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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 %
VWM
376
Valley Wealth Managers
New Jersey
$10.3K – – –
QCG
377
Quadrant Capital Group
Ohio
$10.2K – – –
CAS
378
Coppell Advisory Solutions
Texas
$9.36K +$9.36K +79 New
BF
379
BOK Financial
Oklahoma
$8.3K -$1.19K -10 -13%
DSC
380
Duncker Streett & Co
Missouri
$7.82K – – –
KFI
381
Key Financial Inc
Pennsylvania
$5.33K – – –
RFA
382
Register Financial Advisors
Georgia
$4.5K +$4.5K +38 New
JWA
383
JFS Wealth Advisors
Pennsylvania
$2.96K – – –
GFPC
384
Global Financial Private Client
Florida
$1.66K – – –
TCM
385
TruNorth Capital Management
Michigan
$948 – – –
FIM
386
FWL Investment Management
Texas
$237 – – –
ITB
387
Idaho Trust Bank
Idaho
– -$3.08M -25,775 Closed
DWM
388
Dechtman Wealth Management
Colorado
– -$2.49M -20,856 Closed
UAG
389
United Advisor Group
Ohio
– -$872K -7,295 Closed
TRCT
390
Tower Research Capital (TRC)
New York
– -$857K -7,171 Closed
FTUS
391
Flow Traders U.S.
New York
– -$745K -6,234 Closed
CA
392
CoreCap Advisors
Michigan
– -$734K -6,145 Closed
PCIA
393
Prime Capital Investment Advisors
Kansas
– -$676K -5,660 Closed
KFGK
394
Keystone Financial Group (Kentucky)
Kentucky
– -$568K -4,749 Closed
C
395
Certuity
Florida
– -$367K -3,073 Closed
YIH
396
Y-Intercept (HK)
Hong Kong
– -$209K -1,745 Closed
4WM
397
49 Wealth Management
Texas
– -$201K -1,687 Closed
CCM
398
Chilton Capital Management
Texas
– -$28.9K -242 Closed
GWSA
399
Global Wealth Strategies & Associates
Colorado
– -$23.4K -196 Closed
BNP Paribas Financial Markets
400
BNP Paribas Financial Markets
France
– -$12K -100 Closed
13 14 15
16
17