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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

420 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 11 closing their positions.

Holders
420
Holders Change
+35
Holders Change %
+9.09%
% of All Funds
6.08%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
53
Increased
167
Reduced
119
Closed
11
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.79B
2
Ameriprise
2
Ameriprise
Minnesota
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$361M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$25.6M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$25M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$250K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$59.5M
3
LPL Financial
3
LPL Financial
California
$115M
4
SVCP
4
Silicon Valley Capital Partners
California
$4.97M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$35.8M 278,750 +19,838 +8%
SIA
27
Strategic Investment Advisors
Michigan
$32.6M 254,492 +11,763 +5%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$29.9M 229,052 -13,555 -6%
BPA
29
Beacon Pointe Advisors
California
$29.2M 227,972 -14,990 -6%
BIA
30
BHK Investment Advisors
Alabama
$29.2M 227,436 -2,057 -0.9%
ZC
31
Zeit Capital
Colorado
$27.2M 211,776 -2,507 -1%
SAM
32
Smartleaf Asset Management
Massachusetts
$26.5M 207,547 +1,288 +0.6%
AAS
33
Avantax Advisory Services
Texas
$26.1M 203,684 -4,405 -2%
RWA
34
Redhawk Wealth Advisors
Minnesota
$25.6M 199,206 +199,206 New
CA
35
Capital Advantage
California
$25.3M 197,279 -1,566 -0.8%
BPAMU
36
BTG Pactual Asset Management US
New York
$25M 195,051 +195,051 New
SC
37
Savant Capital
Illinois
$22.8M 177,531 +56,245 +46%
ONB
38
Old National Bancorp
Indiana
$21.2M 165,454 -7,421 -4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$21M 163,445 +1,637 +1%
MFG
40
Marmo Financial Group
Tennessee
$20.7M 161,053 +77,368 +92%
HI
41
Harbour Investments
Wisconsin
$20.6M 160,252 +10,468 +7%
BEC
42
Blue Edge Capital
Virginia
$19.2M 149,356 +16,019 +12%
SCM
43
Sheridan Capital Management
California
$18.5M 144,278 -254 -0.2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$18.2M 141,691 +11,567 +9%
LIM
45
Leavell Investment Management
Alabama
$17.4M 135,705 +5,689 +4%
BWM
46
Brophy Wealth Management
New Hampshire
$16.7M 130,530 +130,530 New
AWM
47
Avior Wealth Management
Nebraska
$16.1M 125,764 +29,501 +31%
CAM
48
Cresset Asset Management
Illinois
$16M 124,644 +449 +0.4%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$14.7M 114,848 -23,556 -17%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$14.1M 110,185 -25,234 -19%
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