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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 %
RWA
351
Redmont Wealth Advisors
Illinois
$35.2K +$35.2K +297 New
TSMHT
352
Thurston Springer Miller Herd & Titak
Indiana
$34.4K +$34.4K +290 New
GWM
353
Geneos Wealth Management
Colorado
$34.2K – – –
Franklin Resources
354
Franklin Resources
California
$32.1K – – –
IAIM
355
International Assets Investment Management
Florida
$30.1K +$30.1K +254 New
WAM
356
WFA Asset Management
Wisconsin
$29K +$29K +245 New
PTC
357
Private Trust Company
Ohio
$24.9K – – –
ATPW
358
Ashton Thomas Private Wealth
Arizona
$24.2K +$24.2K +204 New
AIM
359
Anchor Investment Management
South Carolina
$23.9K +$23.9K +202 New
BWL
360
Bogart Wealth LLC
Virginia
$23.9K – – –
VF
361
VitalStone Financial
Texas
$20.1K – – –
SFC
362
Strategic Financial Concepts
Texas
$16.9K +$16.7K +238,056 +11,467%
SWA
363
SOA Wealth Advisors
New York
$16.7K – – –
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.6K – – –
RIL
365
Rothschild Investment LLC
Illinois
$15.2K – – –
FCT
366
First Community Trust
Iowa
$14.2K – – –
NB
367
NBT Bank
New York
$12.4K – – –
FFA
368
Founders Financial Alliance
North Carolina
$12.4K – – –
TFGT
369
TS Financial Group (TSFG)
Illinois
$12K – – –
CSB
370
City State Bank
Iowa
$11.9K – – –
BCMLT
371
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K – – –
GEA
372
Glen Eagle Advisors
New Jersey
$11.3K – – –
BMCM
373
Burns Matteson Capital Management
New York
$11.2K -$105 -105 -0.9%
FFA
374
Farther Finance Advisors
California
$11.1K – – –
KWAG
375
Kiely Wealth Advisory Group
North Carolina
$10.6K – – –
13 14
15
16 17