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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$164.21 +0.57 (+0.35%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Number of
Institutional Buyers
(last 12 months)
359
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$372.20M
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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
7/10/2026 Annex Advisory Services LLC109,313$17.87M0.3%-1.9%0.136%
7/10/2026 Kentucky Trust Co177$29K0.0%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC154,959$25.33M0.5%+3.9%0.192%
7/9/2026 Wealthcare Capital Partners LLC16,915$2.77M1.1%-1.2%0.021%
7/9/2026 LWM Advisors Inc.3,180$520K0.4%-4.4%0.004%
7/9/2026 Focus Financial Network Inc.14,587$2.38M0.1%+147.6%0.018%
7/9/2026 Wealthcare Capital Management LLC6,401$1.05M0.1%-5.1%0.008%
7/9/2026 Breakwater Capital Group158,867$25.97M3.1%+1.6%0.197%
7/9/2026 Crumly & Associates Inc.76,747$12.54M2.4%+7.5%0.095%
7/9/2026 Worth Asset Management LLC16,316$2.67M0.9%-24.1%0.020%
7/8/2026 Colorado Capital Management Inc.54,393$8.89M3.0%+9.0%0.067%
7/8/2026 Strategic Investment Solutions Inc. IL4,255$695K0.2%-9.9%0.005%
7/8/2026 Praetorian Wealth Management Inc.379,594$62.05M10.7%+2.9%0.471%
7/7/2026 Balefire LLC3,372$551K0.1%-3.6%0.004%
7/7/2026 Avior Wealth Management LLC226,306$37M1.0%+52.2%0.285%
7/7/2026 CoreCap Advisors LLC11,373$1.86M0.1%+9.7%0.014%
7/6/2026 Stonebridge Financial Group LLC2,015$329K0.0%+14.9%0.003%
7/2/2026 Gladwyn 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%
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%
5/14/2026Hilltop Holdings Inc.6,070$880K0.1%-1.2%0.008%
5/14/2026Lido Advisors LLC26,999$3.91M0.0%+2.8%0.035%
5/13/2026Cetera Investment Advisers342,048$49.58M0.1%+7.4%0.440%
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5/12/2026Marin Bay Wealth Advisors LLC4,497$652K0.2%N/A0.006%
5/8/2026Pacific Sun Financial Corp1,617$234K0.1%+8.0%0.002%
5/8/2026PNC Financial Services Group Inc.1,160,993$168.29M0.1%-5.1%1.492%
5/8/2026Resolute Advisors LLC40,306$5.84M2.4%+0.6%0.052%
5/8/2026Cassaday & Co Wealth Management LLC6,966$1.01M0.0%-5.1%0.009%
5/7/2026Legacy Wealth Managment LLC ID6,743$977K0.5%+2.1%0.009%
5/7/2026Florida Financial Advisors LLC19,485$2.82M0.7%+20.2%0.025%
5/7/2026 Wells Financial Advisors INC4,247$616K2.8%-77.3%0.005%
5/7/2026 Balefire LLC3,497$507K0.1%+8.0%0.004%
5/6/2026Modera Wealth Management LLC74,772$10.84M0.1%+1.7%0.096%
5/6/2026Assetmark Inc.15,596,695$2.26B4.6%+1.1%20.042%
5/6/2026 Gallacher Capital Management LLC4,271$619K0.2%+16.3%0.005%
5/6/2026 Independent Financial Group LLC17,174$2.49M0.1%N/A0.022%
5/6/2026Prosperity Consulting Group LLC373,096$54.08M2.4%+1.0%0.479%
5/5/2026Wealthfront Advisers LLC69,186$10.03M0.0%+7.6%0.089%
5/5/2026D.A. Davidson & CO.119,478$17.32M0.1%+3.2%0.154%
5/5/2026Beaumont Financial Advisors LLC1,381$200K0.0%N/A0.002%
5/5/2026Collaborative Wealth Managment Inc.4,814$698K0.3%-1.7%0.006%
5/5/2026Geneos Wealth Management Inc.1,729$251K0.0%-78.6%0.002%
5/5/2026Sanctuary Advisors LLC88,554$12.84M0.1%+2.5%0.114%
5/5/2026Sigma Planning Corp9,859$1.43M0.0%-35.1%0.013%
5/5/2026Roberts Glore & Co. Inc. IL18,903$2.74M0.8%+0.6%0.024%
5/4/2026AMG National Trust Bank2,290$332K0.0%+9.0%0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management121,428$17.60M0.3%+2.5%0.156%
