MGV icon

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 %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$240K +2,008 +18%
Truist Financial
152
Truist Financial
North Carolina
$1.56M +$1.43K +12 +0.1%
JWCA
153
J.W. Cole Advisors
Florida
$1.5M -$1.39M -11,646 -48%
DAS
154
Diversify Advisory Services
Utah
$1.5M +$1.5M +12,585 New
AAS
155
Ameritas Advisory Services
Nebraska
$1.47M +$625K +5,307 +74%
NA
156
NewEdge Advisors
Louisiana
$1.4M -$2.41M -20,127 -63%
SWP
157
Stratos Wealth Partners
Ohio
$1.39M +$52.1K +436 +4%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$1.38M +$57.4K +480 +4%
PA
159
Procyon Advisors
Connecticut
$1.35M -$1.53M -12,792 -53%
GAM
160
Gotham Asset Management
New York
$1.35M -$62.7K -525 -4%
BC
161
Bowman & Company
Wisconsin
$1.34M +$1.34M +11,222 New
GVAG
162
Great Valley Advisor Group
Delaware
$1.32M -$259K -2,166 -16%
GRP
163
Global Retirement Partners
California
$1.3M +$11.6K +97 +0.9%
BP
164
Ballentine Partners
Massachusetts
$1.28M – – –
M&T Bank
165
M&T Bank
New York
$1.28M -$4.18K -35 -0.3%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M -$74.5K -623 -6%
SCA
167
Snowden Capital Advisors
New York
$1.08M – – –
HNWAG
168
High Net Worth Advisory Group
Florida
$1.05M +$204K +1,711 +24%
SPC
169
Sigma Planning Corp
Michigan
$1.04M +$540K +4,518 +108%
PSB
170
Passumpsic Savings Bank
Vermont
$1.04M +$1.04M +8,685 New
Cerity Partners
171
Cerity Partners
New York
$1.02M +$296K +2,478 +41%
IWC
172
Integrated Wealth Concepts
Massachusetts
$1.01M -$1.17M -9,796 -54%
AG
173
Ascent Group
Virginia
$972K +$2.03K +17 +0.2%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$968K -$598K -5,008 -38%
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$952K +$952K +7,962 New
5 6
7
8 9