Market Cap
$679.7M
MG
MGV
VANGUARD WORLD FD
$161.50 ▲ +0.11%
Prev close $161.33Market cap$679.7M
9 New Institutional Positions9 Institutional Exits
Snapshot
The big-picture read on MGV right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$7.3B
Inst. Activity
9 buys / 9 sells
Price chart 30d -3.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 ftd
FTD: MGV — 7,712 shares ($1.3M) failed to deliver
Settlement: 20260910, Price: $166.25, FTD Value: $1,282,120, VANGUARD WORLD FDS VANGUARD MO
Jun 30, 2026 Inst.
Cerity Partners LLC — ADD
343,974 shares ($56.3M)
Jun 30, 2026 Inst.
Waverly Advisors, LLC — ADD
145,484 shares ($23.8M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: MGV — 7,712 shares ($1.3M) failed to deliver
Settlement: 20260910, Price: $166.25, FTD Value: $1,282,120, VANGUARD WORLD FDS VANGUARD MO
Sep 8, 2026
ftd
FTD: MGV — 6,245 shares ($1.0M) failed to deliver
Settlement: 20260908, Price: $167.94, FTD Value: $1,048,785.3, VANGUARD WORLD FDS VANGUARD MO
Sep 7, 2026
dark_pool
Dark Pool: MGV — 0.1M shares, 2,028 trades
Week starting 2026-09-07. Total ATS volume: 139,764 shares across 2,028 trades.
Sep 3, 2026
ftd
FTD: MGV — 34,088 shares ($5.7M) failed to deliver
Settlement: 20260903, Price: $167.36, FTD Value: $5,704,967.68, VANGUARD WORLD FDS VANGUARD MO
Sep 1, 2026
short_volume
Short Volume: MGV — 91.5% short (0.6M / 0.7M)
Short: 642,880 | Exempt: 80 | TRF Vol: 702,668 | Short Ratio: 91.5% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own MGV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.3B total value (44,428,722 shares) as of 2026-Q2. Top holders: ASSETMARK,, BANK, MORGAN.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ASSETMARK, INC | 15,842,689 | $2.6B | 35.7% | — |
| BANK OF AMERICA CORP /DE/ | 4,675,795 | $764.3M | 10.5% | — |
| MORGAN STANLEY | 3,220,989 | $526.5M | 7.3% | — |
| AMERIPRISE FINANCIAL INC | 2,461,240 | $402.3M | 5.5% | — |
| UBS Group AG | 1,790,527 | $292.7M | 4.0% | — |
| Merit Financial Group, LLC | 1,652,554 | $270.1M | 3.7% | ADD +51.7% |
| ENVESTNET ASSET MANAGEMENT INC | 1,237,905 | $202.3M | 2.8% | — |
| LPL Financial LLC | 1,158,233 | $189.3M | 2.6% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,105,925 | $180.8M | 2.5% | — |
| WELLS FARGO & COMPANY/MN | 993,873 | $162.4M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Cerity Partners LLC | ADD | 260,748 | 343,974 | +31.9% | $56.3M |
| Waverly Advisors, LLC | ADD | 113,403 | 145,484 | +28.3% | $23.8M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 52,172 | 106,191 | +103.5% | $17.4M |
| D.A. DAVIDSON & CO. | TRIM | 119,478 | 71,941 | -39.8% | $11.8M |
| Gotham Asset Management, LLC | DOUBLED | 11,560 | 25,185 | +117.9% | $4.1M |
| Wealthspire Advisors, LLC | TRIM | 33,493 | 23,190 | -30.8% | $3.8M |
| CIBC Bancorp USA Inc. | ADD | 13,316 | 19,710 | +48.0% | $3.2M |
| Farther Finance Advisors, LLC | DOUBLED | 4,852 | 12,878 | +165.4% | $2.1M |
| M&T BANK CORP | ADD | 7,705 | 11,483 | +49.0% | $1.9M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 13,600 | 9,200 | -32.4% | $1.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MGV.
Shares short
97,132
Settlement Sep 15, 2026
Change vs prior
-52.6%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume