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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

450 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
5.99%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.47%
New
74
Increased
170
Reduced
114
Closed
29
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$45.9M
2
Ameriprise
Ameriprise
Minnesota
+$41.2M
3
DWM
Dechtman Wealth Management
Colorado
+$20.7M
4
Bank of America
Bank of America
North Carolina
+$15.3M
5
WA
Waverly Advisors
Alabama
+$13M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$247M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.9M
4
EPP
ETF Portfolio Partners
Kansas
-$12.6M
5
SG Americas Securities
SG Americas Securities
New York
-$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
251
Global Trust Asset Management
Florida
$621K -$5K -40 -0.8%
VVP
252
Venture Visionary Partners
Ohio
$610K – – –
AWA
253
Arkadios Wealth Advisors
Georgia
$608K -$250 -2 -0%
FNA
254
First National Advisers
Nebraska
$607K – – –
CFG
255
Cornerstone Financial Group
Nebraska
$598K +$598K +4,790 New
LC
256
Landaas & Company
Wisconsin
$592K – – –
CPA
257
Cardiff Park Advisors
California
$581K +$1.5K +12 +0.3%
CGFA
258
Colton Groome Financial Advisors
North Carolina
$570K -$77.7K -622 -12%
ICP
259
Interchange Capital Partners
Pennsylvania
$552K -$4.25K -34 -0.8%
CWM
260
Congress Wealth Management
Massachusetts
$534K +$534K +4,271 New
CA
261
Crewe Advisors
Utah
$533K – – –
SWP
262
Stratos Wealth Partners
Ohio
$533K +$118K +948 +29%
CW
263
CreativeOne Wealth
Kansas
$531K -$16.5K -132 -3%
RFC
264
Regions Financial Corp
Alabama
$526K +$526K +4,211 New
CSWM
265
Cassady Schiller Wealth Management
Ohio
$524K – – –
OC
266
OxenFree Capital
Florida
$521K -$55K -440 -10%
BWM
267
BCO Wealth Management
New Mexico
$519K +$519K +4,154 New
DIA
268
Dana Investment Advisors
Wisconsin
$515K +$82.8K +663 +19%
BFG
269
Bleakley Financial Group
New Jersey
$509K +$509K +4,078 New
WWM
270
Western Wealth Management
Colorado
$506K +$10.6K +85 +2%
AA
271
Addison Advisors
Vermont
$502K -$94.9K -760 -16%
BCM
272
Brookstone Capital Management
Illinois
$496K +$48.6K +389 +11%
SWP
273
Summit Wealth Partners
Florida
$494K – – –
MWA
274
Martel Wealth Advisors
Washington
$490K +$2.75K +22 +0.6%
Russell Investments Group
275
Russell Investments Group
United Kingdom
$487K -$5K -40 -1%
9 10
11
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