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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

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 28 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 19 closing their positions.

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
28
Increased
140
Reduced
116
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.59B
2
LPL Financial
2
LPL Financial
California
$119M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
QFA
4
Quattro Financial Advisors
Texas
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$304M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$444M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$182M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$148M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$47M
5
BWP
5
BSW Wealth Partners
Colorado
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$12.3M 103,948 -883 -0.8%
CP
52
Capital Planning
Washington
$12.2M 102,347 +15,608 +18%
9WM
53
9258 Wealth Management
Ohio
$11.8M 99,554 -3,535 -3%
PAG
54
Private Advisor Group
New Jersey
$11.6M 98,084 +4,071 +4%
EWM
55
Empirical Wealth Management
Washington
$11.4M 96,339 +5,348 +6%
AWM
56
Avior Wealth Management
Nebraska
$11.4M 96,263 +16,586 +21%
DADC
57
D.A. Davidson & Co
Montana
$10.9M 91,630 +4,888 +6%
SCM
58
SOL Capital Management
Maryland
$10.7M 90,086 +3,155 +4%
QFA
59
Quattro Financial Advisors
Texas
$10.6M 89,677 +89,677 New
SG Americas Securities
60
SG Americas Securities
New York
$10.4M 87,590 – –
TA
61
TFB Advisors
Kansas
$10.3M 87,212 +1,452 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$10.1M 85,640 +2,778 +3%
MFG
63
Marmo Financial Group
Tennessee
$9.92M 83,685 -1,569 -2%
JJBC
64
James J. Burns & Company
New York
$9.85M 83,107 +14,330 +21%
BWP
65
BSW Wealth Partners
Colorado
$9.69M 81,772 -69,557 -46%
SI
66
Stephens Inc
Arkansas
$9.52M 80,360 -2,935 -4%
AWA
67
ARQ Wealth Advisors
Arizona
$9.46M 79,655 +2,757 +4%
SAMT
68
Select Asset Management & Trust
Pennsylvania
$9.45M 79,747 +14,985 +23%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$9.32M 78,643 +2,957 +4%
HWM
70
HB Wealth Management
Georgia
$8.54M 72,064 +2,065 +3%
SA
71
Sanctuary Advisors
Indiana
$8.43M 72,641 +72,641 New
WWP
72
Walden Wealth Partners
Ohio
$7.88M 66,481 +1,318 +2%
Wealthfront Advisers
73
Wealthfront Advisers
California
$7.26M 61,297 +8,561 +16%
C
74
CEDRUS
Colorado
$6.97M 58,851 +2,652 +5%
PFM
75
Phillips Financial Management
Indiana
$6.93M 58,481 -1,281 -2%
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