VANGUARD MEGA CAP VALUE ETF (MGV) Institutional Ownership Changes & 13F Activity
VANGUARD MEGA CAP VALUE ETF (MGV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Mars Jewett Financial Group, Inc., Blue Edge Capital, Llc, Osaic Holdings, Inc., and Cerity Partners Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -7,272 | -56.1% | 5,682 | $928.77K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +15,720 | — | 15,720 | $2.57M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +481 | +1.3% | 37,580 | $6.14M | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -1,757 | -13.2% | 11,589 | $1.89M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -386 | -5.2% | 7,027 | $1.15M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +2,753 | +2.7% | 104,998 | $17.16M | Q2 2026 | Aug 19, 2026 |
| Financial Avengers, Inc. | Sell | -30 | -29.7% | 71 | $11.58K | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +2,190 | — | 2,190 | $357.99K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -2,141 | -1.2% | 181,191 | $29.62M | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Buy | +1,597 | — | 1,597 | $261.06K | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +158,930 | — | 158,930 | $25.98M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +31,192 | — | 31,192 | $5.10M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -5,065 | -1.7% | 285,839 | $46.72M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -1,575 | -5.9% | 24,954 | $4.08M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +911 | +2.4% | 39,538 | $6.46M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -571 | -2.3% | 24,258 | $3.97M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -34 | -1.2% | 2,820 | $460.93K | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +12 | +0.4% | 2,724 | $445.28K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +2,461,240 | — | 2,461,240 | $402.34M | Q2 2026 | Aug 14, 2026 |
| Mars Jewett Financial Group, Inc. | Buy | +308,693 | +5482.0% | 314,324 | $51.38M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +95,076 | +13.7% | 789,084 | $129.01M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +83,226 | +31.9% | 343,974 | $56.32M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Sell | -61,515 | -69.8% | 26,568 | $4.34M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +54,019 | +103.5% | 106,191 | $17.36M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -36,752 | -4.7% | 753,203 | $123.11M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +36,583 | +0.8% | 4,675,795 | $764.26M | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | Buy | +34,245 | +10.9% | 349,628 | $57.15M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +32,081 | +28.3% | 145,484 | $23.78M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +18,174 | +19.7% | 110,373 | $18.01M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +16,793 | — | 16,793 | $2.74M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about MGV activity
Which institutional owners are buying MGV?
Institutional owners buying MGV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MGV activity?
"Buy" means an investor increased their reported position in MGV compared to the prior reporting period. This reflects growing exposure to VANGUARD MEGA CAP VALUE ETF (MGV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MGV increasing?
Institutional interest in MGV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.