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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
SAM
3
Smartleaf Asset Management
Massachusetts
$22.6M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
HI
5
Harbour Investments
Wisconsin
$16.9M

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 %
9WM
51
9258 Wealth Management
Ohio
$11M 100,770 +6,552 +7%
BEC
52
Blue Edge Capital
Virginia
$10.5M 96,327 +1,340 +1%
PAG
53
Private Advisor Group
New Jersey
$9.97M 91,154 +797 +0.9%
SG Americas Securities
54
SG Americas Securities
New York
$9.58M 87,590 +87,590 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$9.25M 84,598 +23,961 +40%
CP
56
Capital Planning
Washington
$9.2M 84,142 +9,421 +13%
JJBC
57
James J. Burns & Company
New York
$9.2M 84,064 -1,160 -1%
VBWMG
58
Von Berge Wealth Management Group
California
$9.04M 82,478 +6,919 +9%
SCM
59
SOL Capital Management
Maryland
$8.95M 81,841 -3,185 -4%
AWM
60
Avior Wealth Management
Nebraska
$8.91M 81,486 -6,469 -7%
MFG
61
Marmo Financial Group
Tennessee
$8.88M 81,231 -1,490 -2%
EWM
62
Empirical Wealth Management
Washington
$8.74M 79,918 +9,571 +14%
SI
63
Stephens Inc
Arkansas
$8.69M 79,427 +2,077 +3%
TA
64
TFB Advisors
Kansas
$8.64M 79,004 +79,004 New
CCA
65
Checchi Capital Advisers
California
$8.21M 75,091 +18,049 +32%
DADC
66
D.A. Davidson & Co
Montana
$8.06M 73,695 +6,695 +10%
HWM
67
HB Wealth Management
Georgia
$7.61M 69,604 +3,463 +5%
PPWM
68
PFG Private Wealth Management
Florida
$7.42M 67,837 +67,777 +112,962%
WP
69
WealthShield Partners
North Carolina
$7.22M 66,058 -2,140 -3%
AWA
70
ARQ Wealth Advisors
Arizona
$7.04M 64,353 +64,353 New
SW
71
SteelPeak Wealth
California
$6.83M 62,404 +62,404 New
WWP
72
Walden Wealth Partners
Ohio
$6.73M 61,542 +61,542 New
PD
73
Planning Directions
Pennsylvania
$6.71M 61,376 -3,613 -6%
TCBWMS
74
Texas Capital Bank Wealth Management Services
Texas
$6.57M 60,033 -4,555 -7%
PFM
75
Phillips Financial Management
Indiana
$6.56M 59,942 -377 -0.6%
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