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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

385 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
28
Increased
140
Reduced
116
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$66.8M
2
LPL Financial
LPL Financial
California
+$41.3M
3
Ameriprise
Ameriprise
Minnesota
+$11.7M
4
QFA
Quattro Financial Advisors
Texas
+$10.6M
5
Morgan Stanley
Morgan Stanley
New York
+$10.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$17.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$11M
5
BWP
BSW Wealth Partners
Colorado
-$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNA
226
First National Advisers
Nebraska
$576K +$365K +3,080 +173%
CA
227
Calton & Associates
Florida
$572K -$48.6K -410 -8%
LC
228
Landaas & Company
Wisconsin
$561K – – –
WA
229
Waverly Advisors
Alabama
$553K +$295K +2,492 +114%
VVP
230
Venture Visionary Partners
Ohio
$540K – – –
GC
231
Gratus Capital
Georgia
$539K – – –
ICP
232
Interchange Capital Partners
Pennsylvania
$526K +$24.1K +203 +5%
HTC
233
Haverford Trust Company
Pennsylvania
$519K – – –
BCI
234
Brinker Capital Investments
Pennsylvania
$516K +$187K +1,574 +57%
OPS
235
Orion Portfolio Solutions
Nebraska
$516K +$187K +1,574 +57%
FFA
236
Florida Financial Advisors
Florida
$500K +$187K +1,574 +60%
CSWM
237
Cassady Schiller Wealth Management
Ohio
$497K – – –
OC
238
OxenFree Capital
Florida
$494K -$61.5K -519 -11%
GTAM
239
Global Trust Asset Management
Florida
$490K +$19K +160 +4%
TCWA
240
Turtle Creek Wealth Advisors
Texas
$483K – – –
BB
241
Bell Bank
North Dakota
$472K – – –
Bank of New York Mellon
242
Bank of New York Mellon
New York
$470K +$223K +1,878 +90%
SWP
243
Summit Wealth Partners
Florida
$469K – – –
WWM
244
Western Wealth Management
Colorado
$463K -$13.9K -117 -3%
PIA
245
Pinion Investment Advisors
Kansas
$459K +$95K +802 +26%
MWA
246
Martel Wealth Advisors
Washington
$457K – – –
MSFS
247
Main Street Financial Solutions
Pennsylvania
$445K -$1.54K -13 -0.3%
CCB
248
Country Club Bank
Missouri
$439K – – –
BCM
249
Brookstone Capital Management
Illinois
$437K -$37.2K -301 -8%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$422K +$122K +1,031 +41%
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