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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
$1.79B
2
Ameriprise
Ameriprise
Minnesota
$213M
3
DWM
Dechtman Wealth Management
Colorado
$27.1M
4
Bank of America
Bank of America
North Carolina
$483M
5
WA
Waverly Advisors
Alabama
$13.6M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
RWA
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
4
EPP
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$2.18M -$28.5K -228 -1%
CA
152
Cresta Advisors
Texas
$2.17M – – –
PA
153
PFG Advisors
Arizona
$2.13M +$40.2K +322 +2%
GVAG
154
Great Valley Advisor Group
Delaware
$2.13M +$526K +4,212 +33%
HIS
155
Horizon Investment Services
Indiana
$2.12M +$24K +192 +1%
FNBOO
156
First National Bank of Omaha
Nebraska
$2.12M +$5.62K +45 +0.3%
BOH
157
Bank of Hawaii
Hawaii
$2.09M -$42.3K -339 -2%
SWM
158
Silverlake Wealth Management
Vermont
$2M +$666K +5,330 +50%
HBW
159
Hazlett, Burt & Watson
West Virginia
$1.96M -$125K -1,003 -6%
HWA
160
Hilltop Wealth Advisors
North Carolina
$1.93M -$39.1K -313 -2%
SQA
161
Simon Quick Advisors
New Jersey
$1.93M +$999 +8 +0.1%
SPC
162
Sigma Planning Corp
Michigan
$1.92M +$721K +5,770 +60%
AAS
163
Ameritas Advisory Services
Nebraska
$1.91M +$285K +2,285 +18%
NWMP
164
Noble Wealth Management PBC
Colorado
$1.84M +$1.84M +14,693 New
OAJ
165
Ogorek Anthony Joseph
New York
$1.71M -$35K -280 -2%
FB
166
Finward Bancorp
Indiana
$1.67M +$1.67M +13,378 New
MGIA
167
Matthew Goff Investment Advisor
Texas
$1.66M -$19.4K -155 -1%
Northern Trust
168
Northern Trust
Illinois
$1.58M -$64.6K -517 -4%
PBF
169
Petix & Botte Financial
California
$1.56M -$406K -3,253 -21%
NA
170
NewEdge Advisors
Louisiana
$1.55M +$114K +909 +8%
PA
171
Procyon Advisors
Connecticut
$1.53M +$90.2K +722 +6%
EWA
172
EP Wealth Advisors
California
$1.52M -$40.7K -326 -3%
MGIA
173
Moneta Group Investment Advisors
Missouri
$1.47M +$28.7K +230 +2%
PSB
174
Passumpsic Savings Bank
Vermont
$1.45M +$103K +826 +8%
BC
175
Bowman & Company
Wisconsin
$1.45M +$8.12K +65 +0.6%
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