MGV icon

Vanguard Mega Cap Value ETF

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
Net Calls
+$5.3M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
151
Northern Trust
Illinois
$1.41M -$78.3K -716 -5%
Prudential Financial
152
Prudential Financial
New Jersey
$1.33M -$100K -916 -7%
GAM
153
Gotham Asset Management
New York
$1.3M +$1.3M +11,842 New
SWP
154
Stratos Wealth Partners
Ohio
$1.22M +$66.3K +606 +6%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$1.21M +$303K +2,770 +33%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$1.21M -$307K -2,810 -20%
GRP
157
Global Retirement Partners
California
$1.18M -$17.2K -158 -1%
M&T Bank
158
M&T Bank
New York
$1.17M -$984 -9 -0.1%
BP
159
Ballentine Partners
Massachusetts
$1.17M
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M -$87.5K -800 -7%
DI
161
DFPG Investments
Utah
$1M +$279K +2,550 +39%
SCA
162
Snowden Capital Advisors
New York
$988K -$103K -945 -9%
AG
163
Ascent Group
Virginia
$915K -$12.1K -107 -1%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$885K -$13.6K -124 -2%
WCM
165
Wealthcare Capital Management
Virginia
$884K -$76.7K -701 -8%
PA
166
PFG Advisors
Arizona
$875K -$73.9K -676 -8%
HI
167
Hudock Inc
Pennsylvania
$865K +$178K +1,624 +26%
LWA
168
LWS Wealth Advisors
New Jersey
$849K -$9.84K -90 -1%
GW
169
GW & Wade
Massachusetts
$839K +$1.09K +10 +0.1%
CA
170
Crane Advisory
California
$816K -$43.2K -394 -5%
PT
171
Plimoth Trust
Massachusetts
$813K -$25.2K -230 -3%
PWG
172
Private Wealth Group
Florida
$804K
ACP
173
Aveo Capital Partners
Colorado
$801K +$52.9K +484 +7%
AAS
174
Ameritas Advisory Services
Nebraska
$798K +$292K +2,611 +58%
RJT
175
Raymond James Trust
Florida
$794K