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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
–
Net Calls
+$5.3M
Net Calls Change
+$3.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$539M
2
AssetMark Inc
2
AssetMark Inc
California
$1.33B
3
SAM
3
Smartleaf Asset Management
Massachusetts
$22.6M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
HI
5
Harbour Investments
Wisconsin
$16.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$183M
2
PA
2
Procyon Advisors
Connecticut
$2.64M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$117K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$49.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
ZF
101
Zhang Financial
Michigan
$3.09M 28,224 +16 +0.1%
BWM
102
Boyd Wealth Management
California
$3.07M 28,031 -4,681 -14%
EWA
103
Encompass Wealth Advisors
Oregon
$3.01M 27,536 -1,320 -5%
MA
104
Mutual Advisors
Nebraska
$2.93M 26,818 +1,637 +7%
LWMG
105
Levy Wealth Management Group
Pennsylvania
$2.8M 25,611 -489 -2%
FWM
106
Fingerlakes Wealth Management
New York
$2.75M 25,121 -339 -1%
MCM
107
MAI Capital Management
Ohio
$2.65M 24,226 -760 -3%
JWCA
108
J.W. Cole Advisors
Florida
$2.65M 24,214 -4,014 -14%
PA
109
Procyon Advisors
Connecticut
$2.64M 24,119 -92,629 -79%
UCFA
110
United Capital Financial Advisors
Texas
$2.59M 23,710 -3,037 -11%
Renaissance Technologies
111
Renaissance Technologies
New York
$2.57M 23,500 +16,000 +213%
IFS
112
Ifrah Financial Services
Arkansas
$2.56M 23,398 -903 -4%
WFA
113
Wells Financial Advisors
Massachusetts
$2.55M 23,360 – –
AWS
114
Atria Wealth Solutions
New York
$2.44M 22,335 -7,595 -25%
FNBOO
115
First National Bank of Omaha
Nebraska
$2.42M 22,147 -420 -2%
EH
116
Equitable Holdings
New York
$2.42M 22,120 -1,684 -7%
MA
117
MONECO Advisors
Connecticut
$2.33M 21,310 +21,310 New
TWM
118
Tradition Wealth Management
Minnesota
$2.3M 21,036 +1,962 +10%
Mariner
119
Mariner
Kansas
$2.3M 21,003 +739 +4%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$2.29M 20,977 +9,456 +82%
SFP
121
Strategic Financial Partners
Oregon
$2.19M 20,010 -2,038 -9%
HR
122
Howe & Rusling
New York
$2.18M 19,906 +864 +5%
RGC
123
Roberts, Glore & Co
Illinois
$2.16M 19,732 -323 -2%
WAM
124
WNY Asset Management
New York
$2.16M 19,705 -1,421 -7%
FGAM
125
Financial Gravity Asset Management
Texas
$2.15M 16,860 +843 +5%
3 4
5
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