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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 %
SPW
301
Sonoma Private Wealth
California
$361K +$6.87K +55 +2%
ST
302
Spinnaker Trust
Maine
$360K -$15.2K -122 -4%
RIS
303
Retirement Income Solutions
Michigan
$358K – – –
RWM
304
Ritholtz Wealth Management
New York
$358K – – –
PWMG
305
Prestige Wealth Management Group
New Jersey
$352K – – –
Citigroup
306
Citigroup
New York
$348K +$161K +1,291 +86%
AR
307
Apeiron RIA
Texas
$347K – – –
Betterment LLC
308
Betterment LLC
New York
$344K – – –
AA
309
Armis Advisers
Georgia
$340K +$340K +2,721 New
SOS
310
Silver Oak Securities
Tennessee
$339K -$2.11M -16,967 -86%
HIP
311
HUB Investment Partners
Texas
$338K – – –
FA
312
Financial Alternatives
California
$338K – – –
GSIAS
313
Garden State Investment Advisory Services
New Jersey
$329K -$9.63K -77 -3%
PA
314
Parallel Advisors
California
$327K +$61.8K +495 +23%
PP
315
PrairieView Partners
Minnesota
$323K – – –
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$314K – – –
CAC
317
Certified Advisory Corp
Florida
$314K +$1.25K +10 +0.4%
D.E. Shaw & Co
318
D.E. Shaw & Co
New York
$312K +$312K +2,500 New
BWA
319
Boulder Wealth Advisors
Colorado
$312K – – –
FTWA
320
Fifth Third Wealth Advisors
Ohio
$305K +$305K +2,438 New
VA
321
Valmark Advisers
Ohio
$297K +$7K +56 +2%
NHC
322
Nicholas Hoffman & Company
Georgia
$297K – – –
CPC
323
CFC Planning Company
Indiana
$296K +$296K +2,372 New
BRWA
324
B. Riley Wealth Advisors
Florida
$293K +$375 +3 +0.1%
RA
325
Rodgers & Associates
Pennsylvania
$293K +$41.8K +335 +17%
11 12
13
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