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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 %
CAG
201
Csenge Advisory Group
Florida
$740K -$5.45K -46 -0.7%
NMM
202
Naples Money Management
Florida
$739K +$10.4K +88 +1%
MOS
203
MGO One Seven
Ohio
$736K +$114K +961 +18%
SG
204
StoneX Group
New York
$720K +$77K +646 +12%
PP
205
Pegasus Partners
Wisconsin
$713K – – –
VC
206
Vicus Capital
Pennsylvania
$703K -$4.27K -36 -0.6%
USCWA
207
U.S. Capital Wealth Advisors
Texas
$701K +$47.6K +402 +7%
GFG
208
Goldstone Financial Group
Illinois
$698K -$49.5K -418 -7%
CWP
209
Cyndeo Wealth Partners
Florida
$692K +$354K +2,990 +105%
CWM
210
Collaborative Wealth Management
Florida
$688K – – –
VWA
211
Visionary Wealth Advisors
Illinois
$677K -$948 -8 -0.1%
MAM
212
Mainsail Asset Management
Alabama
$663K -$36.7K -310 -5%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$660K +$4.86K +41 +0.7%
CCM
214
Colorado Capital Management
Colorado
$659K +$659K +5,557 New
GIA
215
Gladstone Institutional Advisory
Florida
$634K – – –
MCM
216
MidAtlantic Capital Management
Virginia
$632K – – –
CGFA
217
Colton Groome Financial Advisors
North Carolina
$623K -$2.96K -25 -0.5%
JIC
218
Johnson Investment Counsel
Ohio
$619K -$35.5K -300 -5%
LCM
219
Lazari Capital Management
California
$613K – – –
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$604K – – –
WBG
221
Wharton Business Group
Pennsylvania
$598K – – –
P
222
&Partners
Tennessee
$591K +$166K +1,402 +39%
TC
223
TownSquare Capital
Utah
$588K +$588K +4,959 New
ORC
224
O'Rourke & Company
Massachusetts
$587K +$142K +1,195 +32%
AWA
225
Arkadios Wealth Advisors
Georgia
$577K -$2.01K -17 -0.3%
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