VANGUARD MEGA CAP VALUE ETF (MGV) Institutional Shareholders
VANGUARD MEGA CAP VALUE ETF (MGV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.46B in MGV holdings during the latest filing period.
Assetmark, Inc is currently the largest disclosed institutional shareholder of MGV tracked by InsiderSet, reporting ownership valued at approximately $2.59B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.63B, representing an estimated gain of +1.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed MGV value among the investors covered in this analysis. Major shareholders include Assetmark, Inc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD MEGA CAP VALUE ETF (MGV).
This page ranks the largest institutional MGV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
569
Total Reported Value
$8.46B
Largest Holder
Assetmark, Inc
Largest Position
$2.59B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 4.45% | 15,842,689 | $2,589,487,438 | $2,634,005,473 | +$44,518,035 | +1.72% | |
| Bank Of America Corp | 0.05% | 4,639,212 | $672,453,811 | $771,315,387 | +$98,861,576 | +14.70% | |
| Morgan Stanley | 0.03% | 3,067,407 | $444,620,828 | $509,987,088 | +$65,366,260 | +14.70% | |
| Ameriprise Financial Inc | 0.08% | 2,279,226 | $330,378,333 | $378,944,115 | +$48,565,782 | +14.70% | |
| Merit Financial Group, Llc | 1.68% | 1,652,554 | $270,110,078 | $274,753,628 | +$4,643,550 | +1.72% | |
| Ubs Group Ag | 0.04% | 1,726,345 | $250,233,708 | $287,022,120 | +$36,788,412 | +14.70% | |
| Envestnet Asset Management Inc | 0.05% | 1,271,201 | $184,260,655 | $211,349,878 | +$27,089,223 | +14.70% | |
| Pnc Financial Services Group, Inc. | 0.11% | 1,160,993 | $168,285,911 | $193,026,696 | +$24,740,785 | +14.70% | |
| Lpl Financial Llc | 0.04% | 1,083,447 | $157,045,650 | $180,133,898 | +$23,088,248 | +14.70% | |
| Wells Fargo & Company/Mn | 0.03% | 1,004,572 | $145,612,757 | $167,020,141 | +$21,407,384 | +14.70% | |
| Hightower Advisors, Llc | 0.13% | 835,188 | $121,064,037 | $138,858,357 | +$17,794,320 | +14.70% | |
| Raymond James Financial Inc | 0.04% | 789,955 | $114,504,060 | $131,337,918 | +$16,833,858 | +14.70% | |
| Black Diamond Financial, Llc | 11.66% | 737,261 | $106,865,933 | $122,577,014 | +$15,711,081 | +14.70% | |
| Vantagepoint Investment Advisers Llc | 0.90% | 733,157 | $106,271,107 | $121,894,683 | +$15,623,576 | +14.70% | |
| Royal Bank Of Canada | 0.02% | 727,459 | $105,445,000 | $120,947,333 | +$15,502,333 | +14.70% | |
| Osaic Holdings, Inc. | 0.15% | 694,008 | $100,620,691 | $115,385,770 | +$14,765,079 | +14.67% | |
| Sequoia Financial Advisors | 0.43% | 531,727 | $86,910,817 | $88,404,931 | +$1,494,114 | +1.72% | |
| Rockefeller Capital Management L.P. | 0.12% | 484,201 | $70,185,067 | $80,503,258 | +$10,318,191 | +14.70% | |
| Kestra Advisory Services, Llc | 0.21% | 403,118 | $65,889,574 | $67,022,399 | +$1,132,825 | +1.72% | |
| Strategic Investment Advisors / Mi | 4.35% | 434,386 | $63,012,839 | $72,221,016 | +$9,208,177 | +14.61% | |
| Praetorian Wealth Management, Inc. | 10.70% | 379,594 | $62,044,757 | $63,111,298 | +$1,066,541 | +1.72% | |
| Petredis Investment Advisors Llc | 4.03% | 366,159 | $59,848,612 | $60,877,595 | +$1,028,983 | +1.72% | |
