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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

450 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
5.99%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.47%
New
74
Increased
170
Reduced
114
Closed
29
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$45.9M
2
Ameriprise
Ameriprise
Minnesota
+$41.2M
3
DWM
Dechtman Wealth Management
Colorado
+$20.7M
4
Bank of America
Bank of America
North Carolina
+$15.3M
5
WA
Waverly Advisors
Alabama
+$13M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$247M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.9M
4
EPP
ETF Portfolio Partners
Kansas
-$12.6M
5
SG Americas Securities
SG Americas Securities
New York
-$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLA
401
Tanglewood Legacy Advisors
Texas
$54.1K +$54.1K +433 New
AWM
402
Angeles Wealth Management
California
$44.3K – – –
S
403
SignatureFD
Georgia
$42.6K – – –
TWC
404
TD Waterhouse Canada
Ontario, Canada
$42.2K +$25K +200 +145%
CAS
405
Coppell Advisory Solutions
Texas
$41K +$31.1K +250 +316%
AF
406
Advisornet Financial
Minnesota
$38.6K +$250 +2 +0.7%
A
407
Allianz
Germany
$38.5K – – –
CAM
408
Clarity Asset Management
Iowa
$37.9K -$8.48K -68 -18%
HGERS
409
Householder Group Estate & Retirement Specialist
Arizona
$36K -$26.3K -212 -42%
Franklin Resources
410
Franklin Resources
California
$33.9K – – –
FLP
411
Financial Life Planners
Arizona
$33.6K +$33.6K +269 New
AG
412
AmeriFlex Group
Nevada
$28.6K +$28.6K +219 New
CTC
413
Central Trust Company
Missouri
$27.9K -$10.9K -87 -28%
PTC
414
Private Trust Company
Ohio
$26.2K – – –
BWL
415
Bogart Wealth LLC
Virginia
$25.2K – – –
FA
416
Financial Avengers
California
$25.1K – – –
TSMHT
417
Thurston Springer Miller Herd & Titak
Indiana
$20.6K – – –
SIS
418
Sound Income Strategies
Florida
$20.4K +$20.4K +163 New
ATC
419
Adirondack Trust Company
New York
$20K +$20K +160 New
PSFG
420
Park Square Financial Group
Georgia
$18.7K +$18.7K +150 New
AIM
421
Anchor Investment Management
South Carolina
$18.5K – – –
SWA
422
SOA Wealth Advisors
New York
$17.6K – – –
TAM
423
Tucker Asset Management
Colorado
$17.4K +$125 +1 +0.7%
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K – – –
GA
425
GoalVest Advisory
New York
$16.5K +$16.5K +132 New
15 16
17
18 19