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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 %
NEPWA
301
New England Private Wealth Advisors
Massachusetts
$251K – – –
MFA
302
McClarren Financial Advisors
Pennsylvania
$251K -$426K -1,608 -63%
OIA
303
OneDigital Investment Advisors
Kansas
$249K +$37.1K +313 +18%
PCWA
304
Pacific Capital Wealth Advisors
California
$249K +$249K +2,099 New
VCM
305
Virtue Capital Management
Tennessee
$240K – – –
TW
306
TritonPoint Wealth
Maryland
$238K -$4.17K -35 -2%
RW
307
RVW Wealth
California
$237K – – –
UF
308
Univest Financial
Pennsylvania
$236K – – –
PA
309
Parallel Advisors
California
$235K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$235K – – –
LA
311
Lane & Associates
New Jersey
$234K +$29.6K +250 +14%
PCA
312
Prosperity Capital Advisors
Ohio
$233K -$28.3K -239 -11%
MAG
313
M3 Advisory Group
Massachusetts
$232K +$12.4K +105 +6%
DC
314
Darrow Company
Massachusetts
$230K +$118 +1 +0.1%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$229K -$356K -3,016 -61%
AF
316
Apollon Financial
South Carolina
$227K – – –
PWM
317
Prosperity Wealth Management
California
$226K +$11.4K +96 +5%
KIG
318
Kowal Investment Group
Wisconsin
$218K – – –
PS
319
Principal Securities
Iowa
$217K +$155K +1,310 +252%
TNB
320
Thomasville National Bank
Georgia
$216K -$4.27K -36 -2%
CM
321
Cornerstone Management
Georgia
$214K – – –
VCP
322
Verus Capital Partners
Arizona
$201K +$201K +1,694 New
Citigroup
323
Citigroup
New York
$177K -$4.15K -35 -2%
Qube Research & Technologies (QRT)
324
Qube Research & Technologies (QRT)
United Kingdom
$153K +$4.03K +34 +3%
UB
325
UMB Bank
Missouri
$148K – – –
11 12
13
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