5/4/2026NWF Advisory Services Inc.1,586$230K0.0%N/A0.002%
5/4/2026 Procyon Advisors LLC11,345$1.64M0.0%-1.4%0.015%
5/2/2026 International Assets Investment Management LLC4,337$630K0.0%+3.6%0.006%
5/2/2026ARQ Wealth Advisors LLC83,927$12.17M2.2%+0.8%0.108%
5/2/2026Diversify Wealth Management LLC32,431$4.88M0.1%N/A0.042%
5/2/2026Valmark Advisers Inc.2,546$369K0.0%+4.0%0.003%
5/2/2026UNIVEST FINANCIAL Corp1,404$204K0.0%N/A0.002%
5/1/2026Fifth Third Bancorp49,222$7.14M0.0%N/A0.063%
5/1/2026Rossmore Private Capital5,160$748K0.1%+316.1%0.007%
5/1/2026WealthShield Partners LLC70,828$10.26M1.1%-0.5%0.091%
5/1/2026Simplicity Wealth LLC6,425$931K0.1%+86.6%0.008%
5/1/2026Avid Wealth Partners LLC100,874$14.62M6.9%+5.4%0.130%
5/1/2026 Sequoia Financial Advisors LLC546,743$79.25M0.4%-3.4%0.703%
4/30/2026GreatBanc Trust CO5,673$822K0.6%+89.2%0.007%
4/30/2026Kestra Advisory Services LLC374,801$54.33M0.2%+9.6%0.482%
4/30/2026 Capital Planning LLC71,058$10.30M3.4%+14.2%0.091%
4/29/2026Capstone Wealth Management Group LLC47,733$6.92M2.9%+2.6%0.061%
4/28/2026Ascentis Independent Advisors180$26K0.0%N/A0.000%
4/28/2026Stephens Inc. AR90,359$13.10M0.2%+6.8%0.116%
4/28/2026Howe & Rusling Inc.68,376$9.91M0.6%+12.1%0.088%
4/28/2026 Revisor Wealth Management LLC14,113$2.05M0.6%+6.8%0.018%
4/27/2026World Investment Advisors7,955$1.15M0.0%+3.6%0.010%
4/27/2026Private Advisor Group LLC97,914$14.19M0.1%+2.6%0.126%
4/27/2026 Y Intercept Hong Kong Ltd7,987$1.16M0.0%+153.4%0.010%
4/27/2026Trademark Financial Management LLC35,403$5.13M2.5%+30.7%0.045%
4/27/2026 Heffernan Advisory Inc.1,395$202K0.2%N/A0.002%
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4/27/2026 Sound Income Strategies LLC676$98K0.0%-49.5%0.001%
4/24/2026Merited Wealth LLC13,612$1.97M1.6%+8.6%0.017%
4/24/2026 Financial Life Planners276$40K0.0%N/A0.000%
4/24/2026Global Trust Asset Management LLC1,970$286K0.1%+24.3%0.003%
4/24/2026 Harbor Investment Advisory LLC520$75K0.0%N/A0.001%
4/23/2026Spinnaker Trust2,467$358K0.0%-4.9%0.003%
4/23/2026 Flagstar Advisors Inc.1,448$210K0.1%N/A0.002%
4/23/2026Marmo Financial Group LLC151,239$21.92M10.9%+0.3%0.194%
4/23/2026Continuum Advisory LLC5,449$790K0.1%+2.3%0.007%
4/23/2026Pinnacle Bancorp Inc.26,770$3.88M1.1%+5.0%0.034%


MGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 563 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), Lincoln National Corp ($227.99M), and Envestnet Asset Management Inc. ($180.02M).Learn more on Vanguard Mega Cap Value ETF's institutional investors.

Of the 501 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 10,309,548 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Of the 210 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), BNP Paribas Financial Markets ($149.26K), PNC Financial Services Group Inc. ($98.90K), Black Diamond Financial LLC ($84.35K), Envestnet Asset Management Inc. ($79.95K), Vantagepoint Investment Advisers LLC ($78.18K), and Wealthspire Advisors LLC ($75.24K).

Institutional investors have sold a total of 2,674,744 shares in the last 24 months. This volume of shares sold represents approximately $372.20M in transactions.


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This page (NYSEARCA:MGV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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