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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 %
CW
251
CreativeOne Wealth
Kansas
$356K -$23.1K -211 -6%
CCWM
252
Cassaday & Co Wealth Management
Virginia
$348K – – –
CPA
253
Cardiff Park Advisors
California
$347K +$2.41K +22 +0.7%
RIS
254
Retirement Income Solutions
Michigan
$341K +$341K +3,120 New
C
255
Certuity
Florida
$336K +$4.48K +41 +1%
Jane Street
256
Jane Street
New York
$334K +$334K +3,051 New
ST
257
Spinnaker Trust
Maine
$329K – – –
CJ
258
Caitlin John
Michigan
$327K +$327K +2,990 New
SB
259
Strategic Blueprint
Georgia
$320K – – –
RLWM
260
RF&L Wealth Management
Massachusetts
$320K – – –
ORC
261
O'Rourke & Company
Massachusetts
$316K +$22.9K +210 +8%
PWMG
262
Prestige Wealth Management Group
New Jersey
$309K – – –
BFAG
263
Blackston Financial Advisory Group
Florida
$308K +$308K +2,819 New
AR
264
Apeiron RIA
Texas
$304K – – –
FA
265
Financial Alternatives
California
$296K – – –
RFS
266
Richardson Financial Services
Massachusetts
$292K +$292K +2,666 New
SF
267
Synovus Financial
Georgia
$284K +$284K +2,600 New
PP
268
PrairieView Partners
Minnesota
$283K – – –
RWP
269
RWA Wealth Partners
Massachusetts
$282K +$282K +2,581 New
MFA
270
McClarren Financial Advisors
Pennsylvania
$278K +$1.86K +17 +0.7%
TC
271
TownSquare Capital
Utah
$274K +$28.5K +261 +12%
Kovitz Investment Group Partners
272
Kovitz Investment Group Partners
Illinois
$271K -$24.6K -225 -8%
Betterment LLC
273
Betterment LLC
New York
$269K +$23.6K +216 +10%
VA
274
Valmark Advisers
Ohio
$267K +$267K +2,445 New
FHA
275
Flagship Harbor Advisors
Massachusetts
$267K -$7K -64 -3%
9 10
11
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