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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$156.96 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
376
Total
Institutional Inflows
(last 12 months)
$1.51B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$392.18M
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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
5/22/2026WNY Asset Management LLC29,772$4.32M0.4%N/A0.038%
5/19/2026 Silicon Valley Capital Partners15,499$2.25M0.2%-12.8%0.020%
5/19/2026 Bank 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%
5/19/2026 Centaurus Financial Inc.38,627$5.60M0.3%+3.2%0.050%
5/19/2026 Strategic 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%
5/18/2026 Royal Bank of Canada727,459$105.45M0.0%+8.5%0.935%
5/16/2026 Quantinno Capital Management LP19,025$2.76M0.0%+68.4%0.024%
5/15/2026 Cardiff 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%
5/15/2026 Waverly Advisors LLC113,403$16.44M0.1%+1.3%0.146%
5/14/2026 Renaissance Technologies LLC13,600$1.97M0.0%-22.7%0.017%
5/14/2026 Hilltop Holdings Inc.6,070$880K0.1%-1.2%0.008%
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%
5/8/2026 Resolute 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%
5/7/2026 Legacy 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%
5/6/2026 Prosperity 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%
5/5/2026 Sanctuary 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%
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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%
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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%


MGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 568 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 507 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 10,983,096 shares in the last 24 months. This purchase volume represents approximately $1.51B in transactions.

Of the 215 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 2,833,183 shares in the last 24 months. This volume of shares sold represents approximately $392.18M in transactions.


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This page (NYSEARCA:MGV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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