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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 %
HIP
276
HUB Investment Partners
Texas
$320K +$27.1K +229 +9%
FA
277
Financial Alternatives
California
$320K – – –
SOS
278
Silver Oak Securities
Tennessee
$314K -$1.4M -11,840 -82%
WP
279
WMS Partners
Maryland
$313K +$313K +2,638 New
PP
280
PrairieView Partners
Minnesota
$306K – – –
CB
281
Cadence Bank
Mississippi
$305K +$9.95K +84 +3%
Betterment LLC
282
Betterment LLC
New York
$304K +$3.2K +27 +1%
ANTB
283
AMG National Trust Bank
Colorado
$300K +$30.8K +260 +11%
BWA
284
Boulder Wealth Advisors
Colorado
$296K – – –
CAC
285
Certified Advisory Corp
Florida
$292K +$22.4K +189 +8%
Kovitz Investment Group Partners
286
Kovitz Investment Group Partners
Illinois
$283K – – –
NHC
287
Nicholas Hoffman & Company
Georgia
$282K – – –
TPA
288
Trivium Point Advisory
Connecticut
$281K +$281K +2,371 New
MCM
289
Morton Capital Management
California
$279K +$279K +2,351 New
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$278K -$346K -2,924 -55%
GSIAS
291
Garden State Investment Advisory Services
New Jersey
$274K +$50.4K +425 +23%
SWM
292
Spire Wealth Management
Virginia
$270K – – –
VA
293
Valmark Advisers
Ohio
$270K – – –
PL
294
Plancorp LLC
Missouri
$267K -$392K -3,312 -60%
CAM
295
Concorde Asset Management
Michigan
$263K -$319K -2,690 -55%
ACA
296
Aptus Capital Advisors
Alabama
$262K -$83.1K -701 -24%
AQR Capital Management
297
AQR Capital Management
Connecticut
$255K +$255K +2,151 New
LI
298
LRI Investments
Florida
$254K – – –
SIC
299
Sterling Investment Counsel
New York
$253K -$711 -6 -0.3%
BIAS
300
Beacon Investment Advisory Services
New Jersey
$253K +$253K +2,135 New
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