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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

420 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+35
Holders Change %
+9.09%
% of All Funds
6.08%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
53
Increased
167
Reduced
119
Closed
11
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$70.4M
2
Ameriprise
Ameriprise
Minnesota
+$33.4M
3
Morgan Stanley
Morgan Stanley
New York
+$31.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$25.6M
5
BPAMU
BTG Pactual Asset Management US
New York
+$25M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$30.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14.3M
3
LPL Financial
LPL Financial
California
-$13.7M
4
SVCP
Silicon Valley Capital Partners
California
-$10.7M
5
MML Investors Services
MML Investors Services
Massachusetts
-$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
226
Keystone Financial Group (Kentucky)
Kentucky
$712K +$712K +5,551 New
CP
227
Creekside Partners
California
$711K -$385K -3,000 -35%
GFG
228
Goldstone Financial Group
Illinois
$706K -$50.2K -391 -7%
RMAM
229
Raab & Moskowitz Asset Management
New Jersey
$702K +$48.1K +375 +7%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$702K +$247K +1,926 +54%
IA
231
IFP Advisors
Florida
$700K -$155K -1,211 -18%
MCM
232
MidAtlantic Capital Management
Virginia
$685K – – –
SF
233
Synovus Financial
Georgia
$676K +$676K +5,270 New
GIA
234
Gladstone Institutional Advisory
Florida
$674K -$12.4K -97 -2%
MAM
235
Mainsail Asset Management
Alabama
$673K -$45.4K -354 -6%
JIC
236
Johnson Investment Counsel
Ohio
$671K +$641 +5 +0.1%
MWM
237
Meridian Wealth Management
Kentucky
$668K +$668K +5,206 New
CGFA
238
Colton Groome Financial Advisors
North Carolina
$665K -$9.62K -75 -1%
LCM
239
Lazari Capital Management
California
$663K – – –
RCAG
240
Rehmann Capital Advisory Group
Michigan
$660K -$54.6K -426 -8%
ORC
241
O'Rourke & Company
Massachusetts
$656K +$21.3K +166 +3%
WBG
242
Wharton Business Group
Pennsylvania
$648K – – –
GTAM
243
Global Trust Asset Management
Florida
$643K +$113K +880 +21%
WA
244
Waverly Advisors
Alabama
$631K +$31.9K +249 +5%
VVP
245
Venture Visionary Partners
Ohio
$627K +$41.7K +325 +7%
AWA
246
Arkadios Wealth Advisors
Georgia
$625K +$257 +2 +0%
FNA
247
First National Advisers
Nebraska
$623K – – –
AA
248
Addison Advisors
Vermont
$613K +$192K +1,500 +46%
LC
249
Landaas & Company
Wisconsin
$608K – – –
CPA
250
Cardiff Park Advisors
California
$595K +$187K +1,454 +46%
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10
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