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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$164.03 0.00 (0.00%)
As of 07/2/2026 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)
376
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$388.61M
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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
7/2/2026 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%
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%
5/7/2026Wells Financial Advisors INC4,247$616K2.8%-77.3%0.005%
5/7/2026Balefire 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%
5/6/2026Gallacher Capital Management LLC4,271$619K0.2%+16.3%0.005%
5/6/2026Independent 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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%
5/4/2026Empirical 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%
5/4/2026Procyon Advisors LLC11,345$1.64M0.0%-1.4%0.015%
5/2/2026International 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%
5/1/2026Sequoia 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%
4/30/2026Capital 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%
4/28/2026Revisor 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%
4/27/2026Y 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%
4/27/2026Heffernan Advisory Inc.1,395$202K0.2%N/A0.002%
4/27/2026Sound Income Strategies LLC676$98K0.0%-49.5%0.001%
4/24/2026Merited Wealth LLC13,612$1.97M1.6%+8.6%0.017%
4/24/2026Financial Life Planners276$40K0.0%N/A0.000%
4/24/2026Global Trust Asset Management LLC1,970$286K0.1%+24.3%0.003%
4/24/2026Harbor Investment Advisory LLC520$75K0.0%N/A0.001%
4/23/2026Spinnaker Trust2,467$358K0.0%-4.9%0.003%
4/23/2026Flagstar 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%
4/22/2026Ifrah Financial Services Inc.21,816$3.16M0.8%-2.2%0.028%
4/22/2026Janney Montgomery Scott LLC75,505$10.94M0.0%+0.6%0.097%
4/22/2026WT Wealth Management10,670$1.55M0.5%N/A0.014%
4/22/2026Mayfair Advisory Group LLC60,364$8.75M3.1%+9.3%0.078%
4/21/2026Maridea Wealth Management LLC19,602$2.84M0.4%-2.7%0.025%
4/21/2026Welch Group LLC2,813$408K0.0%-8.4%0.004%
4/21/2026AA Financial Advisors LLC2,442$354K0.0%+3.7%0.003%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
4/21/2026LifeWealth Investments LLC29,612$4.29M1.3%+21.1%0.038%
4/21/2026FSC Wealth Advisors LLC2,861$415K7.9%-84.5%0.004%
4/21/2026Tower View Wealth Management LLC400$58K0.0%N/A0.001%
4/21/2026Silver Oak Securities Incorporated14,089$2.04M0.1%+316.1%0.018%
4/21/2026Fiduciary Alliance LLC50,684$7.56M0.5%-2.9%0.065%
4/20/2026Kestra Private Wealth Services LLC10,396$1.51M0.0%-12.1%0.013%
4/20/2026Ritholtz Wealth Management2,748$398K0.0%-4.1%0.004%
4/20/2026Breakwater Capital Group156,391$22.67M3.0%+7.0%0.201%
4/20/2026Boyd Wealth Management LLC28,572$4.14M1.8%-1.4%0.037%
4/20/2026RFG Advisory LLC5,286$766K0.0%N/A0.007%


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 10,966,976 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Of the 216 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 2,801,937 shares in the last 24 months. This volume of shares sold represents approximately $388.61M in transactions.


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This page (NYSEARCA:MGV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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