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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.

New
Increased
Maintained
Reduced
Closed
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
AssetMark Inc
AssetMark Inc
California
+$45.9M
2
Ameriprise
Ameriprise
Minnesota
+$41.2M
3
DWM
Dechtman Wealth Management
Colorado
+$20.7M
4
Bank of America
Bank of America
North Carolina
+$15.3M
5
WA
Waverly Advisors
Alabama
+$13M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$247M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.9M
4
EPP
ETF Portfolio Partners
Kansas
-$12.6M
5
SG Americas Securities
SG Americas Securities
New York
-$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
126
Pinnacle Bancorp
Nebraska
$3.19M -$1.25K -10 -0%
TWM
127
Tradition Wealth Management
Minnesota
$3.1M +$150K +1,201 +5%
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$3.09M +$92.3K +739 +3%
AWM
129
AE Wealth Management
Kansas
$3.09M -$837K -6,703 -21%
Mariner
130
Mariner
Kansas
$3.01M -$61.3K -491 -2%
MA
131
MONECO Advisors
Connecticut
$2.99M -$173K -1,385 -5%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$2.99M +$999K +7,999 +50%
UCFA
133
United Capital Financial Advisors
Texas
$2.96M +$2.25K +18 +0.1%
WFA
134
Wells Financial Advisors
Massachusetts
$2.87M – – –
IFS
135
Ifrah Financial Services
Arkansas
$2.86M +$250 +2 +0%
IWC
136
Integrated Wealth Concepts
Massachusetts
$2.84M +$1.24M +9,924 +78%
CIA
137
Concurrent Investment Advisors
Florida
$2.7M +$263K +2,102 +11%
Truist Financial
138
Truist Financial
North Carolina
$2.59M +$330K +2,640 +15%
MAMG
139
Milestone Asset Management Group
Connecticut
$2.54M +$2.54M +20,346 New
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$2.53M -$278K -2,229 -10%
SFP
141
Strategic Financial Partners
Oregon
$2.52M -$16.9K -135 -0.7%
AF
142
Allworth Financial
California
$2.4M +$57.6K +444 +2%
GFG
143
Grantvest Financial Group
New Jersey
$2.38M +$2.38M +19,092 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.38M +$651K +5,209 +38%
RGC
145
Roberts, Glore & Co
Illinois
$2.38M -$2.62K -21 -0.1%
William Blair & Company
146
William Blair & Company
Illinois
$2.36M +$356K +2,848 +18%
WCP
147
Wealthcare Capital Partners
Pennsylvania
$2.34M +$2.34M +18,753 New
AP
148
Americana Partners
Texas
$2.33M – – –
CL
149
Choreo LLC
Illinois
$2.3M +$34.2K +274 +2%
FIA
150
Foundations Investment Advisors
Arizona
$2.3M +$2.3M +18,407 New
4 5
6
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