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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-7,272-56.1%5,682$928.77KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+15,72015,720$2.57MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+481+1.3%37,580$6.14MQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-1,757-13.2%11,589$1.89MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-386-5.2%7,027$1.15MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+2,753+2.7%104,998$17.16MQ2 2026Aug 19, 2026
Financial Avengers, Inc.Sell-30-29.7%71$11.58KQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+2,1902,190$357.99KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-2,141-1.2%181,191$29.62MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+1,5971,597$261.06KQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+158,930158,930$25.98MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+31,19231,192$5.10MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-5,065-1.7%285,839$46.72MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-1,575-5.9%24,954$4.08MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+911+2.4%39,538$6.46MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-571-2.3%24,258$3.97MQ2 2026Aug 17, 2026
Caitlin John, LlcSell-34-1.2%2,820$460.93KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+12+0.4%2,724$445.28KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,461,2402,461,240$402.34MQ2 2026Aug 14, 2026
Mars Jewett Financial Group, Inc.Buy+308,693+5482.0%314,324$51.38MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+95,076+13.7%789,084$129.01MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+83,226+31.9%343,974$56.32MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcSell-61,515-69.8%26,568$4.34MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+54,019+103.5%106,191$17.36MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-36,752-4.7%753,203$123.11MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+36,583+0.8%4,675,795$764.26MQ2 2026Aug 14, 2026
Apriem AdvisorsBuy+34,245+10.9%349,628$57.15MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+32,081+28.3%145,484$23.78MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+18,174+19.7%110,373$18.01MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+16,79316,793$2.74MQ2 2026Aug 14, 2026
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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.