MGV icon

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.

New
Increased
Maintained
Reduced
Closed
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
AssetMark Inc
California
+$66.8M
2
LPL Financial
LPL Financial
California
+$41.3M
3
Ameriprise
Ameriprise
Minnesota
+$11.7M
4
QFA
Quattro Financial Advisors
Texas
+$10.6M
5
Morgan Stanley
Morgan Stanley
New York
+$10.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$17.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$11M
5
BWP
BSW Wealth Partners
Colorado
-$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
126
Strategic Financial Partners
Oregon
$2.35M -$59.4K -501 -2%
RFM
127
Royal Fund Management
Florida
$2.33M -$241K -2,019 -9%
RGC
128
Roberts, Glore & Co
Illinois
$2.26M -$1.78K -15 -0.1%
AF
129
Allworth Financial
California
$2.21M -$21.9K -180 -1%
AP
130
Americana Partners
Texas
$2.2M +$2.37K +20 +0.1%
CIA
131
Concurrent Investment Advisors
Florida
$2.17M +$36.7K +310 +2%
CL
132
Choreo LLC
Illinois
$2.13M +$212K +1,794 +11%
William Blair & Company
133
William Blair & Company
Illinois
$2.05M -$203K -1,709 -9%
Prudential Financial
134
Prudential Financial
New Jersey
$2.05M +$360K +3,035 +21%
FNBOO
135
First National Bank of Omaha
Nebraska
$2.02M +$32K +270 +2%
CA
136
Cresta Advisors
Texas
$2.02M -$15.6K -132 -0.8%
HIS
137
Horizon Investment Services
Indiana
$1.99M -$52.4K -442 -3%
HWA
138
Hilltop Wealth Advisors
North Carolina
$1.97M -$54.2K -457 -3%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$1.91M +$958K +7,978 +100%
BOH
140
Bank of Hawaii
Hawaii
$1.91M +$65.8K +555 +4%
WAM
141
WNY Asset Management
New York
$1.9M -$255K -2,151 -12%
HBW
142
Hazlett, Burt & Watson
West Virginia
$1.86M -$98.9K -835 -5%
PBF
143
Petix & Botte Financial
California
$1.86M +$929K +7,837 +100%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1.86M +$486K +4,105 +36%
PB
145
Pinnacle Bancorp
Nebraska
$1.85M -$22.5K -190 -1%
SQA
146
Simon Quick Advisors
New Jersey
$1.83M – – –
Northern Trust
147
Northern Trust
Illinois
$1.76M -$232K -1,957 -12%
OAJ
148
Ogorek Anthony Joseph
New York
$1.74M -$47.2K -398 -3%
AAS
149
Ameritas Advisory Services
Nebraska
$1.74M +$264K +2,232 +18%
Truist Financial
150
Truist Financial
North Carolina
$1.71M +$168K +1,419 +11%
4 5
6
7 8