Follow-The-Filings

Security

MGV

Vanguard World Fd · MEGA CAP VAL ETF

Equity holders as of 2026 Q1 (each manager’s latest book)

6 owners 1 new 1 exit max 0.0% (Kentucky Trust Co.)

owners 6
max % 0.0%
tracked value $40M
qoq N 1 A 1 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Kentucky Trust Co. 2026 Q2 stale 0.0% New 0.0% 177 $29M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 11,560 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 25,865 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 25,502 $4M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 13,600 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 54 $8 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 15,093 $2M hist

ownership over time

filing count by report period · click a bar for that quarter’s holders