We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

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 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 381385 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.56%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
76
Texas Capital Bank Wealth Management Services
Texas
$6.92M -$184K -1,562 -3%
WP
77
WealthShield Partners
North Carolina
$6.89M +$1.88M +15,999 +38%
AFS
78
Annapolis Financial Services
Maryland
$6.77M +$828K +7,044 +14%
PI
79
Pachira Investments
California
$6.54M +$278K +2,368 +4%
PD
80
Planning Directions
Pennsylvania
$6.46M -$359K -3,057 -5%
CFAM
81
Center For Asset Management
Florida
$6.3M +$154K +1,308 +3%
Comerica Bank
82
Comerica Bank
Texas
$5.85M -$51.1K -435 -0.9%
PPWM
83
PFG Private Wealth Management
Florida
$5.81M +$119K +1,011 +2%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$5.54M -$107K -910 -2%
VW
85
Veridan Wealth
Oregon
$5.42M +$4.86M +41,321 New
BCG
86
Breakwater Capital Group
New Jersey
$5.4M +$1.38M +11,716 +35%
HCP
87
Holt Capital Partners
Texas
$5.38M -$123K -1,050 -2%
WB
88
WesBanco Bank
West Virginia
$5.13M
AI
89
Atria Investments
North Carolina
$5.06M -$226K -1,921 -4%
EWA
90
EverSource Wealth Advisors
Alabama
$4.87M -$33.4K -284 -0.7%
RPSA
91
Richard P. Slaughter Associates
Texas
$4.83M +$33.4K +284 +0.7%
MG
92
Mather Group
Illinois
$4.65M +$4.35M +36,998 +1,949%
RA
93
Resolute Advisors
California
$4.6M
MA
94
Mutual Advisors
Nebraska
$4.19M +$302K +2,566 +8%
BIM
95
Breakwater Investment Management
Washington
$4.06M +$89.9K +765 +2%
AWM
96
AE Wealth Management
Kansas
$3.85M -$1.26M -10,740 -25%
AA
97
Apriem Advisors
California
$3.79M +$901K +7,666 +32%
HR
98
Howe & Rusling
New York
$3.75M +$694K +5,901 +23%
MCM
99
MAI Capital Management
Ohio
$3.67M +$28.8K +245 +0.8%
PWP
100
Principle Wealth Partners
Connecticut
$3.58M +$25.3K +215 +0.7%