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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 %
AT
276
Avalon Trust
New Mexico
$415K -$12.8K -100 -3%
BFG
277
Berger Financial Group
Minnesota
$401K -$11.8K -92 -3%
DWAM
278
Duncan Williams Asset Management
Tennessee
$386K – – –
ST
279
Spinnaker Trust
Maine
$385K – – –
CJ
280
Caitlin John
Michigan
$379K – – –
RLWM
281
RF&L Wealth Management
Massachusetts
$375K – – –
RWM
282
Ritholtz Wealth Management
New York
$368K -$80.8K -630 -18%
RIS
283
Retirement Income Solutions
Michigan
$368K -$32.7K -255 -8%
SPW
284
Sonoma Private Wealth
California
$363K +$16.2K +126 +5%
PWMG
285
Prestige Wealth Management Group
New Jersey
$362K – – –
AR
286
Apeiron RIA
Texas
$356K – – –
Betterment LLC
287
Betterment LLC
New York
$353K +$23.5K +183 +7%
RFS
288
Richardson Financial Services
Massachusetts
$352K – – –
OAS
289
Optivise Advisory Services
Tennessee
$351K -$4.11K -32 -1%
GSIAS
290
Garden State Investment Advisory Services
New Jersey
$348K +$51.4K +400 +17%
HIP
291
HUB Investment Partners
Texas
$347K – – –
FA
292
Financial Alternatives
California
$347K – – –
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$345K -$112K -871 -24%
CB
294
Cadence Bank
Mississippi
$333K +$3.21K +25 +1%
PP
295
PrairieView Partners
Minnesota
$331K – – –
TPA
296
Trivium Point Advisory
Connecticut
$330K +$19.4K +148 +6%
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$328K +$328K +2,514 New
CAC
298
Certified Advisory Corp
Florida
$321K +$5.13K +40 +2%
BWA
299
Boulder Wealth Advisors
Colorado
$320K – – –
NHC
300
Nicholas Hoffman & Company
Georgia
$305K – – –
10 11
12
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