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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
$1.79B
2
Ameriprise
Ameriprise
Minnesota
$213M
3
DWM
Dechtman Wealth Management
Colorado
$27.1M
4
Bank of America
Bank of America
North Carolina
$483M
5
WA
Waverly Advisors
Alabama
$13.6M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
RWA
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
4
EPP
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
426
Rothschild Investment LLC
Illinois
$16K – – –
NB
427
NBT Bank
New York
$13.1K – – –
FFA
428
Founders Financial Alliance
North Carolina
$13.1K – – –
BCMLT
429
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K +$124 +1 +1%
CSB
430
City State Bank
Iowa
$12.5K – – –
TFGT
431
TS Financial Group (TSFG)
Illinois
$12K – – –
KWAG
432
Kiely Wealth Advisory Group
North Carolina
$11.5K – – –
MCM
433
Mainstream Capital Management
California
$11.2K +$11.2K +90 New
VWM
434
Valley Wealth Managers
New Jersey
$10.9K – – –
OP
435
ORG Partners
Indiana
$10.1K +$10.1K +81 New
IA
436
IFG Advisory
Georgia
$10K +$10K +10,000 New
FCT
437
First Community Trust
Iowa
$9.99K – – –
Q1WB
438
Quest 10 Wealth Builders
Virginia
$9.62K +$9.62K +77 New
BF
439
BOK Financial
Oklahoma
$6.8K -$865 -7 -11%
SAM
440
Synergy Asset Management
Washington
$6.8K +$6.8K +53 New
KFI
441
Key Financial Inc
Pennsylvania
$5.62K – – –
GM
442
GeoWealth Management
Illinois
$2.37K – – –
EB
443
Eastern Bank
Massachusetts
$2.12K – – –
CPBTD
444
Central Pacific Bank - Trust Division
Hawaii
$2.12K +$2.12K +17 New
WBC
445
West Branch Capital
Massachusetts
$2K +$2K +16 New
GFPC
446
Global Financial Private Client
Florida
$1.75K – – –
PCFFS
447
Pacific Center for Financial Services
California
$1.5K +$1.5K +12 New
BA
448
Bellwether Advisors
Nebraska
$1.5K +$1.5K +12 New
TCM
449
TruNorth Capital Management
Michigan
$999 – – –
FIM
450
FWL Investment Management
Texas
$250 – – –
16 17
18
19 20