Vanguard Mega Cap Value

MGV • ARCA

Vanguard Mega Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 499 institutional investors hold shares in this ETF, with total holdings valued at $7.3B. GENWORTH FINANCIAL WEALTH MANAGEMENT, INC is the largest holder with a position valued at $2.1B.

Overview

Overview of institutional ownership in MGV as of Q3 2025

All Institutions

Institutions: 499
Value Held: $7.3B
Shares Held: 53.0M
Avg Position: $14.6M
Median Position: $755.6K

Hedge Funds

Hedge Funds: 8
Value Held: $43.2M
Shares Held: 323.5K
Avg Position: $5.4M
Median Position: $1.9M

Biggest Investors

Institutions with the largest positions in MGV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$2.1B 4.48% of portfolio	15.1M shares	Q2 2015 Held for 10y 5m	$46.5B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$594.9M 0.04% of portfolio	4.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$413.5M 0.03% of portfolio	3.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$281.3M 0.06% of portfolio	2.0M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
UBS Group AG Institution	Sergio P. Ermotti CEO	$241.6M 0.05% of portfolio	1.8M shares	Q4 2014 Held for 10y 11m	$511.54B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$180.0M 0.05% of portfolio	1.3M shares	Q2 2016 Held for 9y 5m	$341.99B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$168.1M 0.10% of portfolio	1.2M shares	Q3 2014 Held for 11y 2m	$164.83B
A Advisor Group Holdings, Inc. Institution	-	$151.0M 0.21% of portfolio	1.1M shares	Q1 2020 Held for 5y 8m	$71.0B
L LPL Financial LLC Institution	-	$149.5M 0.04% of portfolio	1.1M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$133.0M 0.03% of portfolio	965.9K shares	≤ Q2 2013 Held for 12y 5m+	$488.61B

Net Capital Flow

Institutional buying and selling activity for MGV in Q3 2025

Net Flow: +$1.6M
Buyers: 201
Sellers: 165
Total Bought: +$268.4M
Total Sold: −$266.8M
Avg Position: $14.6M

Biggest Buyers

Institution	Net Bought	Current Position
AMERIPRISE FINANCIAL INC Institution	+$41.2M +299.0K shares	$281.3M 2.0M shares
Cetera Investment Advisers RIA/Wealth	+$27.9M +202.7K shares	$39.6M 287.5K shares
Merit Financial Group, LLC RIA/Wealth	+$26.5M +192.7K shares	$114.6M 831.9K shares
Black Diamond Financial, LLC RIA/Wealth	+$22.0M +160.0K shares	$104.7M 760.1K shares
Baird Financial Group, Inc. Private Equity	+$17.9M +130.2K shares	$46.6M 338.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$15.6M +113.2K shares	$20.4M 148.2K shares
L LPL Financial LLC Institution	+$14.7M +106.5K shares	$149.5M 1.1M shares
UBS Group AG Institution	+$8.8M +63.9K shares	$241.6M 1.8M shares
JPMORGAN CHASE & CO Institution	+$6.1M +44.0K shares	$76.3M 554.0K shares
We Are One Seven, LLC RIA/Wealth	+$4.9M +35.4K shares	$5.8M 42.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
Strategic Investment Advisors / MI RIA/Wealth	−$43.3M −314.0K shares	$1.4K 10.0 shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$39.8M −289.2K shares	$23.4M 170.2K shares
Beacon Pointe Advisors, LLC RIA/Wealth	−$25.7M −186.6K shares	$2.4M 17.2K shares
M McMahon Financial Advisors, LLC RIA/Wealth	−$16.5M −125.8K shares	Sold Off 0 shares
SRS Capital Advisors, Inc. RIA/Wealth	−$15.1M −114.9K shares	Sold Off 0 shares
Per Stirling Capital Management, LLC. RIA/Wealth	−$11.5M −88.0K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$9.0M −65.7K shares	$594.9M 4.3M shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$8.8M −63.9K shares	$2.1B 15.1M shares
MORGAN STANLEY RIA/Wealth	−$7.9M −57.7K shares	$413.5M 3.0M shares
R ROYAL BANK OF CANADA Institution	−$7.4M −53.7K shares	$89.6M 650.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MGV in Q3 2025

