Who owns Vanguard Morningstar Mega Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MGV from SEC Form 13F filings across 603 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 603 institutions disclosed 58.4M shares of Vanguard Morningstar Mega Cap Value ETF worth $9.55B — about 71.6% of shares outstanding; the largest disclosed holder is ASSETMARK, INC. Source: SEC Form 13F filings, parsed by EvidInvest.
603
13F holders
$9.55B
value, 2026 filers
71.6%
of shares outstanding (58.4M sh)
86
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MGV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 15.8M | $2.59B | 4.5% | 19.4% | +1.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 4.7M | $764.3M | 0.0% | 5.7% | +0.8% |
| 3 | MORGAN STANLEY | 3.2M | $526.5M | 0.0% | 3.9% | +5.0% |
| 4 | AMERIPRISE FINANCIAL INC | 2.5M | $402.3M | 0.1% | 3% | +8.0% |
| 5 | UBS Group AG | 1.8M | $292.7M | 0.0% | 2.2% | +3.7% |
| 6 | Merit Financial Group, LLC | 1.7M | $270.1M | 1.6% | 2% | +23.6% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1.2M | $202.3M | 0.0% | 1.5% | -2.6% |
| 8 | LPL Financial LLC | 1.2M | $189.3M | 0.0% | 1.4% | +6.9% |
| 9 | PNC Financial Services Group, Inc. | 1.1M | $180.8M | 0.1% | 1.4% | -4.7% |
| 10 | WELLS FARGO & COMPANY/MN | 993,873 | $162.4M | 0.0% | 1.2% | -1.1% |
| 11 | HighTower Advisors, LLC | 877,045 | $143.4M | 0.1% | 1.1% | +5.0% |
| 12 | OSAIC HOLDINGS, INC. | 789,084 | $129.0M | 0.2% | 1% | +13.7% |
| 13 | Black Diamond Financial, LLC | 757,229 | $123.8M | 10.9% | 0.9% | +2.7% |
| 14 | RAYMOND JAMES FINANCIAL INC | 753,203 | $123.1M | 0.0% | 0.9% | -4.7% |
| 15 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 733,157 | $119.8M | 0.9% | 0.9% | 0.0% |
| 16 | ROYAL BANK OF CANADA | 720,076 | $117.7M | 0.0% | 0.9% | -1.0% |
| 17 | JPMORGAN CHASE & CO | 683,600 | $111.9M | 0.0% | 0.8% | +15.4% |
| 18 | Sequoia Financial Advisors, LLC | 531,727 | $86.9M | 0.4% | 0.7% | -2.7% |
| 19 | Rockefeller Capital Management L.P. | 486,183 | $79.5M | 0.1% | 0.6% | +0.4% |
| 20 | Strategic Investment Advisors / MI | 442,676 | $72.4M | 4.4% | 0.5% | +1.9% |
| 21 | Kestra Advisory Services, LLC | 403,118 | $65.9M | 0.2% | 0.5% | +7.6% |
| 22 | Cambridge Investment Research Advisors, Inc. | 388,720 | $63.5M | 0.1% | 0.5% | +0.7% |
| 23 | Baird Financial Group, Inc. | 387,221 | $63.3M | 0.1% | 0.5% | +1.0% |
| 24 | Prosperity Consulting Group, LLC | 386,443 | $63.2M | 2.4% | 0.5% | +3.6% |
| 25 | STIFEL FINANCIAL CORP | 383,716 | $62.7M | 0.1% | 0.5% | +4.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.