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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
–
Net Calls
+$6.61M
Net Calls Change
+$1.31M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.54B
2
EPP
2
ETF Portfolio Partners
Kansas
$38.6M
3
MFG
3
Merit Financial Group
Georgia
$57.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$60.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.5M
3
BWP
3
BSW Wealth Partners
Colorado
$18.1M
4
CFD
4
Creative Financial Designs
Indiana
$3.91M
5
SW
5
SteelPeak Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWP
101
Principle Wealth Partners
Connecticut
$3.58M 29,975 +545 +2%
ZF
102
Zhang Financial
Michigan
$3.39M 28,399 +175 +0.6%
BWM
103
Boyd Wealth Management
California
$3.36M 28,126 +95 +0.3%
EWA
104
Encompass Wealth Advisors
Oregon
$3.27M 27,322 -214 -0.8%
ACI
105
Alpha Cubed Investments
California
$3.27M 27,320 -1,590 -5%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$3.21M 26,822 -8,456 -24%
FWM
107
Fingerlakes Wealth Management
New York
$3.08M 25,775 +654 +3%
ITB
108
Idaho Trust Bank
Idaho
$3.08M 25,775 +25,775 New
HR
109
Howe & Rusling
New York
$3.08M 25,743 +5,837 +29%
EH
110
Equitable Holdings
New York
$3.01M 25,161 +3,041 +14%
MA
111
MONECO Advisors
Connecticut
$2.98M 24,921 +3,611 +17%
AA
112
Apriem Advisors
California
$2.9M 24,281 +24,281 New
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$2.81M 23,491 +2,514 +12%
LWMG
114
Levy Wealth Management Group
Pennsylvania
$2.8M 25,611 – –
UCFA
115
United Capital Financial Advisors
Texas
$2.8M 23,420 -290 -1%
WFA
116
Wells Financial Advisors
Massachusetts
$2.79M 23,345 -15 -0.1%
IFS
117
Ifrah Financial Services
Arkansas
$2.78M 23,270 -128 -0.5%
PA
118
PFG Advisors
Arizona
$2.63M 21,991 +13,987 +175%
RFM
119
Royal Fund Management
Florida
$2.58M 21,580 +2,137 +11%
TWM
120
Tradition Wealth Management
Minnesota
$2.58M 21,607 +571 +3%
AWS
121
Atria Wealth Solutions
New York
$2.54M 21,285 -1,050 -5%
DWM
122
Dechtman Wealth Management
Colorado
$2.49M 20,856 +20,856 New
SFP
123
Strategic Financial Partners
Oregon
$2.43M 20,311 +301 +2%
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$2.41M 20,188 +3,058 +18%
Mariner
125
Mariner
Kansas
$2.37M 19,793 -1,210 -6%
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5
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