MGV Institutional Ownership & Shareholders
VANGUARD MEGA CAP VALUE ETF (MGV) is currently held by 607 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.36B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Assetmark, Inc is currently the largest disclosed institutional shareholder of MGV tracked by InsiderSet, reporting ownership valued at approximately $2.53B in its September 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 $2.61B, representing an estimated gain of +2.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
607
Total Reported Value
$9.36B
Largest Holder
Assetmark, Inc
Largest Position
$2.53B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 4.26% | 15,718,874 | $2,532,153,394 | $2,606,346,498 | +$74,193,104 | +2.93% | |
| Bank Of America Corp | 0.05% | 4,675,795 | $764,258,686 | $775,293,569 | +$11,034,883 | +1.44% | |
| Morgan Stanley | 0.03% | 3,220,989 | $526,470,793 | $534,072,186 | +$7,601,393 | +1.44% | |
| Ameriprise Financial Inc | 0.08% | 2,461,240 | $402,337,877 | $408,098,204 | +$5,760,327 | +1.43% | |
| Ubs Group Ag | 0.05% | 1,790,527 | $292,661,638 | $296,887,282 | +$4,225,644 | +1.44% | |
| Merit Financial Group, Llc | 1.62% | 1,771,895 | $285,434,829 | $293,797,910 | +$8,363,081 | +2.93% | |
| Lpl Financial Llc | 0.04% | 1,258,043 | $202,658,185 | $208,596,110 | +$5,937,925 | +2.93% | |
| Envestnet Asset Management Inc | 0.05% | 1,237,905 | $202,335,527 | $205,257,028 | +$2,921,501 | +1.44% | |
| Pnc Financial Services Group, Inc. | 0.10% | 1,088,468 | $175,341,386 | $180,478,879 | +$5,137,493 | +2.93% | |
| Wells Fargo & Company/Mn | 0.03% | 993,873 | $162,448,487 | $164,794,082 | +$2,345,595 | +1.44% | |
| Osaic Holdings, Inc. | 0.15% | 789,084 | $129,013,959 | $130,838,018 | +$1,824,059 | +1.41% | |
| Black Diamond Financial, Llc | 10.68% | 779,389 | $125,551,673 | $129,230,490 | +$3,678,817 | +2.93% | |
| Raymond James Financial Inc | 0.03% | 753,203 | $123,111,111 | $124,888,589 | +$1,777,478 | +1.44% | |
| Vantagepoint Investment Advisers Llc | 0.89% | 733,157 | $118,104,261 | $121,564,762 | +$3,460,501 | +2.93% | |
| Royal Bank Of Canada | 0.02% | 720,076 | $117,696,000 | $119,395,802 | +$1,699,802 | +1.44% | |
| Jpmorgan Chase & Co | 0.01% | 683,600 | $111,932,777 | $113,347,716 | +$1,414,939 | +1.26% | |
| Sequoia Financial Advisors | 0.43% | 531,727 | $86,910,817 | $88,165,654 | +$1,254,837 | +1.44% | |
| Rockefeller Capital Management L.P. | 0.12% | 486,183 | $79,466,649 | $80,614,003 | +$1,147,354 | +1.44% | |
| Strategic Investment Advisors / Mi | 4.38% | 442,676 | $72,355,403 | $73,400,108 | +$1,044,705 | +1.44% | |
| Kestra Advisory Services, Llc | 0.19% | 420,234 | $67,695,451 | $69,679,000 | +$1,983,549 | +2.93% | |
| Baird Financial Group, Inc. | 0.09% | 387,221 | $63,291,272 | $64,205,114 | +$913,842 | +1.44% | |
| Prosperity Consulting Group, Llc | 2.39% | 386,443 | $63,164,124 | $64,076,114 | +$911,990 | +1.44% | |
| Stifel Financial Corp | 0.05% | 383,716 | $62,717,137 | $63,623,950 | +$906,813 | +1.45% | |
| Praetorian Wealth Management, Inc. | 10.59% | 382,890 | $61,679,845 | $63,486,991 | +$1,807,146 | +2.93% | |
| Cetera Investment Advisers | 0.06% | 369,442 | $60,385,159 | $61,257,178 | +$872,019 | +1.44% | |
| Bernardo Wealth Planning Llc | 5.00% | 367,590 | $59,215,124 | $60,950,098 | +$1,734,974 | +2.93% | |
| Petredis Investment Advisors Llc | 3.86% | 367,187 | $59,150,079 | $60,883,276 | +$1,733,197 | +2.93% | |
| Apriem Advisors | 4.95% | 349,628 | $57,146,697 | $57,971,819 | +$825,122 | +1.44% | |
| Cerity Partners Llc | 0.07% | 343,974 | $56,319,315 | $57,034,329 | +$715,014 | +1.27% | |
