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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$163.48 -0.97 (-0.59%)
Closing price 04:10 PM Eastern
Extended Trading
$163.43 -0.05 (-0.03%)
As of 07:30 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 Massive. 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)
328
Total
Institutional Inflows
(last 12 months)
$1.18B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$395.37M
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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
10/13/2026Heffernan Advisory Inc.1,408$227K0.2%N/A0.002%
10/13/2026Sax Wealth Advisors LLC15,806$2.55M0.1%-4.5%0.019%
10/13/2026Avior Wealth Management LLC242,661$39.14M1.0%-50.9%0.290%
10/10/2026Capital Planning LLC69,727$11.23M3.1%-1.1%0.083%
10/10/2026Harpswell Capital Advisors LLC9,881$1.59M1.0%-15.4%0.012%
10/10/2026Freestate Advisors LLC10,440$1.68M1.3%N/A0.012%
10/9/2026Balefire LLC3,269$527K0.1%-3.1%0.004%
10/9/2026Breakwater Capital Group164,589$26.51M3.1%+3.6%0.197%
10/8/2026Farther Finance Advisors LLC13,645$2.20M0.0%+6.0%0.016%
10/8/2026CoreCap Advisors LLC12,538$2.02M0.1%+10.2%0.015%
10/8/2026Titleist Asset Management LLC193,876$31.23M2.0%+1.3%0.232%
10/8/2026LWM Advisors Inc.3,319$535K0.4%+4.4%0.004%
10/7/2026Venture Visionary Partners LLC5,233$843K0.0%+3.0%0.006%
10/7/2026Worth Asset Management LLC9,575$1.54M0.4%-41.3%0.011%
10/7/2026Crumly & Associates Inc.101,549$16.36M2.9%+32.3%0.121%
10/6/2026Colton Groome Financial Advisors LLC4,997$805K0.2%-4.5%0.006%
10/5/2026Gladwyn Financial Advisors Inc.59,508$9.59M6.2%-2.4%0.072%
10/5/2026Olistico Wealth LLC23,813$3.84M1.6%+9.9%0.029%
10/1/2026 Noble Wealth Management PBC3,932$633K0.3%-1.8%0.005%
9/23/2026QRG Capital Management Inc.1,567$256K0.0%N/A0.002%
9/23/2026Envestnet Asset Management Inc.1,237,905$202.34M0.0%-2.6%1.504%
9/21/2026Silicon Valley Capital Partners15,567$2.54M0.2%+0.4%0.019%
9/11/2026Bullseye Investment Management LLC245$40K0.0%N/A0.000%
9/9/2026Miramontes Capital LLC5,828$953K0.3%-8.7%0.007%
9/9/2026Sequoia Financial Advisors LLC531,727$86.91M0.4%-2.7%0.659%
9/9/2026Capital Advantage Inc.197,037$32.21M3.9%-0.3%0.244%
9/9/2026Integrated Wealth Concepts LLC5,682$929K0.0%-56.1%0.007%
9/9/2026RFG Advisory LLC4,061$664K0.0%-23.2%0.005%
9/9/2026NewEdge Advisors LLC10,863$1.78M0.0%+18.8%0.013%
9/9/2026IFP Advisors Inc5,717$934K0.0%-17.6%0.007%
9/9/2026Baird Financial Group Inc.387,221$63.29M0.1%+1.0%0.480%
9/8/2026Hudock Inc.6,777$1.11M0.1%-2.9%0.008%
9/8/2026Allworth Financial LP17,424$2.85M0.0%-1.3%0.022%
9/8/2026Waverly Advisors LLC145,484$23.78M0.1%+28.3%0.180%
9/2/2026Range Advisory LLC2,112$345K0.0%N/A0.003%
9/2/2026Capital & Planning LLC70,530$11.53M6.0%-0.7%0.087%
8/28/2026Cornerstone Financial Management LLC37,580$6.14M4.9%+1.3%0.047%
8/27/2026Corient Private Wealth LP11,589$1.89M0.0%-13.2%0.014%
8/23/2026Ameritas Advisory Services LLC26,568$4.34M0.1%-69.8%0.033%
8/23/2026Kintra Wealth LLC27,171$4.58M0.2%-1.1%0.034%
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8/23/2026Endeavor Private Wealth Inc.2,561$419K0.1%-10.5%0.003%
8/23/2026HB Wealth Management LLC98,280$16.06M0.1%+0.6%0.122%
8/22/2026Compass Financial Management LLC571$93K0.0%N/A0.001%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC1,656$271K0.1%N/A0.002%
8/22/2026Comprehensive Financial Planning Inc. PA4,691$767K0.4%+3.1%0.006%
8/22/2026NWF Advisory Services Inc.1,752$286K0.0%+10.5%0.002%
8/22/2026Kickstand Ventures LLC.3,935$643K0.1%-96.8%0.005%
8/22/2026Concurrent Investment Advisors LLC29,019$4.74M0.0%-0.4%0.036%
8/21/2026Retireful LLC1,990$325K0.3%N/A0.002%
8/21/2026Continuum Advisory LLC5,995$980K0.1%+10.0%0.007%
8/21/2026PFG Private Wealth Management LLC65,983$10.79M4.6%-11.6%0.082%
8/21/2026Resolute Advisors LLC40,457$6.61M1.6%+0.4%0.050%
8/21/2026Keeler Thomas Management LLC10,330$1.69M0.6%N/A0.013%
8/20/2026Avant Capital LLC65,832$10.76M6.8%+88.7%0.082%
8/20/2026Nwam LLC21,446$3.51M0.2%N/A0.027%
8/20/2026Piedmont Capital Management LLC112,445$18.38M9.4%N/A0.139%
8/20/2026Rehmann Capital Advisory Group7,027$1.15M0.0%-5.2%0.009%
8/20/2026BTG Pactual Asset Management US LLC724,232$118.38M7.1%+238.0%0.898%
8/20/2026Oarsman Capital Inc.5,807$949K0.1%N/A0.007%
8/20/2026ICONIQ Capital LLC7,295$1.19M0.0%N/A0.009%
8/20/2026Greenleaf Trust3,489$307K0.0%N/A0.004%
8/17/2026Blue Edge Capital LLC158,930$25.98M3.1%+0.2%0.197%
8/12/2026Compass Financial Management LLC571$93K0.0%N/A0.001%
7/10/2026Annex Advisory Services LLC109,313$17.87M0.3%-1.9%0.136%
7/10/2026Kentucky Trust Co177$29K0.0%N/A0.000%
7/10/2026Wealthcare Advisory Partners LLC154,959$25.33M0.5%+3.9%0.192%
7/9/2026Wealthcare Capital Partners LLC16,915$2.77M1.1%-1.2%0.021%
7/9/2026LWM Advisors Inc.3,180$520K0.4%-4.4%0.004%
7/9/2026Focus Financial Network Inc.14,587$2.38M0.1%+147.6%0.018%
7/9/2026Wealthcare Capital Management LLC6,401$1.05M0.1%-5.1%0.008%
7/9/2026Breakwater Capital Group158,867$25.97M3.1%+1.6%0.197%
7/9/2026Crumly & Associates Inc.76,747$12.54M2.4%+7.5%0.095%
7/9/2026Worth Asset Management LLC16,316$2.67M0.9%-24.1%0.020%
7/8/2026Colorado Capital Management Inc.54,393$8.89M3.0%+9.0%0.067%
7/8/2026Strategic Investment Solutions Inc. IL4,255$695K0.2%-9.9%0.005%
7/8/2026Praetorian Wealth Management Inc.379,594$62.05M10.7%+2.9%0.471%
7/7/2026Balefire LLC3,372$551K0.1%-3.6%0.004%
7/7/2026Avior Wealth Management LLC226,306$37M1.0%+52.2%0.285%
7/7/2026CoreCap Advisors LLC11,373$1.86M0.1%+9.7%0.014%
7/6/2026 Stonebridge Financial Group LLC2,015$329K0.0%+14.9%0.003%
7/2/2026Gladwyn Financial Advisors Inc.60,975$9.97M6.2%+4.4%0.077%
7/1/2026 Noble Wealth Management PBC4,005$655K0.3%-16.7%0.005%
6/3/2026NewEdge Advisors LLC9,146$1.33M0.0%-25.6%0.012%
6/2/2026Blue Edge Capital LLC158,616$22.99M3.1%-9.8%0.204%
6/1/2026Flagship Wealth Advisors LLC7,897$1.15M0.5%-42.8%0.010%
5/22/2026WNY Asset Management LLC29,772$4.32M0.4%N/A0.038%
5/19/2026Silicon Valley Capital Partners15,499$2.25M0.2%-12.8%0.020%
5/19/2026Bank of America Corp DE4,639,212$672.45M0.0%+2.6%5.961%
5/19/2026Graney & King LLC174,183$25.25M13.6%+3.3%0.224%
5/19/2026Centaurus Financial Inc.38,627$5.60M0.3%+3.2%0.050%
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5/19/2026Strategic Investment Advisors MI434,386$63.01M4.4%+30.9%0.558%
5/19/2026Arkadios Wealth Advisors26,535$3.85M0.1%+321.4%0.034%
5/18/2026EverSource Wealth Advisors LLC49,571$7.19M0.2%+58.0%0.064%
5/18/2026Royal Bank of Canada727,459$105.45M0.0%+8.5%0.935%
5/16/2026Quantinno Capital Management LP19,025$2.76M0.0%+68.4%0.024%
5/15/2026Cardiff Park Advisors LLC6,070$880K0.1%+14.1%0.008%
5/15/2026Gateway Wealth Partners LLC80,939$11.73M0.5%N/A0.104%
5/15/2026Quadcap Wealth Management LLC67,028$9.72M1.1%-9.1%0.086%
5/15/2026Waverly Advisors LLC113,403$16.44M0.1%+1.3%0.146%
5/14/2026Renaissance Technologies LLC13,600$1.97M0.0%-22.7%0.017%


MGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 570 institutional investors and hedge funds held shares of Vanguard Mega Cap Value ETF. The most heavily invested institutionals were Assetmark Inc. ($2.26B), Bank of America Corp DE ($672.45M), Morgan Stanley ($420.65M), Ameriprise Financial Inc. ($281.26M), UBS Group AG ($254.00M), Envestnet Asset Management Inc. ($202.34M), and Merit Financial Group LLC ($178.11M).Learn more on Vanguard Mega Cap Value ETF's institutional investors.

Of the 502 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 ($27.11M), Assetmark Inc. ($2.24M), Osaic Holdings Inc. ($932.59K), Merit Financial Group LLC ($914.24K), Raymond James Financial Inc. ($867.49K), Vantagepoint Investment Advisers LLC ($838.80K), and Ameriprise Financial Inc. ($671.28K).

Institutional investors have bought a total of 8,244,144 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

Of the 200 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: Osaic Holdings Inc. ($882.51K), Avior Wealth Management LLC ($251.11K), Kickstand Ventures LLC. ($118.14K), Sequoia Financial Advisors LLC ($83.48K), Vantagepoint Investment Advisers LLC ($78.18K), Ameritas Advisory Services LLC ($69.01K), and PNC Financial Services Group Inc. ($66.12K).

Institutional investors have sold a total of 2,730,106 shares in the last 24 months. This volume of shares sold represents approximately $395.37M in transactions.


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Institutional ownership data for NYSEARCA:MGV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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