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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
–
Net Calls
+$6.61M
Net Calls Change
+$1.31M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.54B
2
EPP
2
ETF Portfolio Partners
Kansas
$38.6M
3
MFG
3
Merit Financial Group
Georgia
$57.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$60.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.05M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$58.5M
3
BWP
3
BSW Wealth Partners
Colorado
$18.1M
4
CFD
4
Creative Financial Designs
Indiana
$3.91M
5
SW
5
SteelPeak Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.54B 12,857,390 +659,172 +5%
Bank of America
2
Bank of America
North Carolina
$466M 3,896,163 +20,859 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$296M 2,473,842 -2,457,622 -50%
LNC
4
Lincoln National Corp
Pennsylvania
$235M 1,964,653 -17,532 -0.9%
UBS Group
5
UBS Group
Switzerland
$216M 1,804,849 -4,221 -0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$200M 1,675,937 -350 -0%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$165M 1,378,681 +5,810 +0.4%
Ameriprise
8
Ameriprise
Minnesota
$121M 1,014,445 -26,303 -3%
LPL Financial
9
LPL Financial
California
$78.5M 657,033 -35,652 -5%
SFA
10
Sequoia Financial Advisors
Ohio
$71.2M 595,968 +52,053 +10%
Wells Fargo
11
Wells Fargo
California
$70M 585,396 +32,781 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$68.5M 573,422 +19,147 +3%
HighTower Advisors
13
HighTower Advisors
Illinois
$67.9M 567,520 +40,201 +8%
BDF
14
Black Diamond Financial
Maryland
$62.1M 567,595 – –
MML Investors Services
15
MML Investors Services
Massachusetts
$60.5M 505,815 +147,115 +41%
RJA
16
Raymond James & Associates
Florida
$58.9M 492,466 +4,573 +0.9%
Osaic Holdings
17
Osaic Holdings
Arizona
$58.5M 489,760 -635,082 -56%
MFG
18
Merit Financial Group
Georgia
$57.5M 496,940 +177,318 +55%
MIC
19
Means Investment Company
Maine
$53.1M 443,933 +54,473 +14%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$51.8M 433,479 -18,428 -4%
PIA
21
Petredis Investment Advisors
Pennsylvania
$47.6M 398,333 +7,834 +2%
EPP
22
ETF Portfolio Partners
Kansas
$38.6M 322,598 +213,548 +196%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$37.1M 310,546 +5,753 +2%
KAS
24
Kestra Advisory Services
Texas
$35.1M 293,809 +13,464 +5%
BWP
25
Bernardo Wealth Planning
Pennsylvania
$30.7M 256,791 +11,332 +5%
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