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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 %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$421K +$316K +2,665 +304%
RWM
252
Ritholtz Wealth Management
New York
$414K +$414K +3,495 New
Fisher Asset Management
253
Fisher Asset Management
Washington
$411K +$411K +3,472 New
Bessemer Group
254
Bessemer Group
New Jersey
$399K – – –
AT
255
Avalon Trust
New Mexico
$395K – – –
CA
256
Continuum Advisory
Idaho
$394K – – –
SB
257
Strategic Blueprint
Georgia
$391K +$44.6K +376 +13%
FFW
258
Fusion Family Wealth
New York
$390K – – –
AA
259
Addison Advisors
Vermont
$388K +$388K +3,275 New
BFG
260
Berger Financial Group
Minnesota
$381K -$114K -962 -23%
CPA
261
Cardiff Park Advisors
California
$378K – – –
RIS
262
Retirement Income Solutions
Michigan
$370K – – –
DWAM
263
Duncan Williams Asset Management
Tennessee
$356K – – –
CW
264
CreativeOne Wealth
Kansas
$356K -$77.3K -653 -18%
ST
265
Spinnaker Trust
Maine
$356K – – –
Russell Investments Group
266
Russell Investments Group
United Kingdom
$352K -$97.1K -819 -22%
RFS
267
Richardson Financial Services
Massachusetts
$352K -$356 -3 -0.1%
BRWA
268
B. Riley Wealth Advisors
Florida
$348K -$316K -2,649 -48%
RLWM
269
RF&L Wealth Management
Massachusetts
$346K – – –
CJ
270
Caitlin John
Michigan
$343K – – –
PWMG
271
Prestige Wealth Management Group
New Jersey
$336K – – –
VPIM
272
Vanguard Personalized Indexing Management
California
$336K +$93.1K +786 +38%
AR
273
Apeiron RIA
Texas
$329K – – –
OAS
274
Optivise Advisory Services
Tennessee
$328K +$328K +2,769 New
SPW
275
Sonoma Private Wealth
California
$321K – – –
9 10
11
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