Who owns MGV?
Vanguard Morningstar Mega Cap Value ETF · Vanguard
600 institutions reported holding MGV, worth $9.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MGV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Assetmark, Inc. | Concord, CA | $2.6B | 15,842,689 | +245,994 shares |
| Bank of America Corp. | Charlotte, NC | $764.3M | 4,675,795 | +36,583 shares |
| Morgan Stanley | New York, NY | $526.5M | 3,220,989 | +153,582 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $402.3M | 2,461,240 | +182,014 shares |
| UBS Group AG | Zurich, Switzerland | $292.7M | 1,790,527 | +64,182 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $270.1M | 1,652,554 | +315,657 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $202.3M | 1,237,905 | −33,296 shares |
| LPL Financial LLC | Fort Mill, SC | $189.3M | 1,158,233 | +74,786 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $180.8M | 1,105,925 | −55,068 shares |
| Wells Fargo & Company | San Francisco, CA | $162.4M | 993,873 | −10,699 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MGV?
600 institutional managers reported holding MGV in Form 13F filings for June 30, 2026, worth $9.6B in total. The largest reported position was held by Assetmark, Inc., at $2.6B.
Did institutions buy or sell MGV last quarter?
Reported 13F value rose 19.4% from March 31, 2026, which includes price moves as well as buying and selling. 83 firms reported a new position and 32 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MGV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.