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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 %
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$154K – – –
ABWM
352
Alpine Bank Wealth Management
Colorado
$154K +$154K +1,200 New
AWM
353
Aspire Wealth Management
Massachusetts
$151K – – –
BTI
354
Blue Trust Inc
Georgia
$124K – – –
MCM
355
MV Capital Management
Maryland
$119K – – –
LIS
356
Legacy Investment Solutions
Idaho
$108K +$108K +827 New
LWMI
357
Legacy Wealth Management (Idaho)
Idaho
$108K +$108K +827 New
FGC
358
Financial Gravity Companies
Texas
$108K +$108K +843 New
CAL
359
Capital Analysts LLC
Pennsylvania
$106K – – –
FPFS
360
First Personal Financial Services
North Carolina
$104K – – –
GWM
361
Geneos Wealth Management
Colorado
$102K +$64.5K +503 +174%
GWSG
362
GPS Wealth Strategies Group
Colorado
$93.7K +$38K +296 +68%
FCAS
363
First Command Advisory Services
Texas
$90.6K – – –
JIP
364
Jaffetilchin Investment Partners
Florida
$89.2K +$89.2K +695 New
PCMC
365
Planning Capital Management Corporation
Pennsylvania
$85.4K +$85.4K +666 New
SC
366
SouthState Corp
Florida
$80.8K – – –
WCAMG
367
Woodard & Company Asset Management Group
North Carolina
$80.7K – – –
FHA
368
First Horizon Advisors
Tennessee
$73.5K -$3.85K -30 -5%
CFGS
369
Concourse Financial Group Securities
Alabama
$73.1K +$28.9K +225 +65%
APC
370
Aspire Private Capital
North Carolina
$65.4K – – –
HGERS
371
Householder Group Estate & Retirement Specialist
Arizona
$64K -$36K -282 -36%
BCWM
372
Bartlett & Co Wealth Management
Ohio
$61.1K – – –
WAM
373
WFA Asset Management
Wisconsin
$60.8K +$29.4K +229 +93%
BFS
374
Bare Financial Services
Pennsylvania
$60.3K – – –
NFA
375
Northwest Financial Advisors
Virginia
$54.1K +$54.1K +422 New
13 14
15
16 17