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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$152.73 +1.59 (+1.05%)
As of 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)
390
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$401.95M
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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
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%
5/5/2026 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%
4/27/2026 World 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%
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%
4/24/2026 Merited 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%
4/23/2026 Marmo Financial Group LLC151,239$21.92M10.9%+0.3%0.194%
4/23/2026 Continuum Advisory LLC5,449$790K0.1%+2.3%0.007%
4/23/2026 Pinnacle Bancorp Inc.26,770$3.88M1.1%+5.0%0.034%
4/22/2026 Ifrah Financial Services Inc.21,816$3.16M0.8%-2.2%0.028%
4/22/2026 Janney Montgomery Scott LLC75,505$10.94M0.0%+0.6%0.097%
4/22/2026 WT Wealth Management10,670$1.55M0.5%N/A0.014%
4/22/2026 Mayfair Advisory Group LLC60,364$8.75M3.1%+9.3%0.078%
4/21/2026 Maridea Wealth Management LLC19,602$2.84M0.4%-2.7%0.025%
4/21/2026 Welch Group LLC2,813$408K0.0%-8.4%0.004%
4/21/2026 AA Financial Advisors LLC2,442$354K0.0%+3.7%0.003%
4/21/2026 LifeWealth Investments LLC29,612$4.29M1.3%+21.1%0.038%
4/21/2026 FSC Wealth Advisors LLC2,861$415K7.9%-84.5%0.004%
4/21/2026 Tower View Wealth Management LLC400$58K0.0%N/A0.001%
4/21/2026 Silver Oak Securities Incorporated14,089$2.04M0.1%+316.1%0.018%
4/21/2026 Fiduciary Alliance LLC50,684$7.56M0.5%-2.9%0.065%
4/20/2026 Kestra Private Wealth Services LLC10,396$1.51M0.0%-12.1%0.013%
4/20/2026 Ritholtz Wealth Management2,748$398K0.0%-4.1%0.004%
4/20/2026 Breakwater Capital Group156,391$22.67M3.0%+7.0%0.201%
4/20/2026 Boyd Wealth Management LLC28,572$4.14M1.8%-1.4%0.037%
4/20/2026 RFG Advisory LLC5,286$766K0.0%N/A0.007%
4/18/2026 Integrated Capital Management LLC206,175$29.89M12.6%+2.5%0.265%
4/17/2026 Worth Asset Management LLC21,484$3.11M1.2%N/A0.028%
4/17/2026 Matthew Goff Investment Advisor LLC11,018$1.60M0.3%N/A0.014%
4/17/2026 James J. Burns & Company LLC79,569$11.53M1.6%-2.7%0.102%
4/17/2026 Sterling Investment Counsel LLC2,556$370K0.1%+35.2%0.003%
4/17/2026 Brookstone Capital Management35,737$5.18M0.1%+905.0%0.046%
4/16/2026 Capstone Wealth Management Group LLC46,503$6.56M4.0%+5.6%0.060%
4/16/2026 Waystone Advisors LLC40,127$5.82M5.2%-1.1%0.052%
4/16/2026 Petredis Investment Advisors LLC367,428$53.26M4.4%+1.0%0.472%
4/16/2026 Center For Asset Management LLC37,087$5.38M2.7%-1.7%0.048%
4/16/2026 McClarren Financial Advisors Inc.2,100$304K0.2%+112.6%0.003%
3/17/2026Rockefeller Capital Management L.P.473,772$66.88M0.1%+0.2%0.623%
3/13/2026 World Investment Advisors7,678$1.08M0.0%+3.5%0.010%
3/9/2026Corient Private Wealth LLC13,273$1.87M0.0%+75.8%0.017%
3/4/2026 Pure Financial Advisors LLC296,940$41.92M0.6%+1.3%0.390%
3/4/2026Rehmann Capital Advisory Group8,221$1.16M0.1%+2.5%0.011%
3/3/2026Bank of Hawaii15,531$2.19M0.1%-4.2%0.020%
2/23/2026 MV Capital Management Inc.928$131K0.0%N/A0.001%
2/19/2026Corient Private Wealth LLC10,603$1.50M0.0%+40.4%0.014%
2/18/2026Strive Financial Group LLC300$42K0.0%N/A0.000%
2/18/2026Mercer Global Advisors Inc. ADV28,194$3.98M0.0%+10.7%0.037%
2/18/2026Caitlin John LLC2,689$380K0.2%-5.9%0.004%
2/18/2026 Braeburn Wealth Management LLC183,259$25.87M13.2%N/A0.241%
2/18/2026Beacon Pointe Advisors LLC17,066$2.41M0.0%-0.7%0.022%
2/18/2026EP Wealth Advisors LLC13,725$1.94M0.0%N/A0.018%
2/18/2026NewEdge Advisors LLC12,292$1.74M0.0%+15.9%0.016%
2/18/2026Pacific Excel Wealth Advisors Inc.8,832$1.25M2.3%N/A0.012%
2/18/2026Strategic Investment Advisors MI331,869$46.88M4.1%+3,318,590.0%0.436%
2/18/2026Main Street Financial Solutions LLC2,950$416K0.0%-2.3%0.004%
2/18/2026IHT Wealth Management LLC1,764$249K0.0%-9.4%0.002%
2/17/2026AQR Capital Management LLC25,864$3.65M0.0%+667.5%0.034%
2/17/2026Cetera Investment Advisers318,620$44.98M0.0%+10.8%0.419%
2/17/2026Cardiff Park Advisors LLC5,321$751K0.1%+13.8%0.007%
2/17/2026Hilltop Holdings Inc.6,146$867K0.1%-9.3%0.008%
2/17/2026Equitable Holdings Inc.29,194$4.12M0.0%+1.4%0.038%
2/17/2026Kovack Advisors Inc.2,161$305K0.0%N/A0.003%
2/17/2026BTG Pactual Asset Management US LLC194,054$25.46M2.4%-4.6%0.255%
2/17/2026Osaic Holdings Inc.215,566$30.45M0.0%-80.4%0.283%
2/17/2026 Private Advisor Group LLC95,449$13.47M0.1%-16.3%0.125%


MGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MGV shares?

During the previous two years, 567 institutional investors and hedge funds held shares of Vanguard Mega Cap Value ETF. The most heavily invested institutionals were Assetmark Inc. ($2.18B), Bank of America Corp DE ($594.90M), 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.

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

Of the 505 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. ($2.07M), 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).

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

Institutional investors have bought a total of 11,615,930 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

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

Of the 229 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), Goldman Sachs Group Inc. ($125.07K), Black Diamond Financial LLC ($84.35K), Envestnet Asset Management Inc. ($79.95K), Vantagepoint Investment Advisers LLC ($78.18K), and Wealthspire Advisors LLC ($75.24K).

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

Institutional investors have sold a total of 2,920,343 shares in the last 24 months. This volume of shares sold represents approximately $401.95M in transactions.


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This page (NYSEARCA:MGV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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