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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 %
CSB
401
City State Bank
Iowa
$12.8K – – –
BCMLT
402
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.8K – – –
GEA
403
Glen Eagle Advisors
New Jersey
$12.3K – – –
KWAG
404
Kiely Wealth Advisory Group
North Carolina
$11.5K – – –
VWM
405
Valley Wealth Managers
New Jersey
$11.2K – – –
FCT
406
First Community Trust
Iowa
$10.3K -$5.13K -40 -33%
CAS
407
Coppell Advisory Solutions
Texas
$10.1K – – –
DSC
408
Duncker Streett & Co
Missouri
$8.47K – – –
BF
409
BOK Financial
Oklahoma
$7.9K -$1.02K -8 -11%
KFI
410
Key Financial Inc
Pennsylvania
$5.77K – – –
JFA
411
JNBA Financial Advisors
Minnesota
$5.26K +$5.26K +41 New
FCM
412
Fourpath Capital Management
Oklahoma
$3.98K +$3.98K +31 New
GM
413
GeoWealth Management
Illinois
$2.44K +$2.44K +19 New
EB
414
Eastern Bank
Massachusetts
$2.18K +$2.18K +17 New
GFPC
415
Global Financial Private Client
Florida
$1.8K – – –
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$1.8K +$1.8K +14 New
TCM
417
TruNorth Capital Management
Michigan
$1.03K – – –
BNP Paribas Financial Markets
418
BNP Paribas Financial Markets
France
$513 +$513 +4 New
FIM
419
FWL Investment Management
Texas
$257 – – –
IAIM
420
International Assets Investment Management
Florida
$254 +$252 +32,372 +12,745%
MFA
421
McClarren Financial Advisors
Pennsylvania
$250 +$140 +1,211 +128%
Focus Partners Wealth
422
Focus Partners Wealth
Massachusetts
– -$1.91M -15,940 Closed
BMCM
423
Burns Matteson Capital Management
New York
– -$11.2K -11,192 Closed
TC
424
TownSquare Capital
Utah
– -$588K -4,959 Closed
Fisher Asset Management
425
Fisher Asset Management
Washington
– -$411K -3,472 Closed
14 15 16
17
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