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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 %
LFAS
201
Level Four Advisory Services
Texas
$931K +$68.2K +539 +8%
WCM
202
Wealthcare Capital Management
Virginia
$923K -$67K -522 -7%
OWM
203
OneAscent Wealth Management
Alabama
$911K +$911K +7,102 New
HH
204
Hilltop Holdings
Texas
$911K +$41.8K +326 +5%
RWP
205
RWA Wealth Partners
Massachusetts
$908K +$13.2K +103 +1%
CGA
206
Crescent Grove Advisors
Illinois
$905K – – –
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$881K +$385 +3 +0%
OPS
208
Orion Portfolio Solutions
Nebraska
$871K +$313K +2,438 +56%
BCI
209
Brinker Capital Investments
Pennsylvania
$871K +$313K +2,438 +56%
BFAG
210
Blackston Financial Advisory Group
Florida
$857K +$857K +6,684 New
CCWM
211
Cassaday & Co Wealth Management
Virginia
$855K +$49.6K +387 +6%
WP
212
Westmount Partners
California
$850K – – –
SG
213
StoneX Group
New York
$843K +$68.2K +532 +9%
Corient Private Wealth
214
Corient Private Wealth
Florida
$835K +$15.4K +120 +2%
FFA
215
Florida Financial Advisors
Florida
$827K +$286K +2,228 +53%
USCWA
216
U.S. Capital Wealth Advisors
Texas
$819K +$59.7K +465 +8%
NMM
217
Naples Money Management
Florida
$802K -$128 -1 -0%
MOS
218
MGO One Seven
Ohio
$801K +$4.11K +32 +0.5%
CAG
219
Csenge Advisory Group
Florida
$795K -$16.2K -125 -2%
PP
220
Pegasus Partners
Wisconsin
$772K – – –
VC
221
Vicus Capital
Pennsylvania
$770K +$8.59K +67 +1%
JWCA
222
J.W. Cole Advisors
Florida
$743K -$380K -2,965 -34%
VWA
223
Visionary Wealth Advisors
Illinois
$742K +$9.24K +72 +1%
CWM
224
Collaborative Wealth Management
Florida
$733K -$11.2K -87 -1%
WP
225
WMS Partners
Maryland
$728K +$390K +3,039 +115%
7 8
9
10 11