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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 %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$142K – – –
AWM
327
Aspire Wealth Management
Massachusetts
$140K – – –
BTI
328
Blue Trust Inc
Georgia
$125K – – –
BFEC
329
Benjamin F. Edwards & Company
Missouri
$113K – – –
MCM
330
MV Capital Management
Maryland
$110K – – –
FGAM
331
Financial Gravity Asset Management
Texas
$99.9K -$99.9K -843 -50%
CAL
332
Capital Analysts LLC
Pennsylvania
$98K +$98K +830 New
FPFS
333
First Personal Financial Services
North Carolina
$95.9K -$6.52K -55 -6%
HGERS
334
Householder Group Estate & Retirement Specialist
Arizona
$92K -$15.7K -134 -15%
FCAS
335
First Command Advisory Services
Texas
$83.7K – – –
CA
336
Clearstead Advisors
Ohio
$75.6K – – –
SC
337
SouthState Corp
Florida
$74.7K – – –
WCAMG
338
Woodard & Company Asset Management Group
North Carolina
$74.5K -$8.89K -75 -11%
FHA
339
First Horizon Advisors
Tennessee
$71.5K – – –
APC
340
Aspire Private Capital
North Carolina
$60.4K – – –
BFS
341
Bare Financial Services
Pennsylvania
$58.2K – – –
BCWM
342
Bartlett & Co Wealth Management
Ohio
$56.8K – – –
GWSG
343
GPS Wealth Strategies Group
Colorado
$51.6K +$23.6K +199 +84%
HNB
344
Huntington National Bank
Ohio
$50.2K – – –
CAM
345
Clarity Asset Management
Iowa
$46.7K -$474 -4 -1%
CFGS
346
Concourse Financial Group Securities
Alabama
$41.1K -$19.3K -162 -32%
S
347
SignatureFD
Georgia
$40.4K – – –
A
348
Allianz
Germany
$36.5K – – –
AF
349
Advisornet Financial
Minnesota
$36K – – –
FA
350
Financial Avengers
California
$35.7K – – –
12 13
14
15 16