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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$134.90 +0.39 (+0.29%)
Closing price 04:10 PM Eastern
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$134.90 +0.00 (+0.00%)
As of 05:55 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)
368
Total
Institutional Inflows
(last 12 months)
$4.71B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$354.94M
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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
8/27/2025 Orion Porfolio Solutions LLC16,250$2.13M0.0%+64.2%0.022%
8/26/2025 Zeit Capital LLC191,343$25.10M17.9%+0.5%0.264%
8/25/2025 Silverlake Wealth Management LLC22,567$2.96M0.9%+24.2%0.031%
8/19/2025 Advisory Services Network LLC3,819$499K0.0%+88.1%0.005%
8/18/2025 Finward Bancorp13,827$1.81M1.4%+2.0%0.019%
8/18/2025 Tactive Advisors LLC4,645$609K0.2%N/A0.006%
8/18/2025 Geneos Wealth Management Inc.1,474$193K0.0%-9.5%0.002%
8/18/2025 Westwood Holdings Group Inc.36,450$4.78M0.0%+1.7%0.050%
8/18/2025 Cornerstone Financial Group LLC NE 6,431$844K0.7%+20.6%0.009%
8/15/2025 Strategic Investment Advisors MI314,034$41.28M4.0%+8.6%0.434%
8/15/2025 Tower Research Capital LLC TRC 5,760$756K0.0%N/A0.008%
8/15/2025 Blue Edge Capital LLC167,823$22.02M3.3%-1.2%0.232%
8/15/2025 Corient Private Wealth LLC21,916$2.88M0.0%+299.8%0.030%
8/15/2025 Equitable Holdings Inc.27,832$3.65M0.0%+3.2%0.038%
8/15/2025 Florida Financial Advisors LLC10,098$1.33M0.4%+5.1%0.014%
8/15/2025 Captrust Financial Advisors46,357$6.08M0.0%-1.1%0.064%
8/15/2025 Visionary Wealth Advisors8,107$1.06M0.1%+1.0%0.011%
8/15/2025 Smartleaf Asset Management LLC207,742$27.27M2.4%+1.0%0.287%
8/15/2025 Orion Porfolio Solutions LLC16,250$2.13M0.0%+64.2%0.022%
8/15/2025 MML Investors Services LLC459,429$60.28M0.2%+4.7%0.634%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.38,008$4.99M0.9%-1.5%0.052%
8/15/2025 IHT Wealth Management LLC1,706$224K0.0%N/A0.002%
8/15/2025 EP Wealth Advisors LLC11,828$1.55M0.0%-4.0%0.016%
8/15/2025 BNP Paribas Financial Markets25,044$3.29M0.0%-83.2%0.035%
8/15/2025 BTG Pactual Asset Management US LLC197,592$25.92M2.8%+5.1%0.273%
8/15/2025 Bank of America Corp DE4,384,642$575.27M0.0%+7.9%6.053%
8/15/2025 Ameriprise Financial Inc.1,743,113$228.63M0.1%+2.5%2.406%
8/14/2025 Graney & King LLC147,240$19.32M13.0%+493.1%0.203%
8/14/2025 Raymond James Financial Inc.855,215$112.20M0.0%+29.3%1.181%
8/14/2025 Betterment LLC2,730$358K0.0%+3.4%0.004%
8/14/2025 Diversify Advisory Services LLC15,656$2.07M0.1%+13.6%0.022%
8/14/2025 HUB Investment Partners LLC2,906$381K0.0%+7.9%0.004%
8/14/2025 Clarity Asset Management Inc.589$77K0.0%+685.3%0.001%
8/14/2025 FAS Wealth Partners Inc.1,385$182K0.0%N/A0.002%
8/14/2025 NewEdge Advisors LLC12,167$1.60M0.0%+4.9%0.017%
8/14/2025 Qube Research & Technologies Ltd1,703$223K0.0%-22.7%0.002%
8/14/2025 Cary Street Partners Financial LLC10,356$1.36M0.0%-6.2%0.014%
8/13/2025 Per Stirling Capital Management LLC.87,981$11.54M1.5%+93.6%0.121%
8/13/2025 Quantum Portfolio Management LLC3,785$497K0.2%-6.4%0.005%
8/13/2025 StoneX Group Inc.6,635$875K0.0%-1.8%0.009%
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8/13/2025 Cresset Asset Management LLC125,263$16.52M0.1%-0.2%0.173%
