MGV

VANGUARD MEGA CAP VALUE ETF
USCUSIP 921910840
Institutional Owners
165
+17 QoQ
13F Value Held
$3.1B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)61 adding · 31 trimming
Insider net (180d)+$0
Price history not yet available for MGV.

Top institutional holders

165 13F filers
#FundPosition valueSharesLast moveAs of
1ASSETMARK, INC
$2.3B
15.60MAddedQ1 2026
2Sequoia Financial Advisors, LLC
$79.3M
546.7KReducedQ1 2026
3Rockefeller Capital Management L.P.
$66.9M
473.8KNewQ4 2025
4Kestra Advisory Services, LLC
$54.3M
374.8KAddedQ1 2026
5Prosperity Consulting Group, LLC
$54.1M
373.1KAddedQ1 2026
6Pure Financial Advisors, LLC
$42.2M
290.9KNewQ1 2026
7Smartleaf Asset Management LLC
$30.9M
216.7KReducedQ1 2026
8Beacon Pointe Advisors, LLC
$26.6M
183.3KAddedQ1 2026
9LEAVELL INVESTMENT MANAGEMENT, INC.
$25.5M
176.1KAddedQ1 2026
10Savant Capital, LLC
$23.0M
158.6KReducedQ1 2026
11Wealthcare Advisory Partners LLC
$21.6M
149.2KAddedQ1 2026
12Arax Advisory Partners
$18.9M
130.1KAddedQ1 2026
13Cresset Asset Management, LLC
$18.3M
126.0KAddedQ1 2026
14D.A. DAVIDSON & CO.
$17.3M
119.5KAddedQ1 2026
15Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$16.7M
115.0KAddedQ1 2026
16Waverly Advisors, LLC
$16.4M
113.4KAddedQ1 2026
17Annex Advisory Services, LLC
$16.1M
111.4KAddedQ1 2026
18Private Advisor Group, LLC
$14.2M
97.9KAddedQ1 2026
19HB Wealth Management, LLC
$14.2M
97.7KReducedQ1 2026
20MML INVESTORS SERVICES, LLC
$13.6M
94.2KReducedQ1 2026
21STEPHENS INC /AR/
$13.1M
90.4KAddedQ1 2026
22Sanctuary Advisors, LLC
$12.8M
88.6KAddedQ1 2026
23Ameritas Advisory Services, LLC
$12.8M
88.1KReducedQ1 2026
24Gateway Wealth Partners, LLC
$11.7M
80.9KNewQ1 2026
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$11.3M
77.7KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
16
funds
Added
45
funds
Reduced
31
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

158 funds+157 since Q4 2023
079158Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $3.2B

Funds that own MGV also own

CompanyCo-held byCombined value
Nvidia Corp ComNVDA164 funds$31.0B
Microsoft Corp - USMSFT164 funds$26.6B
Jpmorgan Chase & Co - USJPM164 funds$13.0B
LPHABET INCGOOG164 funds$11.1B
Meta Platforms, Inc.META164 funds$10.6B
Vanguard Total US Stock Mkt ETFVTI163 funds$32.0B
Vanguard Growth Etf - US ETPVUG163 funds$13.7B
Broadcom LtdAVGO163 funds$12.5B
Vanguard Value Etf - US ETPVTV163 funds$12.3B
Vanguard Dividend Appreciation IndexFundVIG163 funds$7.7B
Johnson & JohnsonJNJ163 funds$7.3B
Lilly Eli & CompanyLLY163 funds$7.2B

Ranked by how many of MGV's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MGV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.