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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

450 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 74 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
5.99%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.47%
New
74
Increased
170
Reduced
114
Closed
29
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$84.2M
2
AssetMark Inc
2
AssetMark Inc
California
$1.79B
3
Ameriprise
3
Ameriprise
Minnesota
$213M
4
DWM
4
Dechtman Wealth Management
Colorado
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$483M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$175M
4
EPP
4
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QFA
76
Quattro Financial Advisors
Texas
$8.73M 67,186 -21,246 -24%
BWP
77
BSW Wealth Partners
Colorado
$8.68M 69,465 -7,975 -10%
WP
78
WealthShield Partners
North Carolina
$8.01M 64,143 -2,968 -4%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$7.97M 63,769 +2,048 +3%
AA
80
Apriem Advisors
California
$7.78M 62,308 +22,688 +57%
PI
81
Pachira Investments
California
$7.18M 57,624 +6,506 +13%
TCBWMS
82
Texas Capital Bank Wealth Management Services
Texas
$7.17M 57,392 -965 -2%
CFAM
83
Center For Asset Management
Florida
$7.12M 57,035 +1,445 +3%
PFM
84
Phillips Financial Management
Indiana
$7.03M 56,274 -87 -0.2%
FWA
85
FSC Wealth Advisors
New York
$6.71M 53,704 +8,670 +19%
PD
86
Planning Directions
Pennsylvania
$6.31M 50,477 -1,905 -4%
RFM
87
Royal Fund Management
Florida
$6.07M 48,244 +3,700 +8%
Comerica Bank
88
Comerica Bank
Texas
$6.04M 48,374 -259 -0.5%
AI
89
Atria Investments
North Carolina
$5.99M 47,967 +2,724 +6%
WAM
90
WNY Asset Management
New York
$5.8M 46,420 -95 -0.2%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$5.72M 45,788 -1,021 -2%
AF
92
Amara Financial
California
$5.48M 43,893 -3,086 -7%
PPWM
93
PFG Private Wealth Management
Florida
$5.32M 42,572 -1,717 -4%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$5.21M 41,701 +34,440 +474%
HCP
95
Holt Capital Partners
Texas
$5.04M 40,338 -1,685 -4%
RPSA
96
Richard P. Slaughter Associates
Texas
$5.02M 40,175 +1,034 +3%
RA
97
Resolute Advisors
California
$4.9M 39,242 +223 +0.6%
EWA
98
EverSource Wealth Advisors
Alabama
$4.85M 38,858 -479 -1%
APWM
99
Anchor Pointe Wealth Management
Missouri
$4.79M 38,502 +38,502 New
WB
100
WesBanco Bank
West Virginia
$4.79M 38,374 -5,000 -12%
2 3
4
5 6