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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.

New
Increased
Maintained
Reduced
Closed
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
AssetMark Inc
California
+$78.8M
2
EPP
ETF Portfolio Partners
Kansas
+$25.5M
3
MFG
Merit Financial Group
Georgia
+$20.5M
4
MML Investors Services
MML Investors Services
Massachusetts
+$17.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.97M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$294M
2
Osaic Holdings
Osaic Holdings
Arizona
-$75.9M
3
BWP
BSW Wealth Partners
Colorado
-$16.9M
4
CFD
Creative Financial Designs
Indiana
-$12.3M
5
SW
SteelPeak Wealth
California
-$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
126
Roberts, Glore & Co
Illinois
$2.28M -$75.8K -634 -3%
William Blair & Company
127
William Blair & Company
Illinois
$2.28M +$345K +2,890 +18%
AP
128
Americana Partners
Texas
$2.22M +$2.39K +20 +0.1%
AF
129
Allworth Financial
California
$2.19M -$14.8K -124 -0.7%
WAM
130
WNY Asset Management
New York
$2.17M -$183K -1,535 -8%
FNBOO
131
First National Bank of Omaha
Nebraska
$2.16M -$693K -5,380 -24%
CIA
132
Concurrent Investment Advisors
Florida
$2.15M -$173K -1,448 -7%
HIS
133
Horizon Investment Services
Indiana
$2.06M -$12.9K -108 -0.6%
CA
134
Cresta Advisors
Texas
$2.05M +$1.39M +11,611 +209%
HWA
135
Hilltop Wealth Advisors
North Carolina
$2.04M -$12.5K -105 -0.6%
MGIA
136
Moneta Group Investment Advisors
Missouri
$2.03M – – –
Northern Trust
137
Northern Trust
Illinois
$2.01M +$470K +3,936 +31%
HBW
138
Hazlett, Burt & Watson
West Virginia
$1.98M +$142K +1,190 +8%
CL
139
Choreo LLC
Illinois
$1.94M -$14K -117 -0.7%
EWA
140
EP Wealth Advisors
California
$1.89M -$30.6K -256 -2%
PB
141
Pinnacle Bancorp
Nebraska
$1.88M +$120 +1 +0%
BOH
142
Bank of Hawaii
Hawaii
$1.86M +$117K +978 +7%
SQA
143
Simon Quick Advisors
New Jersey
$1.85M +$956 +8 +0.1%
OAJ
144
Ogorek Anthony Joseph
New York
$1.8M -$10.4K -87 -0.6%
CAN
145
Cetera Advisor Networks
California
$1.79M -$1.8M -15,035 -50%
RWM
146
Revisor Wealth Management
Ohio
$1.76M +$1.28M +11,240 +269%
SOS
147
Silver Oak Securities
Tennessee
$1.73M +$1.49M +12,449 +610%
Prudential Financial
148
Prudential Financial
New Jersey
$1.71M +$257K +2,149 +18%
AGA
149
Arkos Global Advisors
Texas
$1.65M +$1.65M +13,826 New
MGIA
150
Matthew Goff Investment Advisor
Texas
$1.61M +$19.8K +166 +1%
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