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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
6.07%
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 %
Citadel Advisors
251
Citadel Advisors
Florida
$595K -$389K -3,031 -40%
OC
252
OxenFree Capital
Florida
$591K +$56.4K +440 +11%
ICP
253
Interchange Capital Partners
Pennsylvania
$571K +$2.05K +16 +0.4%
CW
254
CreativeOne Wealth
Kansas
$562K +$177K +1,376 +46%
HTC
255
Haverford Trust Company
Pennsylvania
$557K -$5K -39 -0.9%
CA
256
Crewe Advisors
Utah
$547K +$547K +4,265 New
CSWM
257
Cassady Schiller Wealth Management
Ohio
$538K – – –
TCWA
258
Turtle Creek Wealth Advisors
Texas
$523K – – –
WWM
259
Western Wealth Management
Colorado
$509K +$7.95K +62 +2%
SWP
260
Summit Wealth Partners
Florida
$507K – – –
Russell Investments Group
261
Russell Investments Group
United Kingdom
$505K +$125K +971 +33%
MWA
262
Martel Wealth Advisors
Washington
$501K +$5.9K +46 +1%
PIA
263
Pinion Investment Advisors
Kansas
$500K +$2.44K +19 +0.5%
P
264
&Partners
Tennessee
$495K -$145K -1,130 -23%
BB
265
Bell Bank
North Dakota
$494K -$16.7K -130 -3%
MSFS
266
Main Street Financial Solutions
Pennsylvania
$480K -$1.54K -12 -0.3%
CCB
267
Country Club Bank
Missouri
$469K -$5.75K -45 -1%
BCM
268
Brookstone Capital Management
Illinois
$459K +$5.64K +44 +1%
CA
269
Continuum Advisory
Idaho
$449K +$16.3K +125 +4%
DIA
270
Dana Investment Advisors
Wisconsin
$444K +$444K +3,461 New
Bessemer Group
271
Bessemer Group
New Jersey
$432K – – –
SWP
272
Stratos Wealth Partners
Ohio
$425K -$1.16M -9,029 -73%
SB
273
Strategic Blueprint
Georgia
$424K – – –
FFW
274
Fusion Family Wealth
New York
$422K – – –
AQR Capital Management
275
AQR Capital Management
Connecticut
$421K +$145K +1,132 +53%
9 10
11
12 13