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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 %
FA
176
Flagstar Advisors
New York
$974K +$152K +1,273 +18%
AG
177
Ascent Group
Virginia
$961K -$2.61K -22 -0.3%
RJT
178
Raymond James Trust
Florida
$939K +$79.2K +668 +9%
RWM
179
Revisor Wealth Management
Ohio
$936K -$890K -7,514 -49%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$931K -$12.4K -105 -1%
HI
181
Hudock Inc
Pennsylvania
$921K -$3.44K -29 -0.4%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$917K +$20.8K +174 +2%
WCM
183
Wealthcare Capital Management
Virginia
$915K -$19.9K -168 -2%
Citadel Advisors
184
Citadel Advisors
Florida
$909K +$909K +7,669 New
Vanguard Group
185
Vanguard Group
Pennsylvania
$897K +$59K +498 +7%
CCMG
186
Clark Capital Management Group
Pennsylvania
$879K +$303K +2,558 +53%
CA
187
Crane Advisory
California
$875K -$5.69K -48 -0.6%
ACP
188
Aveo Capital Partners
Colorado
$872K -$5.21K -44 -0.6%
PWG
189
Private Wealth Group
Florida
$871K – – –
SWM
190
Silverlake Wealth Management
Vermont
$868K +$303K +2,560 +54%
CGA
191
Crescent Grove Advisors
Illinois
$841K – – –
Cerity Partners
192
Cerity Partners
New York
$839K -$175K -1,477 -17%
RWP
193
RWA Wealth Partners
Massachusetts
$826K +$948 +8 +0.1%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$816K -$146K -1,231 -15%
LFAS
195
Level Four Advisory Services
Texas
$808K -$30.7K -259 -4%
HH
196
Hilltop Holdings
Texas
$803K +$68.7K +580 +9%
IA
197
IFP Advisors
Florida
$790K +$285K +2,407 +57%
WP
198
Westmount Partners
California
$783K – – –
Corient Private Wealth
199
Corient Private Wealth
Florida
$757K -$40.9K -345 -5%
CCWM
200
Cassaday & Co Wealth Management
Virginia
$744K +$358K +3,019 +93%
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