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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$168.36 +1.00 (+0.60%)
As of 02:59 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)
323
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$345.10M
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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
9/2/2026Range Advisory LLC2,112$345K0.0%N/A0.003%
9/2/2026 Capital & Planning LLC70,530$11.53M6.0%-0.7%0.087%
8/28/2026 Cornerstone Financial Management LLC37,580$6.14M4.9%+1.3%0.047%
8/27/2026 Corient Private Wealth LP11,589$1.89M0.0%-13.2%0.014%
8/23/2026 Ameritas Advisory Services LLC26,568$4.34M0.1%-69.8%0.033%
8/23/2026 Kintra Wealth LLC27,171$4.58M0.2%-1.1%0.034%
8/23/2026 Endeavor Private Wealth Inc.2,561$419K0.1%-10.5%0.003%
8/23/2026 HB Wealth Management LLC98,280$16.06M0.1%+0.6%0.122%
8/22/2026 Compass Financial Management LLC571$93K0.0%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC1,656$271K0.1%N/A0.002%
8/22/2026 Comprehensive Financial Planning Inc. PA4,691$767K0.4%+3.1%0.006%
8/22/2026 NWF Advisory Services Inc.1,752$286K0.0%+10.5%0.002%
8/22/2026 Kickstand Ventures LLC.3,935$643K0.1%-96.8%0.005%
8/22/2026 Concurrent Investment Advisors LLC29,019$4.74M0.0%-0.4%0.036%
8/21/2026 Retireful LLC1,990$325K0.3%N/A0.002%
8/21/2026 Continuum Advisory LLC5,995$980K0.1%+10.0%0.007%
8/21/2026 PFG Private Wealth Management LLC65,983$10.79M4.6%-11.6%0.082%
8/21/2026 Resolute Advisors LLC40,457$6.61M1.6%+0.4%0.050%
8/21/2026 Keeler Thomas Management LLC10,330$1.69M0.6%N/A0.013%
8/20/2026 Avant Capital LLC65,832$10.76M6.8%+88.7%0.082%
8/20/2026 Nwam LLC21,446$3.51M0.2%N/A0.027%
8/20/2026 Piedmont Capital Management LLC112,445$18.38M9.4%N/A0.139%
8/20/2026 Rehmann Capital Advisory Group7,027$1.15M0.0%-5.2%0.009%
8/20/2026 BTG Pactual Asset Management US LLC724,232$118.38M7.1%+238.0%0.898%
8/20/2026 Oarsman Capital Inc.5,807$949K0.1%N/A0.007%
8/20/2026 ICONIQ Capital LLC7,295$1.19M0.0%N/A0.009%
8/20/2026 Greenleaf Trust3,489$307K0.0%N/A0.004%
8/17/2026 Blue Edge Capital LLC158,930$25.98M3.1%N/A0.197%
8/12/2026 Compass Financial Management LLC571$93K0.0%N/A0.001%
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%
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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%
6/2/2026 Blue 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%
5/22/2026 WNY Asset Management LLC29,772$4.32M0.4%N/A0.038%
5/19/2026Silicon Valley Capital Partners15,499$2.25M0.2%-12.8%0.020%
5/19/2026 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%
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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%


MGV Institutional Ownership - Frequently Asked Questions

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. ($2.26B), 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 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 9,254,429 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

Of the 195 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), Kickstand Ventures LLC. ($118.14K), Vantagepoint Investment Advisers LLC ($78.18K), Ameritas Advisory Services LLC ($69.01K), Sequoia Financial Advisors LLC ($68.47K), PNC Financial Services Group Inc. ($66.12K), and Bank of America Corp DE ($65.65K).

Institutional investors have sold a total of 2,421,093 shares in the last 24 months. This volume of shares sold represents approximately $345.10M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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