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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
–
Net Calls
+$5.3M
Net Calls Change
+$3.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$539M
2
AssetMark Inc
2
AssetMark Inc
California
$1.33B
3
SAM
3
Smartleaf Asset Management
Massachusetts
$22.6M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
HI
5
Harbour Investments
Wisconsin
$16.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$183M
2
PA
2
Procyon Advisors
Connecticut
$2.64M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$117K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$49.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$6.53M 58,740 +29,417 +100%
SAMT
77
Select Asset Management & Trust
Pennsylvania
$6.47M 59,116 +4,029 +7%
Goldman Sachs
78
Goldman Sachs
New York
$6.28M 57,408 -23,015 -29%
Wealthfront Advisers
79
Wealthfront Advisers
California
$5.84M 53,375 -5,342 -9%
C
80
CEDRUS
Colorado
$5.6M 51,243 +3,524 +7%
RPSA
81
Richard P. Slaughter Associates
Texas
$5.55M 50,749 -340 -0.7%
CFAM
82
Center For Asset Management
Florida
$5.52M 50,471 +599 +1%
Comerica Bank
83
Comerica Bank
Texas
$5.47M 50,046 -137 -0.3%
HCP
84
Holt Capital Partners
Texas
$5.37M 49,138 -222 -0.4%
AI
85
Atria Investments
North Carolina
$5.02M 45,945 -30,247 -40%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$5.02M 45,894 -1,865 -4%
PI
87
Pachira Investments
California
$4.94M 45,157 +4,767 +12%
CA
88
Cetera Advisors
Colorado
$4.62M 42,286 +10,596 +33%
EWA
89
EverSource Wealth Advisors
Alabama
$4.48M 40,958 +1,260 +3%
AFS
90
Annapolis Financial Services
Maryland
$4.47M 40,891 +21,885 +115%
RA
91
Resolute Advisors
California
$4.19M 38,335 +267 +0.7%
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$3.86M 35,278 -5,746 -14%
CFO
93
CVA Family Office
Colorado
$3.63M 33,163 -62 -0.2%
NA
94
NewEdge Advisors
Louisiana
$3.52M 31,834 +29,485 +1,255%
GWM
95
Gray Wealth Management
Maine
$3.5M 32,018 -761 -2%
CF
96
Centaurus Financial
California
$3.49M 31,931 -1,553 -5%
CAN
97
Cetera Advisor Networks
California
$3.28M 30,000 -19,101 -39%
BCG
98
Breakwater Capital Group
New Jersey
$3.25M 29,572 +29,572 New
PWP
99
Principle Wealth Partners
Connecticut
$3.22M 29,430 +1,885 +7%
ACI
100
Alpha Cubed Investments
California
$3.16M 28,910 -362 -1%
2 3
4
5 6