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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

450 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 74 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 29 closing their positions.

Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
5.99%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.47%
New
74
Increased
170
Reduced
114
Closed
29
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$84.2M
2
AssetMark Inc
2
AssetMark Inc
California
$1.79B
3
Ameriprise
3
Ameriprise
Minnesota
$213M
4
DWM
4
Dechtman Wealth Management
Colorado
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$483M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$175M
4
EPP
4
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
101
Mutual Advisors
Nebraska
$4.75M 37,179 +1,804 +5%
CFD
102
Creative Financial Designs
Indiana
$4.65M 37,206 +11,703 +46%
HR
103
Howe & Rusling
New York
$4.53M 36,233 +531 +1%
WHG
104
Westwood Holdings Group
Texas
$4.48M 35,850 – –
PWP
105
Principle Wealth Partners
Connecticut
$4.46M 35,692 +5,382 +18%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$4.37M 34,854 +29,385 +537%
VW
107
Veridan Wealth
Oregon
$4.31M 33,063 +33,063 New
AC
108
Avant Capital
Louisiana
$4.27M 34,216 +34,216 New
TFM
109
Trademark Financial Management
Minnesota
$4.25M 34,002 -5,721 -14%
CF
110
Centaurus Financial
California
$4.21M 33,724 +2,682 +9%
BIM
111
Breakwater Investment Management
Washington
$4.14M 33,120 -963 -3%
CPA
112
Compass Planning Associates
Massachusetts
$3.98M 31,872 +31,872 New
CCA
113
Checchi Capital Advisers
California
$3.85M 30,800 +2,572 +9%
GWM
114
Gray Wealth Management
Maine
$3.72M 29,779 -506 -2%
ZF
115
Zhang Financial
Michigan
$3.69M 29,512 -170 -0.6%
MCM
116
MAI Capital Management
Ohio
$3.56M 28,505 -729 -2%
CFO
117
CVA Family Office
Colorado
$3.54M 28,376 -600 -2%
FWM
118
Fingerlakes Wealth Management
New York
$3.52M 28,164 +959 +4%
EH
119
Equitable Holdings
New York
$3.51M 28,075 +372 +1%
EWA
120
Encompass Wealth Advisors
Oregon
$3.49M 27,967 +23 +0.1%
SVCP
121
Silicon Valley Capital Partners
California
$3.44M 27,531 -11,223 -29%
MG
122
Mather Group
Illinois
$3.43M 27,452 +68 +0.2%
ACI
123
Alpha Cubed Investments
California
$3.4M 27,230 +236 +0.9%
BWM
124
Boyd Wealth Management
California
$3.3M 26,447 +59 +0.2%
CCM
125
Colorado Capital Management
Colorado
$3.19M 25,530 +11,502 +82%
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