We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

421 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 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
Farther Finance Advisors
California
$301K +$278K +2,253 +2,397%
BRWA
302
B. Riley Wealth Advisors
Florida
$301K -$70.2K -569 -20%
VA
303
Valmark Advisers
Ohio
$298K +$5.18K +42 +2%
ANTB
304
AMG National Trust Bank
Colorado
$291K -$32.1K -260 -10%
PL
305
Plancorp LLC
Missouri
$289K
ACA
306
Aptus Capital Advisors
Alabama
$282K -$1.6K -13 -0.6%
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$281K -$24.8K -201 -8%
LI
308
LRI Investments
Florida
$280K +$1.36K +11 +0.5%
CAM
309
Concorde Asset Management
Michigan
$278K -$6.79K -55 -2%
NEPWA
310
New England Private Wealth Advisors
Massachusetts
$275K +$3.09K +25 +1%
PA
311
Parallel Advisors
California
$272K +$17.2K +139 +7%
SIC
312
Sterling Investment Counsel
New York
$271K -$2.72K -22 -1%
OIA
313
OneDigital Investment Advisors
Kansas
$269K +$123 +1 +0%
PCWA
314
Pacific Capital Wealth Advisors
California
$269K
Bank of New York Mellon
315
Bank of New York Mellon
New York
$268K -$232K -1,879 -47%
VPIM
316
Vanguard Personalized Indexing Management
California
$267K -$93.1K -754 -27%
PCA
317
Prosperity Capital Advisors
Ohio
$266K +$13.3K +108 +5%
PWM
318
Prosperity Wealth Management
California
$259K +$14.2K +115 +6%
RA
319
Rodgers & Associates
Pennsylvania
$258K +$248K +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 +$3.7K +30 +2%
SPIA
324
Steward Partners Investment Advisory
New York
$254K
PS
325
Principal Securities
Iowa
$250K +$14.9K +121 +7%