MGV icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+35
Holders Change %
+9.09%
% of All Funds
6.07%
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
AssetMark Inc
California
+$70.4M
2
Ameriprise
Ameriprise
Minnesota
+$33.4M
3
Morgan Stanley
Morgan Stanley
New York
+$31.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$25.6M
5
BPAMU
BTG Pactual Asset Management US
New York
+$25M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$30.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14.3M
3
LPL Financial
LPL Financial
California
-$13.7M
4
SVCP
Silicon Valley Capital Partners
California
-$10.7M
5
MML Investors Services
MML Investors Services
Massachusetts
-$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
126
Glass Jacobson Investment Advisors
Maryland
$3.07M +$257K +2,007 +9%
UCFA
127
United Capital Financial Advisors
Texas
$3.03M – – –
TWM
128
Tradition Wealth Management
Minnesota
$3.03M +$117K +910 +4%
Renaissance Technologies
129
Renaissance Technologies
New York
$3.01M +$1.76M +13,700 +140%
WFA
130
Wells Financial Advisors
Massachusetts
$2.95M – – –
IFS
131
Ifrah Financial Services
Arkansas
$2.94M +$8.85K +69 +0.3%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$2.94M -$60.4K -471 -2%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$2.88M -$32.8K -256 -1%
SFP
134
Strategic Financial Partners
Oregon
$2.6M +$60.4K +471 +2%
CIA
135
Concurrent Investment Advisors
Florida
$2.5M +$157K +1,222 +7%
RGC
136
Roberts, Glore & Co
Illinois
$2.45M +$385 +3 +0%
SOS
137
Silver Oak Securities
Tennessee
$2.43M +$2.1M +17,041 +643%
AP
138
Americana Partners
Texas
$2.39M +$5.13K +40 +0.2%
CL
139
Choreo LLC
Illinois
$2.32M +$11.4K +89 +0.5%
Truist Financial
140
Truist Financial
North Carolina
$2.32M +$470K +3,666 +25%
AF
141
Allworth Financial
California
$2.31M -$17.1K -133 -0.7%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2.27M +$263K +2,052 +13%
BOH
143
Bank of Hawaii
Hawaii
$2.19M +$123K +957 +6%
Prudential Financial
144
Prudential Financial
New Jersey
$2.18M -$41.3K -322 -2%
FNBOO
145
First National Bank of Omaha
Nebraska
$2.17M -$12.8K -100 -0.6%
CA
146
Cresta Advisors
Texas
$2.17M -$15.4K -120 -0.7%
HIS
147
Horizon Investment Services
Indiana
$2.16M -$2.57K -20 -0.1%
PA
148
PFG Advisors
Arizona
$2.15M -$930K -7,250 -30%
HBW
149
Hazlett, Burt & Watson
West Virginia
$2.14M +$125K +972 +6%
William Blair & Company
150
William Blair & Company
Illinois
$2.06M -$165K -1,290 -7%
4 5
6
7 8