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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$131.55 -0.39 (-0.30%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$131.54 -0.01 (0.00%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Number of
Institutional Buyers
(last 12 months)
332
Total
Institutional Inflows
(last 12 months)
$4.52B
Number of
Institutional Sellers
(last 12 months)
193
Total
Institutional Outflows
(last 12 months)
$325.40M
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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
7/18/2025BSW Wealth Partners47,224$6.20M0.8%-26.4%0.065%
7/18/2025Bartlett & CO. Wealth Management LLC583$77K0.0%+22.5%0.001%
7/18/2025Lockerman Financial Group Inc.2,034$267K0.4%+16.4%0.003%
7/17/2025HB Wealth Management LLC89,617$11.76M0.1%-5.4%0.123%
7/17/2025Janney Montgomery Scott LLC83,305$10.93M0.0%-4.0%0.115%
7/17/2025Global Trust Asset Management LLC4,990$655K0.4%-23.2%0.007%
7/17/2025Avior Wealth Management LLC135,528$17.78M0.6%+8.7%0.186%
7/17/2025Crane Advisory LLC7,126$941K0.2%-1.9%0.010%
7/16/2025 Marmo Financial Group LLC168,124$22.06M11.0%+1.6%0.231%
7/16/2025 Cresta Advisors Ltd.21,202$2.78M1.4%+13.6%0.029%
7/16/2025 Strategic Investment Solutions Inc. IL4,720$619K0.2%+2,095.3%0.006%
7/16/2025 Kingsman Wealth Management Inc.1,696$222K0.1%-10.5%0.002%
7/15/2025 Mather Group LLC.26,824$3.52M0.0%-1.1%0.037%
7/15/2025 James J. Burns & Company LLC81,797$10.73M1.8%-1.2%0.112%
7/15/2025 Boyce & Associates Wealth Consulting Inc.8,496$1.12M1.0%N/A0.012%
7/15/2025 Boyd Wealth Management LLC29,788$3.91M1.7%+3.6%0.041%
7/15/2025 Revisor Wealth Management LLC13,449$1.79M0.6%-8.8%0.018%
7/14/2025 MFA Wealth Advisors LLC125,779$16.50M3.9%+0.2%0.173%
7/14/2025 Sentinel Pension Advisors LLC3,592$471K0.1%+11.4%0.005%
7/14/2025 Proathlete Wealth Management LLC190$25K0.0%N/A0.000%
7/14/2025 Iams Wealth Management LLC4,102$538K0.2%N/A0.006%
7/14/2025 Flagstar Advisors Inc.11,206$1.48M0.4%+6.0%0.015%
7/14/2025 Park Avenue Securities LLC2,265$297K0.0%+11.9%0.003%
7/14/2025 Sowell Financial Services LLC13,609$1.79M0.1%+0.8%0.019%
7/11/2025 Petredis Investment Advisors LLC363,074$47.64M4.2%+2.7%0.499%
7/11/2025 Colorado Capital Management Inc.34,219$4.49M1.9%+15.3%0.047%
7/11/2025 Hilltop Wealth Advisors LLC15,247$2M1.1%-1.1%0.021%
7/11/2025 Capital Advantage Inc.199,187$26.13M4.1%-0.1%0.274%
7/11/2025 Farther Finance Advisors LLC6,617$868K0.0%-36.1%0.009%
7/11/2025 Silver Oak Securities Incorporated2,983$391K0.0%+5.6%0.004%
7/11/2025 UMB Bank n.a.1,120$147K0.0%-10.6%0.002%
7/10/2025 Pachira Investments Inc.63,753$8.36M6.3%+6.3%0.088%
7/10/2025 Wealth Enhancement Advisory Services LLC78,059$10.41M0.0%+4.5%0.108%
7/10/2025 Focus Financial Network Inc.2,428$320K0.0%+32.1%0.003%
7/9/2025 Praetorian Wealth Management Inc.316,435$41.52M9.6%N/A0.436%
7/9/2025 Breakwater Investment Management32,212$4.23M1.6%-2.0%0.044%
