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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

385 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 19 closing their positions.

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
28
Increased
140
Reduced
116
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.59B
2
LPL Financial
2
LPL Financial
California
$119M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
QFA
4
Quattro Financial Advisors
Texas
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$304M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$444M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$182M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$148M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$47M
5
BWP
5
BSW Wealth Partners
Colorado
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$29.5M 249,056 +19,366 +8%
BPA
27
Beacon Pointe Advisors
California
$28.8M 242,962 -4,981 -2%
SIA
28
Strategic Investment Advisors
Michigan
$28.8M 242,729 +8,387 +4%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$28.7M 242,607 -14,184 -6%
BIA
30
BHK Investment Advisors
Alabama
$27.2M 229,493 -8,968 -4%
GA
31
Greytown Advisors
Florida
$27.1M 227,219 -6,269 -3%
ZC
32
Zeit Capital
Colorado
$25.4M 214,283 -2,029 -0.9%
AAS
33
Avantax Advisory Services
Texas
$24.7M 208,089 +10,983 +6%
SAM
34
Smartleaf Asset Management
Massachusetts
$24.4M 206,259 -442 -0.2%
CA
35
Capital Advantage
California
$23.6M 198,845 +20,936 +12%
ONB
36
Old National Bancorp
Indiana
$20.5M 172,875 -21,693 -11%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$19.2M 161,808 +1,283 +0.8%
HI
38
Harbour Investments
Wisconsin
$17.7M 149,784 +20 +0%
SCM
39
Sheridan Capital Management
California
$17.1M 144,532 -2,263 -2%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$16.4M 138,404 -4,216 -3%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$16M 135,419 -18,642 -12%
BEC
42
Blue Edge Capital
Virginia
$15.8M 133,337 +35,139 +36%
LIM
43
Leavell Investment Management
Alabama
$15.5M 130,016 +6,279 +5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$15.4M 130,124 +7,580 +6%
CAM
45
Cresset Asset Management
Illinois
$14.8M 124,195 -600 -0.5%
SVCP
46
Silicon Valley Capital Partners
California
$14.5M 122,465 -1,267 -1%
SC
47
Savant Capital
Illinois
$14.4M 121,286 -60,760 -33%
Goldman Sachs
48
Goldman Sachs
New York
$13.7M 115,231 +54,319 +89%
Creative Planning
49
Creative Planning
Kansas
$12.5M 105,393 -507 -0.5%
VBWMG
50
Von Berge Wealth Management Group
California
$12.4M 104,979 +534 +0.5%
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