Security record · archived quarter
MGV
Vanguard Morningstar Mega Cap Value ETF · Financial Services · Asset Management
4Tracked holders
-1Δ holders
42.77KShares held
$5.49MReported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +1 | 39.19M | $6.41B | +4 | −4 |
| Q1 2026 | 61 | +7 | 38.92M | $5.64B | +7 | — |
| Q4 2025 | 54 | -2 | 37.63M | $5.31B | — | −2 |
| Q3 2025 | 11 | 0 | 4.65M | $640.59M | +2 | −2 |
| Q2 2025 | 8 | +1 | 81.32K | $10.67M | +1 | — |
| Q1 2025 | 4 | -1 | 43.38K | $5.59M | — | −1 |
| Q4 2024 | 5 | +1 | 33.76K | $4.22M | +1 | — |
| Q3 2024 | 4 | -1 | 42.77K | $5.49M | — | −1 |
| Q2 2024 | 5 | — | 34.47K | $4.08M | — | — |
Who holds it · Q3 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 23.50K | +139.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Gotham Asset Management ✦ | 11.35K | -0.2% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 4.64K | -39.5% | $594,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 3.28K | +52.6% | $421,143 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Fisher Asset Management | $411,487 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 556 holders, 55.14M shares, $7.88B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2024 ·
Methodology ·
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