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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 %
BB
276
Bell Bank
North Dakota
$481K – – –
AQR Capital Management
277
AQR Capital Management
Connecticut
$480K +$70.3K +563 +17%
WI
278
Westbourne Investments
Virginia
$476K +$476K +3,811 New
PIA
279
Pinion Investment Advisors
Kansas
$465K -$21.9K -175 -4%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$459K +$123K +982 +37%
CCFM
281
Clear Creek Financial Management
Washington
$455K +$229K +1,833 +101%
PFA
282
Pillar Financial Advisors
Kentucky
$453K +$453K +3,630 New
CA
283
Continuum Advisory
Idaho
$453K +$22.7K +182 +5%
CCB
284
Country Club Bank
Missouri
$446K -$11.1K -89 -2%
FWA
285
Flagship Wealth Advisors
Massachusetts
$437K +$437K +3,500 New
BCA
286
Bay Capital Advisors
Virginia
$437K +$437K +3,500 New
LA
287
LWM Advisors
California
$429K +$429K +3,431 New
Bessemer Group
288
Bessemer Group
New Jersey
$421K – – –
FFW
289
Fusion Family Wealth
New York
$411K – – –
SB
290
Strategic Blueprint
Georgia
$409K -$3.75K -30 -0.9%
AF
291
Apexium Financial
Texas
$408K +$408K +3,265 New
AT
292
Avalon Trust
New Mexico
$404K – – –
OAS
293
Optivise Advisory Services
Tennessee
$397K +$55.6K +445 +16%
BFG
294
Berger Financial Group
Minnesota
$395K +$5.25K +42 +1%
RFS
295
Richardson Financial Services
Massachusetts
$390K +$20.4K +164 +6%
DWAM
296
Duncan Williams Asset Management
Tennessee
$375K – – –
P
297
&Partners
Tennessee
$371K -$110K -882 -23%
SF
298
Synovus Financial
Georgia
$370K -$289K -2,313 -44%
RLWM
299
RF&L Wealth Management
Massachusetts
$365K – – –
CJ
300
Caitlin John
Michigan
$362K – – –
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