New Positions: 37
New Value: $243.7M
Exited Positions: 32
Exited Value: $61.3M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$115.5M 838.8K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$46.1M 334.9K shares
Prosperity Consulting Group, LLC RIA/Wealth	$41.0M 297.4K shares
Integrated Capital Management, LLC RIA/Wealth	$27.3M 195.2K shares
Maridea Wealth Management LLC RIA/Wealth	$2.8M 20.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$2.1M 15.1K shares
Summit Financial, LLC RIA/Wealth	$1.4M 10.2K shares
Harpswell Capital Advisors, LLC Fund of Funds	$1.2M 8.5K shares
Marks Wealth, LLC RIA/Wealth	$720.5K 5.2K shares
BRIGHTON JONES LLC RIA/Wealth	$694.6K 5.0K shares

Exited Positions

Institution	Previous Position
M McMahon Financial Advisors, LLC RIA/Wealth	$16.5M 125.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	$15.1M 114.9K shares
Per Stirling Capital Management, LLC. RIA/Wealth	$11.5M 88.0K shares
P PFG Private Wealth Management, LLC RIA/Wealth	$5.7M 43.7K shares
S SG Americas Securities, LLC Institution	$2.7M 20.9K shares
AlphaStar Capital Management, LLC RIA/Wealth	$1.4M 10.4K shares
P Patriot Financial Group Insurance Agency, LLC Institution	$1.2M 9.4K shares
BKA Wealth Consulting, Inc. RIA/Wealth	$1.0M 8.5K shares
V Virtu Financial LLC Institution	$892.7K 6.8K shares
Westmount Partners, LLC Fund of Funds	$869.8K 6.6K shares

Options Activity

Institutions with the largest Call and Put options positions in MGV as of Q3 2025

Call Positions: 2
Call Value: $1.8M
Put Positions: 1
Put Value: $303.0K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.8M 133.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$303.0K 22.0 contracts

Most Committed Institutions

Institutions with MGV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Zeit Capital LLC RIA/Wealth	Phillip Jason Weber Managing Partner	17.84% $26.2M	190.5K shares	Q4 2020 Held for 4y 11m	$147.1M
Graney & King, LLC RIA/Wealth	Timothy Patrick Graney Partner	15.24% $22.0M	159.9K shares	Q4 2024 Held for 11 months	$144.5M
Integrated Capital Management, LLC RIA/Wealth	Brian Robert Franke Managing Partner	12.00% $27.3M	195.2K shares	Q3 2025 Held for 2 months	$227.1M
Black Diamond Financial, LLC RIA/Wealth	Philip Salvatore Blancato CEO	11.73% $104.7M	760.1K shares	Q4 2018 Held for 6y 11m	$892.5M
BHK Investment Advisors, LLC RIA/Wealth	Meredyth Roberts Hazzard CEO	10.41% $27.9M	202.2K shares	Q4 2017 Held for 7y 11m	$267.7M
S Sheridan Capital Management, LLC RIA/Wealth	Conor Michael Sheridan Managing Partner	10.09% $19.1M	138.7K shares	Q4 2023 Held for 1y 11m	$189.3M
Marmo Financial Group, LLC RIA/Wealth	Scott Anthony Marmo President	10.01% $20.7M	150.1K shares	Q4 2022 Held for 2y 11m	$206.5M
Praetorian Wealth Management, Inc. RIA/Wealth	Richard Alan Hewitt President	9.54% $46.3M	336.2K shares	Q2 2025 Held for 5 months	$485.7M
Avid Wealth Partners LLC RIA/Wealth	Eric Ilmari Kala CEO	6.52% $12.8M	92.8K shares	Q1 2025 Held for 8 months	$196.9M
ETF Portfolio Partners, Inc. RIA/Wealth	Richard Dean Romey President	6.26% $23.5M	170.7K shares	Q3 2022 Held for 3y 2m	$375.9M

Hedge Fund Spotlight

Discover hedge funds investing in MGV

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerDavid Allen Lippe

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Vanguard Mega Cap Value

Market Value: $5.4M
Shares Held: 39.1K
Portfolio Weight: 0.01%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%