| Mars Jewett Financial Group, Inc. | 10.40% | 314,324 | $51,376,247 | $52,118,062 | +$741,815 | +1.44% | |
| Pure Financial Advisors, Llc | 0.59% | 285,839 | $46,720,343 | $47,394,965 | +$674,622 | +1.44% | |
| Commonwealth Equity Services, Llc | 0.06% | 286,772 | $46,196,165 | $47,549,665 | +$1,353,500 | +2.93% | |
| Avior Wealth Management, Llc | 1.03% | 242,661 | $39,142,314 | $40,235,620 | +$1,093,306 | +2.79% | |
| Braeburn Wealth Management Llc | 15.50% | 227,511 | $36,649,791 | $37,723,599 | +$1,073,808 | +2.93% | |
| Bhk Investment Advisors, Llc | 10.70% | 219,087 | $35,809,712 | $36,326,815 | +$517,103 | +1.44% | |
| Smartleaf Asset Management Llc | 1.15% | 216,700 | $35,482,566 | $35,931,027 | +$448,461 | +1.26% | |
| Btg Pactual Asset Management Us Llc | 2.54% | 208,483 | $34,076,546 | $34,568,566 | +$492,020 | +1.44% | |
| Integrated Capital Management, Llc | 12.25% | 208,290 | $33,553,464 | $34,536,565 | +$983,101 | +2.93% | |
| Titleist Asset Management, Llc | 2.02% | 193,876 | $31,231,425 | $32,146,580 | +$915,155 | +2.93% | |
| Capital Advantage, Inc. | 3.73% | 193,114 | $31,108,776 | $32,020,232 | +$911,456 | +2.93% | |
| Zeit Capital Llc | 18.47% | 186,944 | $30,122,887 | $30,997,185 | +$874,298 | +2.90% | |
| Leavell Investment Management, Inc. | 1.09% | 182,380 | $29,810,061 | $30,240,428 | +$430,367 | +1.44% | |
| Beacon Pointe Advisors, Llc | 0.14% | 181,191 | $29,615,607 | $30,043,280 | +$427,673 | +1.44% | |
| Graney & King, Llc | 10.53% | 179,184 | $29,287,624 | $29,710,499 | +$422,875 | +1.44% | |
| Etf Portfolio Partners, Inc. | 6.89% | 170,884 | $27,527,743 | $28,334,276 | +$806,533 | +2.93% | |
| Wealthcare Advisory Partners Llc | 0.45% | 166,432 | $26,810,514 | $27,596,090 | +$785,576 | +2.93% | |
| Breakwater Capital Group | 3.14% | 164,589 | $26,513,642 | $27,290,502 | +$776,860 | +2.93% | |
| Blue Edge Capital, Llc | 3.12% | 158,930 | $25,977,109 | $26,352,183 | +$375,074 | +1.44% | |
| Bison Wealth, Llc | 2.12% | 153,414 | $25,228,993 | $25,437,575 | +$208,582 | +0.83% | |
| Sheridan Capital Management, Llc | 12.12% | 154,080 | $25,184,484 | $25,548,005 | +$363,521 | +1.44% |
Frequently asked questions about MGV
Who are the largest institutional holders of MGV?
The largest institutional holders of MGV reported in the latest SEC Form 13F filings include Assetmark, Inc, Bank Of America Corp, Morgan Stanley, Ameriprise Financial Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported MGV position.
What is MGV institutional ownership?
This page tracks MGV positions reported by institutional investment managers through SEC Form 13F. VANGUARD MEGA CAP VALUE ETF (MGV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MGV?
InsiderSet currently tracks 607 institutional managers reporting MGV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MGV shareholders.
How much MGV stock do institutions own?
Institutional investment managers disclosed approximately $9.36B in MGV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MGV institutional ownership last updated?
The latest MGV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MGV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MGV position after the reporting date.
Are institutions buying or selling MGV?
Institutional buying and selling can be analyzed by comparing MGV positions across consecutive 13F reporting periods. InsiderSet's MGV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MGV ownership changes.
How has MGV institutional ownership changed over time?
InsiderSet tracks MGV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.