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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

420 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 11 closing their positions.

Holders
420
Holders Change
+35
Holders Change %
+9.09%
% of All Funds
6.08%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
53
Increased
167
Reduced
119
Closed
11
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.79B
2
Ameriprise
2
Ameriprise
Minnesota
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$361M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$25.6M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$25M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$250K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$59.5M
3
LPL Financial
3
LPL Financial
California
$115M
4
SVCP
4
Silicon Valley Capital Partners
California
$4.97M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RPSA
101
Richard P. Slaughter Associates
Texas
$5.02M 39,141 -1,608 -4%
RA
102
Resolute Advisors
California
$5.01M 39,019 +457 +1%
SVCP
103
Silicon Valley Capital Partners
California
$4.97M 38,754 -83,711 -68%
WHG
104
Westwood Holdings Group
Texas
$4.6M 35,850 +35,850 New
HR
105
Howe & Rusling
New York
$4.58M 35,702 +4,058 +13%
MA
106
Mutual Advisors
Nebraska
$4.55M 35,375 +1,260 +4%
BIM
107
Breakwater Investment Management
Washington
$4.37M 34,083 -218 -0.6%
AWM
108
AE Wealth Management
Kansas
$4.03M 31,410 -1,042 -3%
CF
109
Centaurus Financial
California
$3.98M 31,042 +2,374 +8%
PWP
110
Principle Wealth Partners
Connecticut
$3.89M 30,310 +120 +0.4%
GWM
111
Gray Wealth Management
Maine
$3.89M 30,285 +432 +1%
ZF
112
Zhang Financial
Michigan
$3.81M 29,682 +30 +0.1%
MCM
113
MAI Capital Management
Ohio
$3.75M 29,234 -1,719 -6%
CFO
114
CVA Family Office
Colorado
$3.72M 28,976 -899 -3%
CCA
115
Checchi Capital Advisers
California
$3.62M 28,228 -35 -0.1%
EWA
116
Encompass Wealth Advisors
Oregon
$3.58M 27,944 +439 +2%
EH
117
Equitable Holdings
New York
$3.55M 27,703 +2,080 +8%
MG
118
Mather Group
Illinois
$3.51M 27,384 -11,512 -30%
FWM
119
Fingerlakes Wealth Management
New York
$3.49M 27,205 -1,517 -5%
ACI
120
Alpha Cubed Investments
California
$3.46M 26,994 -1,943 -7%
BWM
121
Boyd Wealth Management
California
$3.39M 26,388 -585 -2%
PB
122
Pinnacle Bancorp
Nebraska
$3.27M 25,515 +9,933 +64%
CFD
123
Creative Financial Designs
Indiana
$3.27M 25,503 -1,169 -4%
MA
124
MONECO Advisors
Connecticut
$3.25M 25,341 +186 +0.7%
Mariner
125
Mariner
Kansas
$3.16M 24,609 +2,121 +9%
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5
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