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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
–
Net Calls
+$5.3M
Net Calls Change
+$3.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$539M
2
AssetMark Inc
2
AssetMark Inc
California
$1.33B
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
HI
4
Harbour Investments
Wisconsin
$16.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$19.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$183M
2
PA
2
Procyon Advisors
Connecticut
$2.64M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$117K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$49.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$27.6M 252,040 -25,033 -9%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$26.8M 245,459 +14,659 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$26.3M 240,166 +4,006 +2%
Stifel Financial
29
Stifel Financial
Missouri
$24.6M 224,713 +17,721 +9%
SIA
30
Strategic Investment Advisors
Michigan
$24.6M 224,689 +3,307 +1%
ZC
31
Zeit Capital
Colorado
$23.6M 215,753 -2,965 -1%
ONB
32
Old National Bancorp
Indiana
$23.2M 211,720 -4,062 -2%
SAM
33
Smartleaf Asset Management
Massachusetts
$22.6M 202,390 +202,390 New
AAS
34
Avantax Advisory Services
Texas
$22.5M 205,343 -2,635 -1%
BIA
35
BHK Investment Advisors
Alabama
$20.3M 185,673 -48,400 -21%
SC
36
Savant Capital
Illinois
$20.2M 184,316 -4,613 -2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$19.8M 180,919 +88,868 +97%
CA
38
Capital Advantage
California
$18M 165,006 -2,010 -1%
HI
39
Harbour Investments
Wisconsin
$16.9M 154,810 +152,282 +6,024%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$16.8M 153,490 +10,021 +7%
SVCP
41
Silicon Valley Capital Partners
California
$16.5M 150,776 -4,284 -3%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$16.2M 147,799 -12,005 -8%
SCM
43
Sheridan Capital Management
California
$15.5M 141,926 +141,926 New
CFD
44
Creative Financial Designs
Indiana
$14.8M 135,497 +11,430 +9%
CAM
45
Cresset Asset Management
Illinois
$13.6M 124,334 +17 +0%
LIM
46
Leavell Investment Management
Alabama
$13.2M 120,550 +3,893 +3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$12.7M 116,102 +23,269 +25%
EPP
48
ETF Portfolio Partners
Kansas
$11.9M 109,050 -9 -0%
Creative Planning
49
Creative Planning
Kansas
$11.9M 108,566 +51,789 +91%
US Bancorp
50
US Bancorp
Minnesota
$11.5M 104,759 +6,401 +7%
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