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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
–
Net Calls
+$6.61M
Net Calls Change
+$1.31M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.54B
2
EPP
2
ETF Portfolio Partners
Kansas
$38.6M
3
MFG
3
Merit Financial Group
Georgia
$57.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$60.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.5M
3
BWP
3
BSW Wealth Partners
Colorado
$18.1M
4
CFD
4
Creative Financial Designs
Indiana
$3.91M
5
SW
5
SteelPeak Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
9WM
51
9258 Wealth Management
Ohio
$12.3M 103,089 +2,319 +2%
BEC
52
Blue Edge Capital
Virginia
$11.7M 98,198 +1,871 +2%
PAG
53
Private Advisor Group
New Jersey
$11.2M 94,013 +2,859 +3%
EWM
54
Empirical Wealth Management
Washington
$10.9M 90,991 +11,073 +14%
SG Americas Securities
55
SG Americas Securities
New York
$10.5M 87,590 – –
SCM
56
SOL Capital Management
Maryland
$10.4M 86,931 +5,090 +6%
DADC
57
D.A. Davidson & Co
Montana
$10.4M 86,742 +13,047 +18%
CP
58
Capital Planning
Washington
$10.4M 86,739 +2,597 +3%
MFG
59
Marmo Financial Group
Tennessee
$10.2M 85,254 +4,023 +5%
SI
60
Stephens Inc
Arkansas
$9.95M 83,295 +3,868 +5%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$9.9M 82,862 -1,736 -2%
TA
62
TFB Advisors
Kansas
$9.83M 85,760 +6,756 +9%
AWM
63
Avior Wealth Management
Nebraska
$9.52M 79,677 -1,809 -2%
AWA
64
ARQ Wealth Advisors
Arizona
$9.19M 76,898 +12,545 +19%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$9.05M 75,686 +58,314 +336%
CCA
66
Checchi Capital Advisers
California
$8.52M 71,325 -3,766 -5%
HWM
67
HB Wealth Management
Georgia
$8.37M 69,999 +395 +0.6%
JJBC
68
James J. Burns & Company
New York
$8.14M 68,777 -15,287 -18%
SAMT
69
Select Asset Management & Trust
Pennsylvania
$7.74M 64,762 +5,646 +10%
WWP
70
Walden Wealth Partners
Ohio
$7.62M 65,163 +3,621 +6%
Goldman Sachs
71
Goldman Sachs
New York
$7.28M 60,912 +3,504 +6%
TCBWMS
72
Texas Capital Bank Wealth Management Services
Texas
$7.16M 59,919 -114 -0.2%
PFM
73
Phillips Financial Management
Indiana
$7.14M 59,762 -180 -0.3%
PD
74
Planning Directions
Pennsylvania
$6.88M 57,559 -3,817 -6%
C
75
CEDRUS
Colorado
$6.72M 56,199 +4,956 +10%
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3
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