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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 %
TCBWMS
76
Texas Capital Bank Wealth Management Services
Texas
$6.92M 58,357 -1,562 -3%
WP
77
WealthShield Partners
North Carolina
$6.89M 57,921 +15,999 +38%
AFS
78
Annapolis Financial Services
Maryland
$6.77M 57,151 +7,044 +14%
PI
79
Pachira Investments
California
$6.54M 55,197 +2,368 +4%
PD
80
Planning Directions
Pennsylvania
$6.46M 54,502 -3,057 -5%
CFAM
81
Center For Asset Management
Florida
$6.3M 53,201 +1,308 +3%
Comerica Bank
82
Comerica Bank
Texas
$5.85M 49,401 -435 -0.9%
PPWM
83
PFG Private Wealth Management
Florida
$5.81M 49,055 +1,011 +2%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$5.54M 46,730 -910 -2%
VW
85
Veridan Wealth
Oregon
$5.42M 41,321 +41,321 New
BCG
86
Breakwater Capital Group
New Jersey
$5.4M 45,611 +11,716 +35%
HCP
87
Holt Capital Partners
Texas
$5.38M 45,398 -1,050 -2%
WB
88
WesBanco Bank
West Virginia
$5.13M 43,293 – –
AI
89
Atria Investments
North Carolina
$5.06M 42,661 -1,921 -4%
EWA
90
EverSource Wealth Advisors
Alabama
$4.87M 39,295 -284 -0.7%
RPSA
91
Richard P. Slaughter Associates
Texas
$4.83M 40,749 +284 +0.7%
MG
92
Mather Group
Illinois
$4.65M 38,896 +36,998 +1,949%
RA
93
Resolute Advisors
California
$4.6M 38,562 – –
MA
94
Mutual Advisors
Nebraska
$4.19M 34,115 +2,566 +8%
BIM
95
Breakwater Investment Management
Washington
$4.06M 34,301 +765 +2%
AWM
96
AE Wealth Management
Kansas
$3.85M 32,452 -10,740 -25%
AA
97
Apriem Advisors
California
$3.79M 31,947 +7,666 +32%
HR
98
Howe & Rusling
New York
$3.75M 31,644 +5,901 +23%
MCM
99
MAI Capital Management
Ohio
$3.67M 30,953 +245 +0.8%
PWP
100
Principle Wealth Partners
Connecticut
$3.58M 30,190 +215 +0.7%
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