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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 %
FFA
301
Farther Finance Advisors
California
$301K +$289K +2,253 +2,397%
BRWA
302
B. Riley Wealth Advisors
Florida
$301K -$72.9K -569 -20%
VA
303
Valmark Advisers
Ohio
$298K +$5.39K +42 +2%
ANTB
304
AMG National Trust Bank
Colorado
$291K -$33.4K -260 -10%
PL
305
Plancorp LLC
Missouri
$289K – – –
ACA
306
Aptus Capital Advisors
Alabama
$282K -$1.67K -13 -0.6%
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$281K -$25.8K -201 -8%
LI
308
LRI Investments
Florida
$280K +$1.43K +11 +0.5%
CAM
309
Concorde Asset Management
Michigan
$278K -$7.06K -55 -2%
NEPWA
310
New England Private Wealth Advisors
Massachusetts
$275K +$3.21K +25 +1%
PA
311
Parallel Advisors
California
$272K +$17.8K +139 +7%
SIC
312
Sterling Investment Counsel
New York
$271K -$2.82K -22 -1%
OIA
313
OneDigital Investment Advisors
Kansas
$269K +$128 +1 +0%
PCWA
314
Pacific Capital Wealth Advisors
California
$269K – – –
Bank of New York Mellon
315
Bank of New York Mellon
New York
$268K -$241K -1,879 -47%
VPIM
316
Vanguard Personalized Indexing Management
California
$267K -$96.7K -754 -27%
PCA
317
Prosperity Capital Advisors
Ohio
$266K +$13.9K +108 +5%
PWM
318
Prosperity Wealth Management
California
$259K +$14.8K +115 +6%
RA
319
Rodgers & Associates
Pennsylvania
$258K +$258K +2,010 New
RW
320
RVW Wealth
California
$257K – – –
UF
321
Univest Financial
Pennsylvania
$256K – – –
TW
322
TritonPoint Wealth
Maryland
$256K – – –
MAG
323
M3 Advisory Group
Massachusetts
$254K +$3.85K +30 +2%
SPIA
324
Steward Partners Investment Advisory
New York
$254K – – –
PS
325
Principal Securities
Iowa
$250K +$15.5K +121 +7%
11 12
13
14 15