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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

420 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 11 closing their positions.

Holders
420
Holders Change
+35
Holders Change %
+9.09%
% of All Funds
6.08%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
53
Increased
167
Reduced
119
Closed
11
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.79B
2
Ameriprise
2
Ameriprise
Minnesota
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$361M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$25.6M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$25M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$250K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$59.5M
3
LPL Financial
3
LPL Financial
California
$115M
4
SVCP
4
Silicon Valley Capital Partners
California
$4.97M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VBWMG
51
Von Berge Wealth Management Group
California
$13.8M 105,081 +102 +0.1%
US Bancorp
52
US Bancorp
Minnesota
$13.8M 107,100 +3,152 +3%
Creative Planning
53
Creative Planning
Kansas
$13.5M 105,506 +113 +0.1%
CP
54
Capital Planning
Washington
$13.4M 104,231 +1,884 +2%
MWA
55
MFA Wealth Advisors
Pennsylvania
$13.3M 103,956 +103,956 New
AWS
56
Atria Wealth Solutions
New York
$13.1M 101,931 +81,419 +397%
PAG
57
Private Advisor Group
New Jersey
$12.8M 100,051 +1,967 +2%
9WM
58
9258 Wealth Management
Ohio
$12.7M 99,318 -236 -0.2%
DADC
59
D.A. Davidson & Co
Montana
$12.7M 99,062 +7,432 +8%
EWM
60
Empirical Wealth Management
Washington
$11.9M 92,843 -3,496 -4%
QFA
61
Quattro Financial Advisors
Texas
$11.5M 88,432 -1,245 -1%
SAMT
62
Select Asset Management & Trust
Pennsylvania
$11.3M 87,927 +8,180 +10%
SCM
63
SOL Capital Management
Maryland
$11.2M 87,616 -2,470 -3%
TA
64
TFB Advisors
Kansas
$11.2M 87,060 -152 -0.2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$10.9M 84,678 -962 -1%
JJBC
66
James J. Burns & Company
New York
$10.7M 83,275 +168 +0.2%
SI
67
Stephens Inc
Arkansas
$10.4M 80,844 +484 +0.6%
AWA
68
ARQ Wealth Advisors
Arizona
$10.3M 80,736 +1,081 +1%
BWP
69
BSW Wealth Partners
Colorado
$9.93M 77,440 -4,332 -5%
SA
70
Sanctuary Advisors
Indiana
$9.59M 72,479 -162 -0.2%
WANY
71
Wealthspire Advisors (New York)
New York
$9.46M 73,719 +73,719 New
HWM
72
HB Wealth Management
Georgia
$9.35M 72,882 +818 +1%
AFS
73
Annapolis Financial Services
Maryland
$8.74M 68,105 +10,954 +19%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$8.67M 67,558 +46,815 +226%
WP
75
WealthShield Partners
North Carolina
$8.61M 67,111 +9,190 +16%
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