7/9/2025 Procyon Advisors LLC13,000$1.71M0.2%+9.2%0.018%
7/9/2025 Westbourne Investments Inc.3,716$488K0.3%-2.5%0.005%
7/9/2025 Breakwater Capital Group107,168$14.06M2.3%+4.4%0.148%
7/9/2025 Balefire LLC2,835$372K0.1%N/A0.004%
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7/9/2025 Fiduciary Alliance LLC52,294$6.86M0.5%N/A0.072%
7/8/2025 Richard P Slaughter Associates Inc34,671$4.55M0.9%+33.0%0.048%
7/8/2025 Goldstone Financial Group LLC5,082$678K0.1%+6.2%0.007%
7/7/2025 Wesbanco Bank Inc.38,572$5.06M0.2%+0.5%0.053%
7/2/2025 Crumly & Associates Inc.100,858$13.23M3.2%+17.2%0.140%
6/27/2025Goldman Sachs Group Inc.52,757$6.80M0.0%-51.8%0.073%
6/17/2025Howe & Rusling Inc.40,136$5.17M0.4%+10.8%0.056%
5/28/2025Silicon Valley Capital Partners25,798$3.28M0.4%-6.3%0.036%
5/21/2025Geneos Wealth Management Inc.1,628$210K0.0%+24.7%0.002%
5/20/2025Focus Partners Wealth10,769$1.39M0.0%+18.2%0.015%
5/19/2025Jane Street Group LLC1,752$226K0.0%-69.3%0.002%
5/19/2025SCS Capital Management LLC7,836$1.01M0.0%N/A0.011%
5/16/2025Ascent Group LLC8,184$1.05M0.0%+1.9%0.012%
5/16/2025Signature Estate & Investment Advisors LLC8,922$1.15M0.0%+363.5%0.013%
5/16/2025Goldman Sachs Group Inc.52,757$6.80M0.0%-51.8%0.075%
5/16/2025Jones Financial Companies Lllp48,093$6.20M0.0%+100.8%0.068%
5/16/2025Sheridan Capital Management LLC147,583$19.02M13.9%+1.5%0.210%
5/16/2025Raab & Moskowitz Asset Management LLC5,824$750K0.2%+1.8%0.008%
5/16/2025NewEdge Advisors LLC11,597$1.49M0.0%-6.5%0.017%
5/16/2025Integrated Wealth Concepts LLC10,076$1.30M0.0%-55.6%0.014%
5/16/2025Clark Capital Management Group Inc.8,215$1.06M0.0%+2.7%0.012%
5/16/2025AQR Capital Management LLC3,767$485K0.0%-2.1%0.005%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.38,593$4.97M0.8%-4.3%0.055%
5/15/2025EP Wealth Advisors LLC12,315$1.59M0.0%+1.1%0.018%
5/15/2025Royal Bank of Canada673,415$86.76M0.0%+10.1%0.958%
5/15/2025Betterment LLC2,640$340K0.0%-4.1%0.004%
5/15/2025MAI Capital Management25,727$3.32M0.0%-9.7%0.037%
5/15/2025Calton & Associates Inc.47,112$6.07M1.4%+313.3%0.067%
5/15/2025Titleist Asset Management LLC100,033$12.89M1.5%N/A0.142%
5/15/2025Baird Financial Group Inc.172,908$22.28M0.0%+2.5%0.246%
5/15/2025WPG Advisers LLC16,363$2.11M2.0%N/A0.023%
5/15/2025Graney & King LLC24,827$3.20M2.4%+257.4%0.035%
5/14/2025CreativeOne Wealth LLC5,721$737K0.0%+34.5%0.008%
5/14/2025Quadcap Wealth Management LLC78,910$10.17M1.5%N/A0.112%
5/14/2025Per Stirling Capital Management LLC.45,446$5.86M0.8%N/A0.065%
5/14/2025Apexium Financial LP1,613$208K0.0%-50.6%0.002%
5/14/2025Comerica Bank49,194$6.34M0.0%+1.7%0.070%
5/14/2025Synovus Financial Corp3,351$432K0.0%+13.3%0.005%
5/14/2025Smartleaf Asset Management LLC205,727$26.19M2.5%-0.9%0.293%
5/14/2025Northwestern Mutual Wealth Management Co.62,399$8.04M0.0%-16.1%0.089%
5/14/2025Kestra Advisory Services LLC308,701$39.77M0.2%-0.2%0.439%
5/14/2025Ameriprise Financial Inc.1,700,543$219.13M0.1%-0.2%2.420%
