We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

385 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 381385 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.56%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$12.3M -$104K -883 -0.8%
CP
52
Capital Planning
Washington
$12.2M +$1.83M +15,608 +18%
9WM
53
9258 Wealth Management
Ohio
$11.8M -$416K -3,535 -3%
PAG
54
Private Advisor Group
New Jersey
$11.6M +$479K +4,071 +4%
EWM
55
Empirical Wealth Management
Washington
$11.4M +$629K +5,348 +6%
AWM
56
Avior Wealth Management
Nebraska
$11.4M +$1.95M +16,586 +21%
DADC
57
D.A. Davidson & Co
Montana
$10.9M +$575K +4,888 +6%
SCM
58
SOL Capital Management
Maryland
$10.7M +$371K +3,155 +4%
QFA
59
Quattro Financial Advisors
Texas
$10.6M +$10.5M +89,677 New
SG Americas Securities
60
SG Americas Securities
New York
$10.4M
TA
61
TFB Advisors
Kansas
$10.3M +$171K +1,452 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$10.1M +$327K +2,778 +3%
MFG
63
Marmo Financial Group
Tennessee
$9.92M -$184K -1,569 -2%
JJBC
64
James J. Burns & Company
New York
$9.85M +$1.68M +14,330 +21%
BWP
65
BSW Wealth Partners
Colorado
$9.69M -$8.18M -69,557 -46%
SI
66
Stephens Inc
Arkansas
$9.52M -$345K -2,935 -4%
AWA
67
ARQ Wealth Advisors
Arizona
$9.46M +$324K +2,757 +4%
SAMT
68
Select Asset Management & Trust
Pennsylvania
$9.45M +$1.76M +14,985 +23%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$9.32M +$348K +2,957 +4%
HWM
70
HB Wealth Management
Georgia
$8.54M +$243K +2,065 +3%
SA
71
Sanctuary Advisors
Indiana
$8.43M +$8.54M +72,641 New
WWP
72
Walden Wealth Partners
Ohio
$7.88M +$155K +1,318 +2%
Wealthfront Advisers
73
Wealthfront Advisers
California
$7.26M +$1.01M +8,561 +16%
C
74
CEDRUS
Colorado
$6.97M +$312K +2,652 +5%
PFM
75
Phillips Financial Management
Indiana
$6.93M -$151K -1,281 -2%