Who Owns Vanguard Mega Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Mega Cap Value ETF.
Who crossed 5% of MGV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| TITLEIST ASSET MANAGEMENT, LLCMRNGSTR VAL ETF193.9K shadded | $31.2M |
| Breakwater Capital GroupMRNGSTR VAL ETF164.6K shadded | $26.5M |
| Crumly & Associates Inc.MRNGSTR VAL ETF101.5K shadded | $16.4M |
| Capital Planning LLCExchange Traded Fund69.7K shtrimmed | $11.2M |
| Gladwyn Financial Advisors, Inc.MEGA CAP VAL ETF59.5K shtrimmed | $9.6M |
| Olistico Wealth, LLCETF23.8K shadded | $3.8M |
| Farther Finance Advisors, LLCETF13.6K shadded | $2.2M |
| CoreCap Advisors, LLCETF12.5K shadded | $2M |
| Freestate Advisors LLCMRNGSTR VAL ETF10.4K sh— | $1.7M |
| Harpswell Capital Advisors, LLCMRNGSTR VAL ETF9.9K shtrimmed | $1.6M |
| Worth Asset Management, LLCETF9.6K shtrimmed | $1.5M |
| Venture Visionary Partners LLCMRNGSTR VAL ETF5.2K shadded | $843.1K |
| COLTON GROOME FINANCIAL ADVISORS, LLCMEGA CAP VAL ETF5K shtrimmed | $805K |
| OxenFree Capital LLCMRNGSTR VAL ETF3.6K shtrimmed | $577.4K |
| LWM ADVISORS INCMRNGSTR VAL ETF3.3K shadded | $534.7K |
| Balefire, LLCMRNGSTR VAL ETF3.3K shtrimmed | $526.6K |
| Apeiron RIA LLCMRNGSTR VAL ETF2.5K shheld | $403K |
| Retireful, LLCMRNGSTR VAL ETF2.2K shadded | $347.1K |
| RVW Wealth, LLCMEGA CAP VAL ETF2K shheld | $322.2K |
| Lake Hills Wealth Management, LLCMRNGSTR VAL ETF1.3K shheld | $208.9K |
| VALLEY WEALTH MANAGERS, INC.ETF87 shheld | $14K |
| FIRST COMMUNITY TRUST NAMRNGSTR VAL ETF80 shheld | $12.9K |
| GK Wealth Management LLCMRNGSTR VAL ETF61 sh— | $9.8K |
| Central Pacific Bank - Trust DivisionMEGA CAP VAL ETF54 shadded | $8.7K |
| EASTERN BANKMEGA CAP VAL ETF17 shheld | $2.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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