We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

327 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,060% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $10K

29% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0.25% more ownership

Funds ownership: 72.09%72.34% (+0.25%)

0% less funds holding

Funds holding: 328327 (-1)

3% less capital invested

Capital invested by funds: $4.34B → $4.23B (-$110M)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
129
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Aspire Wealth Management
Massachusetts
$117K +$12.7K +121 +12%
TFGT
277
TS Financial Group (TSFG)
Illinois
$116K +$110K +1,047 +1,047%
KFI
278
Key Financial Inc
Pennsylvania
$100K
CAS
279
Coppell Advisory Solutions
Texas
$94.6K +$96.5K +920 New
MCM
280
MV Capital Management
Maryland
$94.1K
HNB
281
Huntington National Bank
Ohio
$89.8K
FPFS
282
First Personal Financial Services
North Carolina
$87.6K
MA
283
MCF Advisors
Kentucky
$84.1K +$86.9K +829 New
FCAS
284
First Command Advisory Services
Texas
$80.8K +$83.6K +797 New
HGERS
285
Householder Group Estate & Retirement Specialist
Arizona
$79.3K +$81.9K +781 New
SC
286
SouthState Corp
Florida
$69.5K
FHA
287
First Horizon Advisors
Tennessee
$57.3K
RFA
288
Resurgent Financial Advisors
Georgia
$55.2K -$2.2K -21 -4%
APC
289
Aspire Private Capital
North Carolina
$51.7K -$1.15K -11 -2%
CFGS
290
Concourse Financial Group Securities
Alabama
$51.4K
BCWM
291
Bartlett & Co Wealth Management
Ohio
$48.3K
BC
292
Bartlett & Co
Ohio
$48K
BWS
293
Buck Wealth Strategies
Colorado
$48K -$27K -257 -35%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$47.8K
SL
295
Salomon & Ludwin
Virginia
$35.4K +$36.6K +349 New
S
296
SignatureFD
Georgia
$34.6K
BTI
297
Blue Trust Inc
Georgia
$33K +$210 +2 +0.6%
FA
298
Financial Avengers
California
$30.5K
AF
299
Advisornet Financial
Minnesota
$30.4K +$31.5K +300 New
RF
300
Robinswood Financial
Washington
$27.8K +$22.3K +213 +349%