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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
–
Net Calls
+$5.3M
Net Calls Change
+$3.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$539M
2
AssetMark Inc
2
AssetMark Inc
California
$1.33B
3
SAM
3
Smartleaf Asset Management
Massachusetts
$22.6M
4
Ameriprise
4
Ameriprise
Minnesota
$114M
5
HI
5
Harbour Investments
Wisconsin
$16.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$183M
2
PA
2
Procyon Advisors
Connecticut
$2.64M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$117K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$49.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.33B 12,198,218 +572,217 +5%
Morgan Stanley
2
Morgan Stanley
New York
$539M 4,931,464 +2,275,017 +86%
Bank of America
3
Bank of America
North Carolina
$424M 3,875,304 -14,723 -0.4%
LNC
4
Lincoln National Corp
Pennsylvania
$217M 1,982,185 +56,327 +3%
UBS Group
5
UBS Group
Switzerland
$198M 1,809,070 +46,398 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$183M 1,676,287 -110,668 -6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$150M 1,372,871 -61,642 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$123M 1,124,842 -48,146 -4%
Ameriprise
9
Ameriprise
Minnesota
$114M 1,040,748 +168,549 +19%
LPL Financial
10
LPL Financial
California
$75.8M 692,685 -45,004 -6%
BDF
11
Black Diamond Financial
Maryland
$62.1M 567,595 +17,342 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$60.6M 554,275 +22,811 +4%
Wells Fargo
13
Wells Fargo
California
$60.4M 552,615 +24,192 +5%
SFA
14
Sequoia Financial Advisors
Ohio
$59.5M 543,915 +79,958 +17%
HighTower Advisors
15
HighTower Advisors
Illinois
$57.7M 527,319 +60,699 +13%
RJA
16
Raymond James & Associates
Florida
$53.4M 487,893 +69,937 +17%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$49.4M 451,907 -68,751 -13%
PIA
18
Petredis Investment Advisors
Pennsylvania
$42.7M 390,499 +31,119 +9%
MIC
19
Means Investment Company
Maine
$42.6M 389,460 +66,981 +21%
MML Investors Services
20
MML Investors Services
Massachusetts
$39.2M 358,700 -12,982 -3%
MFG
21
Merit Financial Group
Georgia
$35M 319,622 +73,223 +30%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$33.3M 304,793 +12,214 +4%
BWP
23
BSW Wealth Partners
Colorado
$32M 292,976 -7,383 -2%
KAS
24
Kestra Advisory Services
Texas
$30.7M 280,345 +85,138 +44%
GA
25
Greytown Advisors
Florida
$27.7M 253,420 -21,393 -8%
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