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MGV · VANGUARD MEGA CAP VALUE INDEX FUND ETF

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$167.94 -0.39 (-0.23%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $12,687,805
Total Shares: 77,625

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
48.4%
Mar 2023 → Jun 2026 · range 16.3% – 100.0%
−34.0 pts
Top 5
100.0%
Mar 2023 → Jun 2026 · range 48.8% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2023 → Jun 2026 · range 63.9% – 100.0%
0.0 pts
HHI
3,706
Mar 2023 → Jun 2026 · range 652 – 10,000
Highly concentrated−3,375

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
2
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +94.4%
Shares held: +72.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Cornerstone Financial Management LLC +481 37,580
TUCKER ASSET MANAGEMENT LLC +1 224

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 26,120 $4,269,314
Corient Private Wealth LLC 11,589 $1,894,222
Range Advisory, LLC 2,112 $345,206

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 7,705 $1,116,839
Filter: New 3 Increased 2 Reduced 0 Sold out 1 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Cornerstone Financial Management LLC MGV $6,142,451 48.41% 37,580
CITADEL ADVISORS LLC MGV $2,569,434 20.25% 15,720
Corient Private Wealth LLC MGV $1,894,222 14.93% 11,589
CITADEL ADVISORS LLC MGV $1,046,080 8.24% 6,400
CITADEL ADVISORS LLC MGV $653,800 5.15% 4,000
Range Advisory, LLC MGV $345,206 2.72% 2,112
TUCKER ASSET MANAGEMENT LLC MGV $36,612 0.29% 224