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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 %
SFC
326
Strategic Financial Concepts
Texas
$250K -$30.6M -238,182 -99%
DC
327
Darrow Company
Massachusetts
$249K +$767 +6 +0.3%
Qube Research & Technologies (QRT)
328
Qube Research & Technologies (QRT)
United Kingdom
$247K +$82.2K +641 +50%
AF
329
Apollon Financial
South Carolina
$246K – – –
QCG
330
Quadrant Capital Group
Ohio
$242K +$231K +1,800 +2,093%
SWM
331
Spire Wealth Management
Virginia
$241K -$51.3K -400 -18%
KIG
332
Kowal Investment Group
Wisconsin
$237K +$1.8K +14 +0.8%
TNB
333
Thomasville National Bank
Georgia
$233K – – –
PAS
334
Park Avenue Securities
New York
$233K +$233K +1,820 New
KWS
335
Keystone Wealth Services
California
$232K +$232K +1,808 New
CCFM
336
Clear Creek Financial Management
Washington
$232K +$232K +1,807 New
VCP
337
Verus Capital Partners
Arizona
$220K +$2.57K +20 +1%
CM
338
Cornerstone Management
Georgia
$215K -$16K -125 -7%
HNB
339
Huntington National Bank
Ohio
$215K -$50.2K – –
4WM
340
49 Wealth Management
Texas
$211K +$211K +1,642 New
OCM
341
One Capital Management
California
$211K +$211K +1,641 New
KIM
342
Kestra Investment Management
Texas
$209K +$209K +1,630 New
WS
343
Wedbush Securities
California
$207K +$207K +1,615 New
BIM
344
Bullseye Investment Management
Ohio
$207K +$207K +1,570 New
SIG
345
Stonegate Investment Group
Alabama
$205K +$205K +1,597 New
LA
346
Lane & Associates
New Jersey
$204K -$50K -390 -20%
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$203K +$203K +1,581 New
WSFS
348
Wilmington Savings Fund Society
Delaware
$201K +$201K +1,570 New
Citigroup
349
Citigroup
New York
$192K +$513 +4 +0.3%
UB
350
UMB Bank
Missouri
$161K – – –
12 13
14
15 16