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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

420 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 11 closing their positions.

Holders
420
Holders Change
+35
Holders Change %
+9.09%
% of All Funds
6.08%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
53
Increased
167
Reduced
119
Closed
11
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.79B
2
Ameriprise
2
Ameriprise
Minnesota
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$361M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$25.6M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$25M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$250K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$59.5M
3
LPL Financial
3
LPL Financial
California
$115M
4
SVCP
4
Silicon Valley Capital Partners
California
$4.97M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
76
Wealthfront Advisers
California
$8.5M 66,298 +5,001 +8%
BCG
77
Breakwater Capital Group
New Jersey
$8.17M 63,657 +18,046 +40%
C
78
CEDRUS
Colorado
$8.16M 63,602 +4,751 +8%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$7.92M 61,721 -16,922 -22%
SG Americas Securities
80
SG Americas Securities
New York
$7.87M 61,312 -26,278 -30%
TCBWMS
81
Texas Capital Bank Wealth Management Services
Texas
$7.49M 58,357 – –
PFM
82
Phillips Financial Management
Indiana
$7.23M 56,361 -2,120 -4%
CFAM
83
Center For Asset Management
Florida
$7.13M 55,590 +2,389 +4%
Goldman Sachs
84
Goldman Sachs
New York
$6.93M 54,026 -61,205 -53%
PD
85
Planning Directions
Pennsylvania
$6.72M 52,382 -2,120 -4%
PI
86
Pachira Investments
California
$6.56M 51,118 -4,079 -7%
DWM
87
Dechtman Wealth Management
Colorado
$6.53M 50,931 +50,931 New
Comerica Bank
88
Comerica Bank
Texas
$6.24M 48,633 -768 -2%
AF
89
Amara Financial
California
$6.03M 46,979 +46,979 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$6M 46,809 +79 +0.2%
WAM
91
WNY Asset Management
New York
$5.97M 46,515 +30,496 +190%
AI
92
Atria Investments
North Carolina
$5.8M 45,243 +2,582 +6%
FWA
93
FSC Wealth Advisors
New York
$5.78M 45,034 +45,034 New
RFM
94
Royal Fund Management
Florida
$5.76M 44,544 +24,983 +128%
PPWM
95
PFG Private Wealth Management
Florida
$5.68M 44,289 -4,766 -10%
WB
96
WesBanco Bank
West Virginia
$5.56M 43,374 +81 +0.2%
HCP
97
Holt Capital Partners
Texas
$5.39M 42,023 -3,375 -7%
TFM
98
Trademark Financial Management
Minnesota
$5.1M 39,723 +18,210 +85%
AA
99
Apriem Advisors
California
$5.08M 39,620 +7,673 +24%
EWA
100
EverSource Wealth Advisors
Alabama
$5.05M 39,337 +42 +0.1%
2 3
4
5 6