MGV icon

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 %
BP
176
Ballentine Partners
Massachusetts
$1.37M – – –
SWM
177
Silverlake Wealth Management
Vermont
$1.37M +$426K +3,323 +45%
M&T Bank
178
M&T Bank
New York
$1.31M – – –
KPWS
179
Kestra Private Wealth Services
Texas
$1.26M +$93.3K +727 +8%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M -$6.41K -50 -0.5%
SPC
181
Sigma Planning Corp
Michigan
$1.23M +$85.4K +666 +7%
SCA
182
Snowden Capital Advisors
New York
$1.16M – – –
STA
183
Summit Trail Advisors
New York
$1.13M +$1.13M +8,820 New
HNWAG
184
High Net Worth Advisory Group
Florida
$1.13M – – –
RJT
185
Raymond James Trust
Florida
$1.09M +$74.9K +584 +7%
Vanguard Group
186
Vanguard Group
Pennsylvania
$1.09M +$116K +901 +12%
FA
187
Flagstar Advisors
New York
$1.08M +$33.6K +262 +3%
CCMG
188
Clark Capital Management Group
Pennsylvania
$1.06M +$104K +814 +11%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$1.04M +$62.3K +487 +6%
AG
190
Ascent Group
Virginia
$1.04M -$1.41K -11 -0.1%
WIA
191
World Investment Advisors
California
$1.02M +$1.02M +7,975 New
Cerity Partners
192
Cerity Partners
New York
$1.02M +$111K +868 +12%
HI
193
Hudock Inc
Pennsylvania
$1.01M +$7.83K +61 +0.8%
CA
194
CoreCap Advisors
Michigan
$965K +$965K +7,522 New
CWP
195
Cyndeo Wealth Partners
Florida
$952K +$202K +1,578 +27%
RWM
196
Revisor Wealth Management
Ohio
$950K -$62.9K -490 -6%
PWG
197
Private Wealth Group
Florida
$943K – – –
CA
198
Crane Advisory
California
$943K – – –
ACP
199
Aveo Capital Partners
Colorado
$941K -$2.95K -23 -0.3%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$931K -$76.5K -596 -8%
6 7
8
9 10