5/14/2025Resolute Advisors LLC39,452$5.08M1.5%+0.5%0.056%
5/14/2025CW Advisors LLC6,106$787K0.0%+43.0%0.009%
5/14/2025TFB Advisors LLC84,491$10.89M3.1%-3.0%0.120%
5/14/2025Aspire Growth Partners LLC2,024$252K0.2%N/A0.003%
5/14/2025Capital Analysts LLC1,008$130K0.0%+21.4%0.001%
5/14/2025Tradition Wealth Management LLC24,957$3.22M0.3%+0.6%0.036%
5/14/2025Texas Capital Bank Wealth Management Services Inc56,803$7.32M0.7%-1.0%0.081%
5/14/2025Petix & Botte Co11,062$1.43M0.4%-11.3%0.016%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/14/2025RWA Wealth Partners LLC8,813$1.14M0.0%+1.3%0.013%
5/13/2025Blue Edge Capital LLC169,854$21.88M3.5%-0.2%0.242%
5/13/2025 LWM Advisors Inc.3,306$411K0.4%-3.6%0.005%
5/13/2025Raymond James Financial Inc.661,439$85.22M0.0%-1.8%0.941%
5/13/2025Cresset Asset Management LLC125,568$16.18M0.1%+0.8%0.179%
5/13/2025EverSource Wealth Advisors LLC37,133$4.78M0.3%-4.4%0.053%
5/13/2025Trivium Point Advisory LLC1,667$215K0.0%-18.5%0.002%
5/13/2025Kovitz Investment Group Partners LLC2,179$281K0.0%N/A0.003%
5/13/2025HighTower Advisors LLC712,570$91.81M0.1%+51.6%1.014%
5/12/2025Meridian Wealth Management LLC6,090$785K0.0%+16.9%0.009%
(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, 482 institutional investors and hedge funds held shares of Vanguard Mega Cap Value ETF. The most heavily invested institutionals were Assetmark Inc. ($1.91B), Bank of America Corp DE ($483.43M), Morgan Stanley ($269.36M), Lincoln National Corp ($227.99M), Ameriprise Financial Inc. ($219.13M), UBS Group AG ($197.86M), and Envestnet Asset Management Inc. ($178.69M).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 417 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. ($1.96M), Raymond James Financial Inc. ($673.71K), LPL Financial LLC ($573.06K), Strategic Financial Concepts LLC ($482.02K), World Investment Advisors LLC ($474.79K), and Ameriprise Financial Inc. ($429.92K).

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

Institutional investors have bought a total of 36,049,484 shares in the last 24 months. This purchase volume represents approximately $4.52B in transactions.

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

Of the 190 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. ($334.89K), Envestnet Asset Management Inc. ($303.75K), Redhawk Wealth Advisors Inc. ($197.51K), ETF Portfolio Partners Inc. ($187.01K), OLD National Bancorp IN ($166.19K), Goldman Sachs Group Inc. ($113.22K), and HighTower Advisors LLC ($111.27K).

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

Institutional investors have sold a total of 2,578,727 shares in the last 24 months. This volume of shares sold represents approximately $325.33M in transactions.


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This page (NYSEARCA:MGV) was last updated on 7/19/2025 by MarketBeat.com Staff
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