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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 %
CA
176
Calton & Associates
Florida
$1.42M +$76.6K +613 +6%
CSP
177
Cary Street Partners
Virginia
$1.41M +$1.41M +11,319 New
GAM
178
Gotham Asset Management
New York
$1.39M -$23.4K -187 -2%
AGA
179
Arkos Global Advisors
Texas
$1.39M -$337K -2,700 -20%
RWM
180
Revisor Wealth Management
Ohio
$1.38M +$423K +3,292 +44%
DAS
181
Diversify Advisory Services
Utah
$1.36M -$199K -1,607 -13%
OWM
182
OneAscent Wealth Management
Alabama
$1.35M +$466K +3,727 +52%
LI
183
LifeWealth Investments
Florida
$1.35M +$1.35M +10,817 New
GRP
184
Global Retirement Partners
California
$1.35M -$51.6K -413 -4%
BP
185
Ballentine Partners
Massachusetts
$1.34M – – –
KPWS
186
Kestra Private Wealth Services
Texas
$1.26M +$39K +312 +3%
M&T Bank
187
M&T Bank
New York
$1.2M -$76.2K -610 -6%
Vanguard Group
188
Vanguard Group
Pennsylvania
$1.16M +$100K +802 +9%
Citadel Advisors
189
Citadel Advisors
Florida
$1.15M +$576K +4,608 +99%
WSFS
190
Wilmington Savings Fund Society
Delaware
$1.14M +$947K +7,578 +483%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$1.14M +$1.14M +9,107 New
FA
192
Flagstar Advisors
New York
$1.14M +$82.6K +661 +8%
BFAG
193
Blackston Financial Advisory Group
Florida
$1.13M +$294K +2,352 +35%
SCA
194
Snowden Capital Advisors
New York
$1.13M – – –
WIA
195
World Investment Advisors
California
$1.12M +$123K +987 +12%
HNWAG
196
High Net Worth Advisory Group
Florida
$1.1M – – –
RWP
197
RWA Wealth Partners
Massachusetts
$1.09M +$203K +1,622 +23%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M -$150K -1,202 -12%
Cerity Partners
199
Cerity Partners
New York
$1.06M +$67.3K +539 +7%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$1.04M +$24.9K +199 +2%
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