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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 %
GEA
451
Glen Eagle Advisors
New Jersey
$87 -$8.27K -95 -99%
LNC
452
Lincoln National Corp
Pennsylvania
– -$247M -1,928,581 Closed
SG Americas Securities
453
SG Americas Securities
New York
– -$7.87M -61,312 Closed
IAIM
454
International Assets Investment Management
Florida
– -$254 -32,626 Closed
CSPIA
455
Cary Street Partners Investment Advisory
Virginia
– -$2.94M -22,900 Closed
Prudential Financial
456
Prudential Financial
New Jersey
– -$2.18M -16,985 Closed
UAG
457
United Advisor Group
Ohio
– -$1.53M -11,961 Closed
ACM
458
AlphaStar Capital Management
North Carolina
– -$1.41M -10,994 Closed
STA
459
Summit Trail Advisors
New York
– -$1.13M -8,820 Closed
TCWA
460
Turtle Creek Wealth Advisors
Texas
– -$523K -4,074 Closed
MSFS
461
Main Street Financial Solutions
Pennsylvania
– -$480K -3,740 Closed
CB
462
Cadence Bank
Mississippi
– -$333K -2,595 Closed
MFA
463
McClarren Financial Advisors
Pennsylvania
– -$250 -2,159 Closed
OIA
464
OneDigital Investment Advisors
Kansas
– -$269K -2,101 Closed
UF
465
Univest Financial
Pennsylvania
– -$256K -1,994 Closed
4WM
466
49 Wealth Management
Texas
– -$211K -1,642 Closed
SIG
467
Stonegate Investment Group
Alabama
– -$205K -1,597 Closed
LA
468
Lane & Associates
New Jersey
– -$204K -1,587 Closed
BIM
469
Bullseye Investment Management
Ohio
– -$207K -1,570 Closed
BTI
470
Blue Trust Inc
Georgia
– -$124K -1,048 Closed
JIP
471
Jaffetilchin Investment Partners
Florida
– -$89.2K -695 Closed
APC
472
Aspire Private Capital
North Carolina
– -$65.4K -510 Closed
NFA
473
Northwest Financial Advisors
Virginia
– -$54.1K -422 Closed
RWA
474
Redmont Wealth Advisors
Illinois
– -$38.1K -297 Closed
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
– -$36.2K -282 Closed
16 17 18
19
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