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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
$1.79B
2
Ameriprise
Ameriprise
Minnesota
$213M
3
DWM
Dechtman Wealth Management
Colorado
$27.1M
4
Bank of America
Bank of America
North Carolina
$483M
5
WA
Waverly Advisors
Alabama
$13.6M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
RWA
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
4
EPP
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
Farther Finance Advisors
California
$286K -$7.12K -57 -2%
PS
327
Principal Securities
Iowa
$284K +$40.1K +321 +16%
PL
328
Plancorp LLC
Missouri
$281K – – –
ANTB
329
AMG National Trust Bank
Colorado
$279K -$5K -40 -2%
CAM
330
Concorde Asset Management
Michigan
$272K +$1.5K +12 +0.6%
Kovitz Investment Group Partners
331
Kovitz Investment Group Partners
Illinois
$272K -$1.25K -10 -0.5%
LCM
332
Lazari Capital Management
California
$271K -$375K -3,000 -58%
LI
333
LRI Investments
Florida
$269K – – –
CL
334
CVFG LLC
Indiana
$269K +$269K +2,150 New
PCA
335
Prosperity Capital Advisors
Ohio
$264K +$5.25K +42 +2%
PCWA
336
Pacific Capital Wealth Advisors
California
$262K – – –
Bank of New York Mellon
337
Bank of New York Mellon
New York
$261K – – –
SFC
338
Strategic Financial Concepts
Texas
$260K +$16.5K +132 +7%
SIC
339
Sterling Investment Counsel
New York
$258K -$6.5K -52 -2%
ACA
340
Aptus Capital Advisors
Alabama
$258K -$16.6K -133 -6%
PAS
341
Park Avenue Securities
New York
$257K +$29.5K +236 +13%
TPA
342
Trivium Point Advisory
Connecticut
$256K -$59.1K -473 -19%
PWM
343
Prosperity Wealth Management
California
$254K +$2.12K +17 +0.8%
VPIM
344
Vanguard Personalized Indexing Management
California
$250K -$9.87K -79 -4%
PFS
345
Prospect Financial Services
New York
$250K +$250K +2,002 New
TW
346
TritonPoint Wealth
Maryland
$250K – – –
RW
347
RVW Wealth
California
$250K – – –
SPIA
348
Steward Partners Investment Advisory
New York
$247K – – –
SFG
349
Stonebridge Financial Group
Pennsylvania
$247K +$247K +1,978 New
DC
350
Darrow Company
Massachusetts
$244K +$1.37K +11 +0.6%
12 13
14
15 16