We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
76
Quattro Financial Advisors
Texas
$8.73M -$2.74M -21,246 -24%
BWP
77
BSW Wealth Partners
Colorado
$8.68M -$1.03M -7,975 -10%
WP
78
WealthShield Partners
North Carolina
$8.01M -$383K -2,968 -4%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$7.97M +$264K +2,048 +3%
AA
80
Apriem Advisors
California
$7.78M +$2.93M +22,688 +57%
PI
81
Pachira Investments
California
$7.18M +$840K +6,506 +13%
TCBWMS
82
Texas Capital Bank Wealth Management Services
Texas
$7.17M -$125K -965 -2%
CFAM
83
Center For Asset Management
Florida
$7.12M +$187K +1,445 +3%
PFM
84
Phillips Financial Management
Indiana
$7.03M -$11.2K -87 -0.2%
FWA
85
FSC Wealth Advisors
New York
$6.71M +$1.12M +8,670 +19%
PD
86
Planning Directions
Pennsylvania
$6.31M -$246K -1,905 -4%
RFM
87
Royal Fund Management
Florida
$6.07M +$478K +3,700 +8%
Comerica Bank
88
Comerica Bank
Texas
$6.04M -$33.4K -259 -0.5%
AI
89
Atria Investments
North Carolina
$5.99M +$352K +2,724 +6%
WAM
90
WNY Asset Management
New York
$5.8M -$12.3K -95 -0.2%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$5.72M -$132K -1,021 -2%
AF
92
Amara Financial
California
$5.48M -$398K -3,086 -7%
PPWM
93
PFG Private Wealth Management
Florida
$5.32M -$222K -1,717 -4%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$5.21M +$4.45M +34,440 +474%
HCP
95
Holt Capital Partners
Texas
$5.04M -$217K -1,685 -4%
RPSA
96
Richard P. Slaughter Associates
Texas
$5.02M +$133K +1,034 +3%
RA
97
Resolute Advisors
California
$4.9M +$28.8K +223 +0.6%
EWA
98
EverSource Wealth Advisors
Alabama
$4.85M -$61.8K -479 -1%
APWM
99
Anchor Pointe Wealth Management
Missouri
$4.79M +$4.97M +38,502 New
WB
100
WesBanco Bank
West Virginia
$4.79M -$645K -5,000 -12%