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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
–
Net Calls
+$5.3M
Net Calls Change
+$3.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$539M
2
AssetMark Inc
AssetMark Inc
California
$1.33B
3
Ameriprise
Ameriprise
Minnesota
$114M
4
HI
Harbour Investments
Wisconsin
$16.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
PA
Procyon Advisors
Connecticut
$2.64M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
$117K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$49.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
351
Glen Eagle Advisors
New Jersey
$10.5K -$15.4K -141 -59%
FFA
352
Farther Finance Advisors
California
$10.2K +$6.26K +57 +158%
BCMLT
353
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.1K – – –
KWAG
354
Kiely Wealth Advisory Group
North Carolina
$9.79K +$9.79K +88 New
VWM
355
Valley Wealth Managers
New Jersey
$9.52K – – –
QCG
356
Quadrant Capital Group
Ohio
$9.41K -$16.7K -153 -64%
DSC
357
Duncker Streett & Co
Missouri
$7.22K -$12.5K -114 -63%
RG
358
Retirement Group
California
$7.11K – – –
TVAMP
359
Tennessee Valley Asset Management Partners
Tennessee
$6.64K +$6.64K +61 New
AIMA
360
Ables Iannone Moore & Associates
Georgia
$6.13K +$6.13K +56 New
KFI
361
Key Financial Inc
Pennsylvania
$4.92K -$103K -942 -95%
AWM
362
Able Wealth Management
New Jersey
$4.16K +$4.16K +38 New
JWA
363
JFS Wealth Advisors
Pennsylvania
$2.74K – – –
FWM
364
Focused Wealth Management
New York
$1.8K -$338 -3 -16%
GFPC
365
Global Financial Private Client
Florida
$1.53K – – –
AGWCA
366
Annis Gardner Whiting Capital Advisors
Florida
$1.29K +$1.29K +12 New
FIM
367
FWL Investment Management
Texas
$219 – – –
NYLIM
368
New York Life Investment Management
New York
– -$4.47M -44,055 Closed
WB
369
WesBanco Bank
West Virginia
– -$4.4M -43,346 Closed
GM
370
GeoWealth Management
Illinois
– -$1.26M -12,443 Closed
CW
371
Channel Wealth
California
– -$928K -9,149 Closed
WAM
372
Worth Asset Management
Texas
– -$448K -4,422 Closed
APCM
373
Alaska Permanent Capital Management
Alaska
– -$411K -4,057 Closed
FFS
374
Founders Financial Securities
Maryland
– -$393K -3,875 Closed
AFG
375
AFS Financial Group
Maryland
– -$274K -2,704 Closed
12 13 14
15
16