifrah Financial Services Inc.22,442$2.94M0.8%-0.5%0.031%
7/29/2025 Koshinski Asset Management Inc.7,189$943K0.1%+4.6%0.010%
7/29/2025 Stratos Wealth Partners LTD.3,987$523K0.0%-17.3%0.005%
7/29/2025 Stratos Wealth Advisors LLC1,545$203K0.0%N/A0.002%
7/29/2025 Private Trust Co. NA1,660$218K0.0%+690.5%0.002%
7/29/2025 Harbor Asset Planning Inc.285$37K0.0%N/A0.000%
7/28/2025 Turtle Creek Wealth Advisors LLC4,074$535K0.1%N/A0.006%
7/28/2025 Mutual Advisors LLC36,915$4.93M0.1%+1.3%0.051%
7/28/2025 Harbour Investments Inc.145,427$19.08M0.5%+0.6%0.200%
7/28/2025 Brown Financial Advisory2,091$274K0.2%N/A0.003%
7/25/2025 NorthRock Partners LLC188$25K0.0%+100.0%0.000%
7/25/2025 Atria Wealth Solutions Inc.105,688$13.94M0.3%-13.1%0.145%
7/25/2025 Sequoia Financial Advisors LLC615,210$80.72M0.2%-0.1%0.847%
7/25/2025 MGO One Seven LLC6,823$895K0.0%+29.8%0.009%
7/25/2025 Welch Group LLC3,147$413K0.0%+11.5%0.004%
7/25/2025 Hazlett Burt & Watson Inc.14,978$1.96M0.8%-4.7%0.021%
7/25/2025 M3 Advisory Group LLC2,242$294K0.2%+14.9%0.003%
7/25/2025 Means Investment CO. Inc.163,407$21.44M2.0%-5.4%0.225%
7/25/2025 Vanguard Personalized Indexing Management LLC5,181$680K0.0%+3.6%0.007%
7/25/2025 Concurrent Investment Advisors LLC29,747$3.90M0.1%+0.7%0.041%
7/25/2025 Johnson Investment Counsel Inc.5,729$752K0.0%+3.8%0.008%
7/25/2025 Apollon Wealth Management LLC1,692$222K0.0%-15.3%0.002%
7/25/2025 Fifth Third Wealth Advisors LLC1,910$251K0.0%N/A0.003%
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7/25/2025 Richardson Financial Services Inc.4,463$591K0.4%+29.2%0.006%
7/24/2025 Von Berge Wealth Management Group LLC120,420$15.91M8.9%+2.7%0.166%
7/24/2025 Cyndeo Wealth Partners LLC7,663$1.01M0.1%+2.3%0.011%
7/24/2025 Antonelli Financial Advisors LLC3,076$404K0.3%N/A0.004%
7/24/2025 Pinion Investment Advisors LLC3,842$504K0.2%+7.7%0.005%
7/24/2025 IFP Advisors Inc6,057$795K0.0%+10.0%0.008%
7/24/2025 Blair William & Co. IL21,551$2.83M0.0%+29.0%0.030%
7/24/2025 US Bancorp DE102,710$13.49M0.0%+0.7%0.142%
7/23/2025 Clear Creek Financial Management LLC2,427$318K0.0%-53.6%0.003%
7/23/2025 ETF Portfolio Partners Inc.169,686$22.26M6.2%-0.6%0.234%
(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, 498 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 ($483.43M), Morgan Stanley ($269.36M), Lincoln National Corp ($227.99M), Ameriprise Financial Inc. ($219.13M), 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 434 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), Raymond James Financial Inc. ($673.71K), LPL Financial LLC ($541.34K), Strategic Financial Concepts LLC ($482.02K), World Investment Advisors LLC ($474.79K), and Ameriprise Financial Inc. ($429.92K).

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

Institutional investors have bought a total of 36,179,237 shares in the last 24 months. This purchase volume represents approximately $4.54B in transactions.

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

Of the 201 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. ($187.98K), OLD National Bancorp IN ($166.19K), Goldman Sachs Group Inc. ($113.22K), and HighTower Advisors LLC ($111.27K).

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

Institutional investors have sold a total of 2,659,407 shares in the last 24 months. This volume of shares sold represents approximately $339.77M in transactions.


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This page (NYSEARCA:MGV) was last updated on 8/8/2025 by MarketBeat.com Staff
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