Go Pro
→ The options guide that actually starts at the beginning (From Base Camp Trading) (Ad)tc pixel Free MGV Stock Alerts

Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$168.83 +0.18 (+0.11%)
As of 10:27 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Number of
Institutional Buyers
(last 12 months)
327
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$330.58M
Get MGV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Mega Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MGV Institutional Buying and Selling by Quarter

Vanguard Mega Cap Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC571$93K0.0%N/A0.001%
8/12/2026 Compass Financial Management LLC4,395$1.20M0.1%N/A0.005%
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%
6/3/2026 NewEdge Advisors LLC9,146$1.33M0.0%-25.6%0.012%
6/2/2026Blue Edge Capital LLC158,616$22.99M3.1%-9.8%0.204%
6/1/2026 Flagship 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%
5/19/2026 Graney & 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%
5/19/2026 Arkadios Wealth Advisors26,535$3.85M0.1%+321.4%0.034%
5/18/2026 EverSource 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%
5/15/2026 Gateway Wealth Partners LLC80,939$11.73M0.5%N/A0.104%
5/15/2026 Quadcap 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/14/2026 Lido Advisors LLC26,999$3.91M0.0%+2.8%0.035%
5/13/2026 Cetera Investment Advisers342,048$49.58M0.1%+7.4%0.440%
5/12/2026 Marin Bay Wealth Advisors LLC4,497$652K0.2%N/A0.006%
5/8/2026 Pacific Sun Financial Corp1,617$234K0.1%+8.0%0.002%
5/8/2026 PNC 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%
5/8/2026 Cassaday & 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%
5/7/2026 Florida 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%
5/6/2026 Modera Wealth Management LLC74,772$10.84M0.1%+1.7%0.096%
5/6/2026 Assetmark 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%
5/5/2026 Wealthfront Advisers LLC69,186$10.03M0.0%+7.6%0.089%
5/5/2026 D.A. Davidson & CO.119,478$17.32M0.1%+3.2%0.154%
5/5/2026 Beaumont Financial Advisors LLC1,381$200K0.0%N/A0.002%
5/5/2026 Collaborative Wealth Managment Inc.4,814$698K0.3%-1.7%0.006%
5/5/2026 Geneos Wealth Management Inc.1,729$251K0.0%-78.6%0.002%
5/5/2026Sanctuary Advisors LLC88,554$12.84M0.1%+2.5%0.114%
5/5/2026 Sigma Planning Corp9,859$1.43M0.0%-35.1%0.013%
5/5/2026 Roberts Glore & Co. Inc. IL18,903$2.74M0.8%+0.6%0.024%
5/4/2026 AMG 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%
5/4/2026 NWF 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%
5/2/2026 ARQ Wealth Advisors LLC83,927$12.17M2.2%+0.8%0.108%
5/2/2026 Diversify Wealth Management LLC32,431$4.88M0.1%N/A0.042%
5/2/2026 Valmark Advisers Inc.2,546$369K0.0%+4.0%0.003%
5/2/2026 UNIVEST FINANCIAL Corp1,404$204K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp49,222$7.14M0.0%N/A0.063%
5/1/2026 Rossmore Private Capital5,160$748K0.1%+316.1%0.007%
5/1/2026 WealthShield Partners LLC70,828$10.26M1.1%-0.5%0.091%
5/1/2026 Simplicity Wealth LLC6,425$931K0.1%+86.6%0.008%
5/1/2026 Avid 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%
4/30/2026 GreatBanc Trust CO5,673$822K0.6%+89.2%0.007%
4/30/2026 Kestra 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%
4/29/2026 Capstone Wealth Management Group LLC47,733$6.92M2.9%+2.6%0.061%
4/28/2026 Ascentis Independent Advisors180$26K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR90,359$13.10M0.2%+6.8%0.116%
4/28/2026 Howe & 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%
4/27/2026 Private 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%
Wall Street is staring at the wrong AI trade (Ad)

Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, a sign of where AI infrastructure spending is heading next. Anthropic remains private, but one publicly traded vehicle holds it as its largest position, alongside stakes in Databricks and Anduril. It trades through any standard brokerage account.tc pixel

Learn more about this ticker before the next headline hits
4/27/2026 Trademark Financial Management LLC35,403$5.13M2.5%+30.7%0.045%
4/27/2026 Heffernan Advisory Inc.1,395$202K0.2%N/A0.002%
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%
4/24/2026 Global Trust Asset Management LLC1,970$286K0.1%+24.3%0.003%
4/24/2026 Harbor Investment Advisory LLC520$75K0.0%N/A0.001%
4/23/2026 Spinnaker 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%


MGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 558 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. ($180.02M), and Merit Financial Group LLC ($178.11M).Learn more on Vanguard Mega Cap Value ETF's institutional investors.

Of the 496 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 8,862,953 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

Of the 189 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), Vantagepoint Investment Advisers LLC ($78.18K), Sequoia Financial Advisors LLC ($68.47K), PNC Financial Services Group Inc. ($66.12K), Bank of America Corp DE ($65.65K), and Assetmark Inc. ($63.94K).

Institutional investors have sold a total of 2,357,580 shares in the last 24 months. This volume of shares sold represents approximately $330.58M in transactions.


Related Companies

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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Iran War: What Happened at 1:11 P.M. Outside D.C.?
A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 t...
Banyan Hill Publishing | Sponsoredtc pixel
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's ...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
How the JPMorgan $8,000 Gold Call Exposed the Biggest Mistake in Most Retirement Accounts
JPMorgan has raised its 2026 gold forecast to $6,300, with a credible path to $8,000, and now calls gold a cor...
Golden Crest Metals | Sponsoredtc pixel