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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

385 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 19 closing their positions.

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
28
Increased
140
Reduced
116
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.59B
2
LPL Financial
2
LPL Financial
California
$119M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
QFA
4
Quattro Financial Advisors
Texas
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$304M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$444M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$182M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$148M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$47M
5
BWP
5
BSW Wealth Partners
Colorado
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
101
CVA Family Office
Colorado
$3.54M 29,875 -2,678 -8%
GWM
102
Gray Wealth Management
Maine
$3.54M 29,853 -1,544 -5%
ZF
103
Zhang Financial
Michigan
$3.51M 29,652 +1,253 +4%
ACI
104
Alpha Cubed Investments
California
$3.43M 28,937 +1,617 +6%
FWM
105
Fingerlakes Wealth Management
New York
$3.4M 28,722 +2,947 +11%
CF
106
Centaurus Financial
California
$3.4M 28,668 -2,108 -7%
CCA
107
Checchi Capital Advisers
California
$3.35M 28,263 -43,062 -60%
EWA
108
Encompass Wealth Advisors
Oregon
$3.26M 27,505 +183 +0.7%
BWM
109
Boyd Wealth Management
California
$3.2M 26,973 -1,153 -4%
CFD
110
Creative Financial Designs
Indiana
$3.16M 26,672 -6,013 -18%
EH
111
Equitable Holdings
New York
$3.04M 25,623 +462 +2%
LWMG
112
Levy Wealth Management Group
Pennsylvania
$3.01M 25,395 -216 -0.8%
MA
113
MONECO Advisors
Connecticut
$2.98M 25,155 +234 +0.9%
PA
114
PFG Advisors
Arizona
$2.85M 24,016 +2,025 +9%
UCFA
115
United Capital Financial Advisors
Texas
$2.8M 23,640 +220 +0.9%
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$2.77M 23,371 -3,451 -13%
WFA
117
Wells Financial Advisors
Massachusetts
$2.72M 22,965 -380 -2%
IFS
118
Ifrah Financial Services
Arkansas
$2.71M 22,840 -430 -2%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$2.7M 22,768 -723 -3%
TWM
120
Tradition Wealth Management
Minnesota
$2.69M 22,705 +1,098 +5%
Mariner
121
Mariner
Kansas
$2.66M 22,488 +2,695 +14%
GJIA
122
Glass Jacobson Investment Advisors
Maryland
$2.6M 21,962 +1,774 +9%
TFM
123
Trademark Financial Management
Minnesota
$2.55M 21,513 +14,200 +194%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2.46M 20,743 +7,707 +59%
AWS
125
Atria Wealth Solutions
New York
$2.44M 20,512 -773 -4%
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5
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