We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

452 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 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
326
Rodgers & Associates
Pennsylvania
$293K +$43.2K +335 +17%
FFA
327
Farther Finance Advisors
California
$286K -$7.36K -57 -2%
PS
328
Principal Securities
Iowa
$284K +$41.4K +321 +16%
PL
329
Plancorp LLC
Missouri
$281K
ANTB
330
AMG National Trust Bank
Colorado
$279K -$5.16K -40 -2%
CAM
331
Concorde Asset Management
Michigan
$272K +$1.55K +12 +0.6%
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$272K -$1.29K -10 -0.5%
LCM
333
Lazari Capital Management
California
$271K -$387K -3,000 -58%
LI
334
LRI Investments
Florida
$269K
CL
335
CVFG LLC
Indiana
$269K +$277K +2,150 New
PCA
336
Prosperity Capital Advisors
Ohio
$264K +$5.42K +42 +2%
PCWA
337
Pacific Capital Wealth Advisors
California
$262K
Bank of New York Mellon
338
Bank of New York Mellon
New York
$261K
SFC
339
Strategic Financial Concepts
Texas
$260K +$17K +132 +7%
SIC
340
Sterling Investment Counsel
New York
$258K -$6.71K -52 -2%
ACA
341
Aptus Capital Advisors
Alabama
$258K -$17.2K -133 -6%
PAS
342
Park Avenue Securities
New York
$257K +$30.5K +236 +13%
TPA
343
Trivium Point Advisory
Connecticut
$256K -$61K -473 -19%
PWM
344
Prosperity Wealth Management
California
$254K +$2.19K +17 +0.8%
VPIM
345
Vanguard Personalized Indexing Management
California
$250K -$10.2K -79 -4%
PFS
346
Prospect Financial Services
New York
$250K +$258K +2,002 New
RW
347
RVW Wealth
California
$250K
TW
348
TritonPoint Wealth
Maryland
$250K
SPIA
349
Steward Partners Investment Advisory
New York
$247K
SFGP
350
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$247K +$255K +1,978 New