8/13/2025 Royal Fund Management LLC26,263$3.45M0.3%+3.1%0.036%
8/13/2025 Dynamic Wealth Strategies LLC229$30K0.0%N/A0.000%
8/13/2025 Baird Financial Group Inc.207,899$27.28M0.0%+20.2%0.287%
8/13/2025 Raab & Moskowitz Asset Management LLC5,597$734K0.2%-3.9%0.008%
8/13/2025 Kilter Group LLC221$29K0.0%N/A0.000%
8/13/2025 EverSource Wealth Advisors LLC36,923$4.84M0.2%-0.6%0.051%
8/13/2025 Fort Sheridan Advisors LLC2,610$342K0.0%+36.3%0.004%
8/13/2025 Beacon Pointe Advisors LLC203,743$26.73M0.3%+0.3%0.281%
8/13/2025 M&T Bank Corp7,855$1.03M0.0%-1.6%0.011%
8/13/2025 Bernardo Wealth Planning LLC236,708$31.06M6.7%-0.6%0.327%
8/13/2025 Lido Advisors LLC30,217$3.97M0.0%+123.3%0.042%
8/13/2025 Level Four Advisory Services LLC9,157$1.20M0.0%+10.8%0.013%
8/13/2025 Northwestern Mutual Wealth Management Co.56,509$7.41M0.0%-9.4%0.078%
8/13/2025 Johnson Financial Group Inc.1,062$140K0.0%N/A0.001%
8/13/2025 Mayfair Advisory Group LLC22,301$2.93M1.4%N/A0.031%
8/13/2025 Russell Investments Group Ltd.4,063$533K0.0%+5.0%0.006%
8/12/2025 J.W. Cole Advisors Inc.12,519$1.64M0.0%+129.5%0.017%
8/12/2025 Steward Partners Investment Advisory LLC4,433$582K0.0%-5.5%0.006%
8/12/2025 Quadcap Wealth Management LLC83,244$10.92M1.4%+5.5%0.115%
8/12/2025 CreativeOne Wealth LLC16,556$2.17M0.1%+189.4%0.023%
8/12/2025Jefferies Financial Group Inc.2,668$350K0.0%N/A0.004%
8/12/2025 Global Retirement Partners LLC11,182$1.47M0.0%N/A0.015%
8/12/2025 Titleist Asset Management LLC136,252$17.88M1.8%+36.2%0.188%
8/12/2025 CFC Planning Co LLC2,743$360K0.3%+15.2%0.004%
8/12/2025 MAI Capital Management24,852$3.26M0.0%-3.4%0.034%
8/12/2025 JPMorgan Chase & Co.510,051$66.92M0.0%+188.2%0.704%
8/12/2025 Howe & Rusling Inc.51,615$6.77M0.5%+28.6%0.071%
8/11/2025 VSM Wealth Advisory LLC8,854$1.16M0.4%+12.1%0.012%
8/11/2025 Wealthspire Advisors LLC132,914$17.44M0.1%-13.3%0.183%
8/11/2025 FSC Wealth Advisors LLC53,126$6.97M4.3%+1.2%0.073%
8/11/2025 PFG Private Wealth Management LLC43,725$5.74M3.0%+1.7%0.060%
8/11/2025 Synergy Investment Management LLC5,550$728K0.4%-6.2%0.008%
8/11/2025 United Advisor Group LLC1,596$209K0.0%-56.4%0.002%
8/11/2025 Landaas & Co. WI ADV5,186$680K0.2%+9.5%0.007%
8/11/2025 Western Wealth Management LLC4,296$564K0.0%-4.8%0.006%
8/8/2025 Financial Gravity Companies Inc.743$97K0.0%N/A0.001%
8/8/2025 MTM Investment Management LLC281$37K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.473,602$62.14M0.2%-3.1%0.652%
8/8/2025 Collaborative Wealth Managment Inc.5,446$715K0.3%-4.8%0.007%
8/8/2025 Avantax Advisory Services Inc.177,487$23.29M0.1%-5.5%0.244%
8/8/2025 Westwood Holdings Group Inc.36,450$4.78M0.0%+1.7%0.050%
8/8/2025 Cetera Investment Advisers84,837$11.13M0.0%+36.5%0.117%
8/8/2025 Creative Planning103,368$13.56M0.0%-0.2%0.142%
8/8/2025 SG Americas Securities LLC20,941$2.75M0.0%N/A0.029%
8/8/2025 WealthShield Partners LLC69,930$9.18M1.1%+1.6%0.096%
8/8/2025 Foundations Investment Advisors LLC2,068$271K0.0%-89.8%0.003%
8/8/2025 Clearstead Trust LLC253$33K0.0%N/A0.000%
8/8/2025 Better Money Decisions LLC3,636$477K0.3%N/A0.005%
8/8/2025 Hudock Inc.6,750$886K0.1%-10.4%0.009%
“Sell Nvidia before earnings” (Ad)

Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has been chasing the AI giant, Eric says its biggest customers are now its biggest competitors — and that could spell trouble ahead. Instead, he’s urging investors to consider a little-known hardware company that’s already starting to take off. In fact, while Nvidia has slipped over the past 30 days, this “off-the-radar” stock is up 18% — and Eric believes the run is just beginning.tc pixel

See Eric’s full analysis and get all 7 free trade ideas here
8/8/2025 PNC Financial Services Group Inc.1,223,802$160.56M0.1%-2.6%1.684%
8/8/2025 Comprehensive Financial Planning Inc. PA4,158$546K0.4%+207.3%0.006%
8/8/2025 VeraBank N.A.1,819$239K0.0%N/A0.003%
8/7/2025 Blackston Financial Advisory Group LLC8,498$1.12M0.5%-2.7%0.012%
8/7/2025 Alpha Cubed Investments LLC25,621$3.36M0.1%-3.8%0.035%
8/7/2025 Addison Advisors LLC4,265$560K0.1%+9.9%0.006%
8/7/2025 BHK Investment Advisors LLC203,281$26.67M10.4%-0.3%0.280%
8/6/2025 RWA Wealth Partners LLC9,315$1.22M0.0%+5.7%0.013%
8/6/2025 AE Wealth Management LLC7,809$1.02M0.0%-39.3%0.011%
8/6/2025 Legacy Wealth Managment LLC ID3,370$442K0.2%+307.0%0.005%
(Data available from 1/1/2016 forward)

MGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MGV shares?

During the previous two years, 508 institutional investors and hedge funds held shares of Vanguard Mega Cap Value ETF. The most heavily invested institutionals were Assetmark Inc. ($1.99B), Bank of America Corp DE ($575.27M), Morgan Stanley ($269.36M), Ameriprise Financial Inc. ($228.63M), Lincoln National Corp ($227.99M), UBS Group AG ($197.86M), and Envestnet Asset Management Inc. ($173.10M).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 443 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. ($2.33M), Raymond James Financial Inc. ($867.49K), LPL Financial LLC ($541.34K), Strategic Financial Concepts LLC ($482.02K), World Investment Advisors LLC ($474.79K), and Ameriprise Financial Inc. ($472.49K).

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

Institutional investors have bought a total of 37,443,327 shares in the last 24 months. This purchase volume represents approximately $4.71B in transactions.

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

Of the 210 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: Means Investment CO. Inc. ($344.14K), Envestnet Asset Management Inc. ($230.09K), Redhawk Wealth Advisors Inc. ($197.51K), ETF Portfolio Partners Inc. ($187.98K), OLD National Bancorp IN ($166.19K), BNP Paribas Financial Markets ($124.39K), and Goldman Sachs Group Inc. ($113.22K).

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

Institutional investors have sold a total of 2,770,067 shares in the last 24 months. This volume of shares sold represents approximately $354.94M in transactions.


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This page (NYSEARCA:MGV) was last updated on 8/27/2025 by MarketBeat.com Staff
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