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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
–
Net Calls
+$6.61M
Net Calls Change
+$1.31M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.54B
2
EPP
2
ETF Portfolio Partners
Kansas
$38.6M
3
MFG
3
Merit Financial Group
Georgia
$57.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$60.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.5M
3
BWP
3
BSW Wealth Partners
Colorado
$18.1M
4
CFD
4
Creative Financial Designs
Indiana
$3.91M
5
SW
5
SteelPeak Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PI
76
Pachira Investments
California
$6.31M 52,829 +7,672 +17%
Wealthfront Advisers
77
Wealthfront Advisers
California
$6.3M 52,736 -639 -1%
CFAM
78
Center For Asset Management
Florida
$6.2M 51,893 +1,422 +3%
AFS
79
Annapolis Financial Services
Maryland
$5.99M 50,107 +9,216 +23%
Comerica Bank
80
Comerica Bank
Texas
$5.96M 49,836 -210 -0.4%
PPWM
81
PFG Private Wealth Management
Florida
$5.74M 48,044 -19,793 -29%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$5.69M 47,640 +1,746 +4%
HCP
83
Holt Capital Partners
Texas
$5.55M 46,448 -2,690 -5%
CA
84
Cetera Advisors
Colorado
$5.44M 45,500 +3,214 +8%
AI
85
Atria Investments
North Carolina
$5.33M 44,582 -1,363 -3%
WB
86
WesBanco Bank
West Virginia
$5.17M 43,293 +43,293 New
AWM
87
AE Wealth Management
Kansas
$5.16M 43,192 -15,548 -26%
WP
88
WealthShield Partners
North Carolina
$5.01M 41,922 -24,136 -37%
RPSA
89
Richard P. Slaughter Associates
Texas
$4.84M 40,465 -10,284 -20%
RA
90
Resolute Advisors
California
$4.61M 38,562 +227 +0.6%
EWA
91
EverSource Wealth Advisors
Alabama
$4.56M 39,579 -1,379 -3%
Renaissance Technologies
92
Renaissance Technologies
New York
$4.05M 33,900 +10,400 +44%
BCG
93
Breakwater Capital Group
New Jersey
$4.05M 33,895 +4,323 +15%
BIM
94
Breakwater Investment Management
Washington
$4.01M 33,536 +33,536 New
CFD
95
Creative Financial Designs
Indiana
$3.91M 32,685 -102,812 -76%
CFO
96
CVA Family Office
Colorado
$3.89M 32,553 -610 -2%
MA
97
Mutual Advisors
Nebraska
$3.77M 31,549 +4,731 +18%
GWM
98
Gray Wealth Management
Maine
$3.75M 31,397 -621 -2%
CF
99
Centaurus Financial
California
$3.68M 30,776 -1,155 -4%
MCM
100
MAI Capital Management
Ohio
$3.67M 30,708 +6,482 +27%
2 3
4
5 6