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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 %
NHC
276
Nicholas Hoffman & Company
Georgia
$260K – – –
UF
277
Univest Financial
Pennsylvania
$255K – – –
SWM
278
Spire Wealth Management
Virginia
$250K – – –
SIC
279
Sterling Investment Counsel
New York
$238K +$20.3K +186 +9%
EMAM
280
Encompass More Asset Management
California
$236K +$236K +2,158 New
CAC
281
Certified Advisory Corp
Florida
$231K +$1.31K +12 +0.6%
NEPWA
282
New England Private Wealth Advisors
Massachusetts
$230K +$1.42K +13 +0.6%
YIH
283
Y-Intercept (HK)
Hong Kong
$230K +$230K +2,106 New
BFEC
284
Benjamin F. Edwards & Company
Missouri
$229K – – –
HIP
285
HUB Investment Partners
Texas
$227K +$227K +2,075 New
SOS
286
Silver Oak Securities
Tennessee
$223K -$512K -4,678 -70%
TW
287
TritonPoint Wealth
Maryland
$223K +$223K +2,035 New
SPIA
288
Steward Partners Investment Advisory
New York
$221K – – –
4WM
289
49 Wealth Management
Texas
$218K +$218K +1,991 New
PA
290
Parallel Advisors
California
$217K +$4.38K +40 +2%
FAIM
291
Financial Advocates Investment Management
Washington
$215K +$215K +1,146 New
VCM
292
Virtue Capital Management
Tennessee
$215K -$218K -1,985 -50%
CCMG
293
Clark Capital Management Group
Pennsylvania
$212K +$212K +1,935 New
AF
294
Apollon Financial
South Carolina
$210K +$210K +1,919 New
GSIAS
295
Garden State Investment Advisory Services
New Jersey
$206K +$206K +1,884 New
TNB
296
Thomasville National Bank
Georgia
$203K +$203K +1,855 New
MG
297
Mather Group
Illinois
$202K +$202K +1,843 New
KIG
298
Kowal Investment Group
Wisconsin
$200K +$200K +1,831 New
CIAS
299
Capital Investment Advisory Services
North Carolina
$172K +$4.27K +39 +3%
ACA
300
Aptus Capital Advisors
Alabama
$168K +$168K +1,535 New
10 11
12
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