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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
201
CoreCap Advisors
Michigan
$1.02M +$75.8K +607 +8%
AG
202
Ascent Group
Virginia
$1M -$8.24K -66 -0.8%
CCMG
203
Clark Capital Management Group
Pennsylvania
$999K -$29.1K -233 -3%
VWA
204
VSM Wealth Advisory
Maryland
$994K +$994K +7,954 New
CWP
205
Cyndeo Wealth Partners
Florida
$930K +$3K +24 +0.3%
CA
206
Crane Advisory
California
$927K – – –
PWG
207
Private Wealth Group
Florida
$919K – – –
HI
208
Hudock Inc
Pennsylvania
$916K -$62.2K -498 -6%
Corient Private Wealth
209
Corient Private Wealth
Florida
$910K +$569K +10,862 +167%
ACP
210
Aveo Capital Partners
Colorado
$909K -$6.75K -54 -0.7%
LFAS
211
Level Four Advisory Services
Texas
$908K -$11.5K -92 -1%
HH
212
Hilltop Holdings
Texas
$905K +$18.4K +147 +2%
CGA
213
Crescent Grove Advisors
Illinois
$881K – – –
Renaissance Technologies
214
Renaissance Technologies
New York
$874K -$2.06M -16,500 -70%
SG
215
StoneX Group
New York
$870K +$49.5K +396 +6%
GK
216
Graney & King
New York
$868K +$868K +6,947 New
WCM
217
Wealthcare Capital Management
Virginia
$862K -$37.6K -301 -4%
BCI
218
Brinker Capital Investments
Pennsylvania
$845K -$3.12K -25 -0.4%
OPS
219
Orion Portfolio Solutions
Nebraska
$845K -$3.12K -25 -0.4%
Lido Advisors
220
Lido Advisors
California
$836K +$836K +6,697 New
CCWM
221
Cassaday & Co Wealth Management
Virginia
$833K – – –
WP
222
Westmount Partners
California
$828K – – –
JWCA
223
J.W. Cole Advisors
Florida
$814K +$90.4K +724 +13%
USCWA
224
U.S. Capital Wealth Advisors
Texas
$800K +$2.62K +21 +0.3%
FFA
225
Florida Financial Advisors
Florida
$789K -$16K -128 -2%
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