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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.

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
1
AssetMark Inc
California
$1.79B
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
DWM
3
Dechtman Wealth Management
Colorado
$27.1M
4
Bank of America
4
Bank of America
North Carolina
$483M
5
WA
5
Waverly Advisors
Alabama
$13.6M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$175M
4
EPP
4
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
26
Strategic Investment Advisors
Michigan
$33.2M 265,399 +10,907 +4%
EPP
27
ETF Portfolio Partners
Kansas
$31.9M 255,168 -100,638 -28%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$29M 234,716 +5,664 +2%
BIA
29
BHK Investment Advisors
Alabama
$28.5M 228,276 +840 +0.4%
BPA
30
Beacon Pointe Advisors
California
$27.4M 219,019 -8,953 -4%
DWM
31
Dechtman Wealth Management
Colorado
$27.1M 217,034 +166,103 +326%
SAM
32
Smartleaf Asset Management
Massachusetts
$25.9M 207,693 +146 +0.1%
CA
33
Capital Advantage
California
$24.9M 199,356 +2,077 +1%
ZC
34
Zeit Capital
Colorado
$24.3M 184,846 -26,930 -13%
BPAMU
35
BTG Pactual Asset Management US
New York
$24.2M 185,087 -9,964 -5%
AAS
36
Avantax Advisory Services
Texas
$23.1M 185,204 -18,480 -9%
BEC
37
Blue Edge Capital
Virginia
$21.3M 170,233 +20,877 +14%
SC
38
Savant Capital
Illinois
$21.3M 170,231 -7,300 -4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$21.1M 168,761 +5,316 +3%
MFG
40
Marmo Financial Group
Tennessee
$19.9M 159,245 -1,808 -1%
HI
41
Harbour Investments
Wisconsin
$19.8M 158,740 -1,512 -0.9%
ONB
42
Old National Bancorp
Indiana
$18.5M 147,862 -17,592 -11%
LIM
43
Leavell Investment Management
Alabama
$18.4M 147,063 +11,358 +8%
SCM
44
Sheridan Capital Management
California
$18.2M 145,470 +1,192 +0.8%
AWM
45
Avior Wealth Management
Nebraska
$15.7M 125,518 -246 -0.2%
CAM
46
Cresset Asset Management
Illinois
$15.6M 124,617 -27 -0%
MWA
47
MFA Wealth Advisors
Pennsylvania
$15.4M 123,446 +19,490 +19%
AWS
48
Atria Wealth Solutions
New York
$14.9M 119,142 +17,211 +17%
VBWMG
49
Von Berge Wealth Management Group
California
$14.3M 108,572 +3,491 +3%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$13.7M 109,656 -5,192 -5%
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