VANGUARD MEGA CAP VALUE ETF MGV
$164.03
+0.9% 52w: $125.17 – $164.29
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data125.17144.73164.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
564
+24 QoQ
13F value
$8.10B
+5.5% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.1×
$3.6M calls / $1.7M puts
Institutional value by quarter
Number of holders
Who owns MGV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ASSETMARK, INC | Wealth advisor | 15.6M | $2.26B | 4.6% | +1.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.6M | $672.5M | 0.0% | +2.6% |
| MORGAN STANLEY | Bank broker | 3.1M | $444.6M | 0.0% | +2.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.3M | $330.4M | 0.1% | +2.6% |
| UBS Group AG | Bank broker | 1.7M | $250.2M | 0.0% | -4.1% |
| Merit Financial Group, LLC | Wealth advisor | 1.3M | $193.8M | 1.4% | +6.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.3M | $184.3M | 0.0% | -2.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.2M | $168.3M | 0.1% | -5.1% |
| LPL Financial LLC | Bank broker | 1.1M | $157.0M | 0.0% | +1.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $145.6M | 0.0% | 0.0% |
| HighTower Advisors, LLC | Diversified mechanical | 835.2K | $121.1M | 0.1% | -0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 790.0K | $114.5M | 0.0% | +9.9% |
| Black Diamond Financial, LLC | Wealth advisor | 737.3K | $106.9M | 11.7% | -5.1% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 733.2K | $106.3M | 0.9% | -3.6% |
| ROYAL BANK OF CANADA | Bank broker | 727.5K | $105.4M | 0.0% | +8.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 694.0K | $100.6M | 0.1% | +221.9% |
| JPMORGAN CHASE & CO | Bank broker | 592.6K | $84.5M | 0.0% | -0.8% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 546.7K | $79.3M | 0.4% | -3.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 484.2K | $70.2M | 0.1% | +2.2% |
| Strategic Investment Advisors / MI | Wealth advisor | 434.4K | $63.0M | 4.4% | +30.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 385.9K | $55.9M | 0.1% | -3.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 383.5K | $55.6M | 0.1% | +6.7% |
| Praetorian Wealth Management, Inc. | Wealth advisor | 368.7K | $55.0M | 10.5% | +5.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 374.8K | $54.3M | 0.2% | +9.6% |
| Prosperity Consulting Group, LLC | Wealth advisor | 373.1K | $54.1M | 2.4% | +1.0% |
| PETREDIS INVESTMENT ADVISORS LLC | Other | 367.4K | $53.3M | 4.4% | +1.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 365.8K | $53.0M | 0.0% | +3.9% |
| Cetera Investment Advisers | Wealth advisor | 342.0K | $49.6M | 0.1% | +7.4% |
| Apriem Advisors | Wealth advisor | 315.4K | $45.7M | 4.4% | +24.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 292.0K | $42.3M | 0.1% | -14.5% |
| Pure Financial Advisors, LLC | Wealth advisor | 290.9K | $42.2M | 0.6% | -2.0% |
| Cerity Partners LLC | Diversified mechanical | 260.7K | $38.4M | 0.1% | +1587.5% |
| BHK Investment Advisors, LLC | Wealth advisor | 220.5K | $32.0M | 10.7% | -4.5% |
| BTG Pactual Asset Management US LLC | Quant stat arb | 214.3K | $31.1M | 3.1% | +10.4% |
| Smartleaf Asset Management LLC | Wealth advisor | 216.7K | $30.9M | 1.1% | -1.7% |
| Bernardo Wealth Planning LLC | Wealth advisor | 211.8K | $30.7M | 6.0% | -3.9% |
| Integrated Capital Management, LLC | Wealth advisor | 206.2K | $29.9M | 12.6% | +2.5% |
| Braeburn Wealth Management LLC | Wealth advisor | 201.9K | $29.3M | 16.7% | +10.2% |
| Capital Advantage, Inc. | Wealth advisor | 197.7K | $28.7M | 3.7% | +0.2% |
| Zeit Capital LLC | Wealth advisor | 188.9K | $27.4M | 18.3% | -0.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 183.3K | $26.6M | 0.1% | +974.3% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 183.1K | $26.5M | 2.0% | +13.1% |
| ETF Portfolio Partners, Inc. | Wealth advisor | 176.3K | $25.6M | 6.7% | +0.9% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 176.1K | $25.5M | 1.0% | +4.2% |
| Graney & King, LLC | Wealth advisor | 174.2K | $25.2M | 13.6% | +3.3% |
| Blue Edge Capital, LLC | Wealth advisor | 158.6K | $23.0M | 3.1% | -9.8% |
| Savant Capital, LLC | Wealth advisor | 158.6K | $23.0M | 0.1% | +0.1% |
| Breakwater Capital Group | Wealth advisor | 156.4K | $22.7M | 3.0% | +7.0% |
| Bison Wealth, LLC | Wealth advisor | 143.1K | $22.2M | 2.2% | +3.1% |
| Marmo Financial Group, LLC | Wealth advisor | 151.2K | $21.9M | 10.9% | +0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.