| Baird Financial Group, Inc. | 0.09% | 383,484 | $55,586,006 | $63,758,050 | +$8,172,044 | +14.70% | |
| Prosperity Consulting Group, Llc | 2.41% | 373,096 | $54,080,196 | $62,030,941 | +$7,950,745 | +14.70% | |
| Stifel Financial Corp | 0.05% | 365,764 | $53,017,453 | $60,811,923 | +$7,794,470 | +14.70% | |
| Cetera Investment Advisers | 0.05% | 342,048 | $49,579,798 | $56,868,900 | +$7,289,102 | +14.70% | |
| Commonwealth Equity Services, Llc | 0.06% | 301,213 | $49,233,204 | $50,079,673 | +$846,469 | +1.72% | |
| Apriem Advisors | 4.36% | 315,383 | $45,714,766 | $52,435,578 | +$6,720,812 | +14.70% | |
| Pure Financial Advisors, Llc | 0.61% | 290,904 | $42,166,468 | $48,365,699 | +$6,199,231 | +14.70% | |
| Cerity Partners Llc | 0.05% | 260,748 | $38,363,937 | $43,351,962 | +$4,988,025 | +13.00% | |
| Avior Wealth Management, Llc | 0.97% | 226,306 | $37,000,282 | $37,625,636 | +$625,354 | +1.69% | |
| Bhk Investment Advisors, Llc | 10.70% | 219,087 | $35,809,712 | $36,425,405 | +$615,693 | +1.72% | |
| Braeburn Wealth Management Llc | 14.85% | 211,636 | $34,591,946 | $35,186,601 | +$594,655 | +1.72% | |
| Integrated Capital Management, Llc | 12.38% | 210,222 | $34,360,726 | $34,951,510 | +$590,784 | +1.72% | |
| Capital Advantage, Inc. | 3.93% | 197,037 | $32,205,694 | $32,759,372 | +$553,678 | +1.72% | |
| Titleist Asset Management, Llc | 2.11% | 191,472 | $31,296,038 | $31,834,135 | +$538,097 | +1.72% | |
| Btg Pactual Asset Management Us Llc | 3.02% | 214,276 | $31,059,306 | $35,625,528 | +$4,566,222 | +14.70% | |
| Smartleaf Asset Management Llc | 1.12% | 216,700 | $30,908,015 | $36,028,542 | +$5,120,527 | +16.57% | |
| Bernardo Wealth Planning Llc | 5.23% | 187,389 | $30,628,811 | $31,155,295 | +$526,484 | +1.72% | |
| Leavell Investment Management, Inc. | 1.09% | 182,380 | $29,810,061 | $30,322,499 | +$512,438 | +1.72% | |
| Etf Portfolio Partners, Inc. | 6.71% | 172,557 | $28,204,472 | $28,689,327 | +$484,855 | +1.72% | |
| Zeit Capital Llc | 18.33% | 188,930 | $27,385,381 | $31,411,502 | +$4,026,121 | +14.70% | |
| Beacon Pointe Advisors, Llc | 0.14% | 183,332 | $26,573,919 | $30,480,778 | +$3,906,859 | +14.70% | |
| Breakwater Capital Group | 3.12% | 158,867 | $25,966,753 | $26,413,227 | +$446,474 | +1.72% | |
| Wealthcare Advisory Partners Llc | 0.48% | 154,959 | $25,328,022 | $25,763,483 | +$435,461 | +1.72% | |
| Graney & King, Llc | 13.61% | 174,183 | $25,247,859 | $28,959,666 | +$3,711,807 | +14.70% | |
| Bison Wealth, Llc | 2.22% | 146,800 | $24,106,001 | $24,406,968 | +$300,967 | +1.25% | |
| Savant Capital, Llc | 0.11% | 158,587 | $22,987,230 | $26,366,675 | +$3,379,445 | +14.70% | |
| Marmo Financial Group, Llc | 10.86% | 151,239 | $21,922,252 | $25,144,996 | +$3,222,744 | +14.70% | |
| Pachira Investments Inc. | 8.16% | 132,385 | $21,638,365 | $22,010,330 | +$371,965 | +1.72% |
Frequently asked questions about MGV
Who owns the most MGV stock?
The largest holders of MGV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD MEGA CAP VALUE ETF (MGV).
Is MGV widely held by superinvestors?
Many widely followed stocks like MGV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MGV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.