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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
6.08%
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
$1.79B
2
Ameriprise
Ameriprise
Minnesota
$176M
3
Morgan Stanley
Morgan Stanley
New York
$361M
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
$250K
2
HighTower Advisors
HighTower Advisors
Illinois
$59.5M
3
LPL Financial
LPL Financial
California
$115M
4
SVCP
Silicon Valley Capital Partners
California
$4.97M
5
MML Investors Services
MML Investors Services
Massachusetts
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$2.04M +$644K +5,038 +46%
HWA
152
Hilltop Wealth Advisors
North Carolina
$2.03M -$100K -782 -5%
PBF
153
Petix & Botte Financial
California
$2.02M +$6.67K +52 +0.3%
SQA
154
Simon Quick Advisors
New Jersey
$1.98M +$1.92K +15 +0.1%
CCM
155
Colorado Capital Management
Colorado
$1.8M +$1.09M +8,471 +152%
OAJ
156
Ogorek Anthony Joseph
New York
$1.79M -$95.8K -747 -5%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$1.78M +$1.48M +11,524 +491%
AGA
158
Arkos Global Advisors
Texas
$1.77M – – –
MGIA
159
Matthew Goff Investment Advisor
Texas
$1.73M +$385 +3 +0%
Northern Trust
160
Northern Trust
Illinois
$1.69M -$222K -1,727 -12%
AAS
161
Ameritas Advisory Services
Nebraska
$1.67M -$213K -1,663 -11%
GVAG
162
Great Valley Advisor Group
Delaware
$1.65M +$159K +1,240 +11%
IWC
163
Integrated Wealth Concepts
Massachusetts
$1.64M +$576K +4,489 +54%
DAS
164
Diversify Advisory Services
Utah
$1.63M -$7.9K -61 -0.5%
EWA
165
EP Wealth Advisors
California
$1.6M -$29.8K -232 -2%
UAG
166
United Advisor Group
Ohio
$1.53M +$1.53M +11,961 New
MGIA
167
Moneta Group Investment Advisors
Missouri
$1.48M -$1.28K -10 -0.1%
BC
168
Bowman & Company
Wisconsin
$1.48M +$17.3K +135 +1%
NA
169
NewEdge Advisors
Louisiana
$1.47M -$76.5K -596 -5%
PA
170
Procyon Advisors
Connecticut
$1.47M -$30.8K -240 -2%
GAM
171
Gotham Asset Management
New York
$1.46M -$3.08K -24 -0.2%
GRP
172
Global Retirement Partners
California
$1.43M +$48.6K +379 +4%
ACM
173
AlphaStar Capital Management
North Carolina
$1.41M +$1.41M +10,994 New
CA
174
Calton & Associates
Florida
$1.38M +$765K +5,962 +124%
PSB
175
Passumpsic Savings Bank
Vermont
$1.38M +$108K +845 +9%
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