MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
–
Net Calls
+$5.3M
Net Calls Change
+$3.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$539M
2
AssetMark Inc
AssetMark Inc
California
$1.33B
3
Ameriprise
Ameriprise
Minnesota
$114M
4
HI
Harbour Investments
Wisconsin
$16.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
PA
Procyon Advisors
Connecticut
$2.64M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
$117K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$49.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
226
Country Club Bank
Missouri
$473K -$111K -1,015 -19%
CA
227
CoreCap Advisors
Michigan
$468K -$40.4K -369 -8%
SPC
228
Sigma Planning Corp
Michigan
$460K -$304K -2,775 -40%
Vanguard Group
229
Vanguard Group
Pennsylvania
$457K +$457K +4,182 New
RWM
230
Revisor Wealth Management
Ohio
$456K -$529K -4,840 -54%
SPW
231
Sonoma Private Wealth
California
$446K -$1.09M -9,958 -71%
TCWA
232
Turtle Creek Wealth Advisors
Texas
$446K +$446K +4,074 New
BB
233
Bell Bank
North Dakota
$445K – – –
CB
234
Cadence Bank
Mississippi
$444K – – –
WWM
235
Western Wealth Management
Colorado
$440K -$87.8K -803 -17%
CSWM
236
Cassady Schiller Wealth Management
Ohio
$437K +$437K +4,000 New
TFM
237
Trademark Financial Management
Minnesota
$436K +$436K +3,990 New
FA
238
Flagstar Advisors
New York
$433K +$433K +3,957 New
SWP
239
Summit Wealth Partners
Florida
$432K – – –
CSPAM
240
Cary Street Partners Asset Management
Virginia
$423K -$162K -1,482 -28%
CGFA
241
Colton Groome Financial Advisors
North Carolina
$422K +$422K +3,862 New
MWA
242
Martel Wealth Advisors
Washington
$419K +$2.95K +27 +0.7%
MSFS
243
Main Street Financial Solutions
Pennsylvania
$412K +$2.73K +25 +0.7%
PIA
244
Pinion Investment Advisors
Kansas
$408K -$10.9K -100 -3%
WS
245
Wedbush Securities
California
$393K – – –
SAM
246
Secure Asset Management
Michigan
$391K +$2.41K +22 +0.6%
Bessemer Group
247
Bessemer Group
New Jersey
$369K – – –
AT
248
Avalon Trust
New Mexico
$365K +$365K +3,334 New
FFW
249
Fusion Family Wealth
New York
$360K – – –
ANTB
250
AMG National Trust Bank
Colorado
$357K -$25.2K -230 -7%
8 9
10
11 12