MGV icon

Vanguard Mega Cap Value ETF

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Market Value Shares Shares
Change
Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$8.92M 87,955 -1,973 -2%
JJBC
52
James J. Burns & Company
New York
$8.64M 85,224 -463 -0.5%
SCM
53
SOL Capital Management
Maryland
$8.62M 85,026 -11,135 -12%
MFG
54
Marmo Financial Group
Tennessee
$8.39M 82,721 -254 -0.3%
Goldman Sachs
55
Goldman Sachs
New York
$8.15M 80,423 +15,515 +24%
SI
56
Stephens Inc
Arkansas
$7.84M 77,350 -2,949 -4%
AI
57
Atria Investments
North Carolina
$7.73M 76,192 +855 +1%
VBWMG
58
Von Berge Wealth Management Group
California
$7.66M 75,559 +7,046 +10%
CP
59
Capital Planning
Washington
$7.58M 74,721 +1,686 +2%
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$7.53M 74,235 -55,105 -43%
EWM
61
Empirical Wealth Management
Washington
$7.13M 70,347 +13,632 +24%
WP
62
WealthShield Partners
North Carolina
$6.92M 68,198 +6,050 +10%
DADC
63
D.A. Davidson & Co
Montana
$6.79M 67,000 +3,269 +5%
HWM
64
HB Wealth Management
Georgia
$6.71M 66,141 -637 -1%
PD
65
Planning Directions
Pennsylvania
$6.59M 64,989 -2,179 -3%
TCBWMS
66
Texas Capital Bank Wealth Management Services
Texas
$6.55M 64,588 -329 -0.5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$6.15M 60,637 -97 -0.2%
PFM
68
Phillips Financial Management
Indiana
$6.12M 60,319 +47 +0.1%
Wealthfront Advisers
69
Wealthfront Advisers
California
$5.95M 58,717 +1,406 +2%
CCA
70
Checchi Capital Advisers
California
$5.78M 57,042 -4,481 -7%
Creative Planning
71
Creative Planning
Kansas
$5.76M 56,777 +35,256 +164%
SAMT
72
Select Asset Management & Trust
Pennsylvania
$5.59M 55,087 +3,267 +6%
RPSA
73
Richard P. Slaughter Associates
Texas
$5.18M 51,089 -3,085 -6%
Comerica Bank
74
Comerica Bank
Texas
$5.09M 50,183 +50,183 New
CFAM
75
Center For Asset Management
Florida
$5.06M 49,872 -6,465 -11%