We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

451 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 76 funds opening new positions, 169 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

48% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 114

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 420451 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
451
Holders Change
+31
Holders Change %
+7.38%
% of All Funds
5.94%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
114
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$4.75M +$233K +1,804 +5%
CFD
102
Creative Financial Designs
Indiana
$4.65M +$1.51M +11,703 +46%
HR
103
Howe & Rusling
New York
$4.53M +$68.5K +531 +1%
WHG
104
Westwood Holdings Group
Texas
$4.48M
PWP
105
Principle Wealth Partners
Connecticut
$4.46M +$695K +5,382 +18%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$4.37M +$3.79M +29,385 +537%
VW
107
Veridan Wealth
Oregon
$4.31M +$4.27M +33,063 New
AC
108
Avant Capital
Louisiana
$4.27M +$4.42M +34,216 New
TFM
109
Trademark Financial Management
Minnesota
$4.25M -$738K -5,721 -14%
CF
110
Centaurus Financial
California
$4.21M +$346K +2,682 +9%
BIM
111
Breakwater Investment Management
Washington
$4.14M -$124K -963 -3%
CPA
112
Compass Planning Associates
Massachusetts
$3.98M +$4.11M +31,872 New
CCA
113
Checchi Capital Advisers
California
$3.85M +$332K +2,572 +9%
GWM
114
Gray Wealth Management
Maine
$3.72M -$65.3K -506 -2%
ZF
115
Zhang Financial
Michigan
$3.69M -$21.9K -170 -0.6%
MCM
116
MAI Capital Management
Ohio
$3.56M -$94.1K -729 -2%
CFO
117
CVA Family Office
Colorado
$3.54M -$77.4K -600 -2%
FWM
118
Fingerlakes Wealth Management
New York
$3.52M +$124K +959 +4%
EH
119
Equitable Holdings
New York
$3.51M +$48K +372 +1%
EWA
120
Encompass Wealth Advisors
Oregon
$3.49M +$2.97K +23 +0.1%
SVCP
121
Silicon Valley Capital Partners
California
$3.44M -$1.45M -11,223 -29%
MG
122
Mather Group
Illinois
$3.43M +$8.78K +68 +0.2%
ACI
123
Alpha Cubed Investments
California
$3.4M +$30.5K +236 +0.9%
BWM
124
Boyd Wealth Management
California
$3.3M +$7.62K +59 +0.2%
CCM
125
Colorado Capital Management
Colorado
$3.19M +$1.48M +11,502 +82%