MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

450 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
5.99%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.47%
New
74
Increased
170
Reduced
114
Closed
29
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$84.2M
2
AssetMark Inc
2
AssetMark Inc
California
$1.79B
3
Ameriprise
3
Ameriprise
Minnesota
$213M
4
DWM
4
Dechtman Wealth Management
Colorado
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$483M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$175M
4
EPP
4
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$13.7M 109,365 +55,339 +102%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$13.7M 109,303 -882 -0.8%
WA
53
Waverly Advisors
Alabama
$13.6M 108,952 +104,034 +2,115%
CP
54
Capital Planning
Washington
$13.5M 108,472 +4,241 +4%
US Bancorp
55
US Bancorp
Minnesota
$13.5M 107,668 +568 +0.5%
DADC
56
D.A. Davidson & Co
Montana
$13.3M 106,131 +7,069 +7%
PAG
57
Private Advisor Group
New Jersey
$13.2M 105,522 +5,471 +5%
Creative Planning
58
Creative Planning
Kansas
$12.8M 102,348 -3,158 -3%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$12.5M 100,000 +99,996 +2,499,900%
EWM
60
Empirical Wealth Management
Washington
$12M 96,384 +3,541 +4%
SAMT
61
Select Asset Management & Trust
Pennsylvania
$11.8M 94,202 +6,275 +7%
SCM
62
SOL Capital Management
Maryland
$11.6M 92,698 +5,082 +6%
HWM
63
HB Wealth Management
Georgia
$11.1M 88,675 +15,793 +22%
AWA
64
ARQ Wealth Advisors
Arizona
$11M 87,792 +7,056 +9%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$10.9M 87,163 +2,485 +3%
TA
66
TFB Advisors
Kansas
$10.9M 87,124 +64 +0.1%
JJBC
67
James J. Burns & Company
New York
$10.4M 83,054 -221 -0.3%
SI
68
Stephens Inc
Arkansas
$10.2M 81,730 +886 +1%
BCG
69
Breakwater Capital Group
New Jersey
$9.48M 75,929 +12,272 +19%
AAP
70
Arax Advisory Partners
Colorado
$9.48M 75,862 +75,862 New
WANY
71
Wealthspire Advisors (New York)
New York
$9.46M 75,700 +1,981 +3%
SA
72
Sanctuary Advisors
Indiana
$9.3M 70,716 -1,763 -2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.29M 74,341 +6,783 +10%
Wealthfront Advisers
74
Wealthfront Advisers
California
$9.06M 72,547 +6,249 +9%
MWM
75
Modera Wealth Management
New Jersey
$8.92M 71,406 +71,406 New
1 2
3
4 5