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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
$1.59B
2
LPL Financial
LPL Financial
California
$119M
3
Ameriprise
Ameriprise
Minnesota
$132M
4
QFA
Quattro Financial Advisors
Texas
$10.6M
5
Morgan Stanley
Morgan Stanley
New York
$304M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$444M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$182M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$148M
4
Osaic Holdings
Osaic Holdings
Arizona
$47M
5
BWP
BSW Wealth Partners
Colorado
$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
151
Arkos Global Advisors
Texas
$1.64M – – –
MGIA
152
Matthew Goff Investment Advisor
Texas
$1.6M – – –
EWA
153
EP Wealth Advisors
California
$1.51M -$362K -3,059 -19%
DAS
154
Diversify Advisory Services
Utah
$1.5M +$6.89K +58 +0.5%
SWP
155
Stratos Wealth Partners
Ohio
$1.46M +$85.7K +723 +6%
NA
156
NewEdge Advisors
Louisiana
$1.43M +$44.9K +379 +3%
PA
157
Procyon Advisors
Connecticut
$1.39M +$47.6K +402 +4%
GVAG
158
Great Valley Advisor Group
Delaware
$1.38M +$73.5K +620 +6%
MGIA
159
Moneta Group Investment Advisors
Missouri
$1.37M -$644K -5,433 -32%
BC
160
Bowman & Company
Wisconsin
$1.35M +$19.2K +162 +1%
GAM
161
Gotham Asset Management
New York
$1.35M +$7.11K +60 +0.5%
Jones Financial Companies
162
Jones Financial Companies
Missouri
$1.29M +$726K +6,127 +128%
GRP
163
Global Retirement Partners
California
$1.28M -$11.4K -96 -0.9%
BP
164
Ballentine Partners
Massachusetts
$1.27M – – –
M&T Bank
165
M&T Bank
New York
$1.21M -$55.3K -467 -4%
PSB
166
Passumpsic Savings Bank
Vermont
$1.18M +$148K +1,245 +14%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M +$6.4K +54 +0.6%
Renaissance Technologies
168
Renaissance Technologies
New York
$1.16M -$2.86M -24,100 -71%
SCA
169
Snowden Capital Advisors
New York
$1.08M – – –
KPWS
170
Kestra Private Wealth Services
Texas
$1.08M +$1.08M +9,074 New
SPC
171
Sigma Planning Corp
Michigan
$1.06M +$22K +186 +2%
HNWAG
172
High Net Worth Advisory Group
Florida
$1.04M – – –
JWCA
173
J.W. Cole Advisors
Florida
$1.04M -$452K -3,812 -30%
CP
174
Creekside Partners
California
$1.01M +$1.01M +8,544 New
IWC
175
Integrated Wealth Concepts
Massachusetts
$984K -$17.1K -144 -2%
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7
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