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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.

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
1
AssetMark Inc
California
$1.59B
2
LPL Financial
2
LPL Financial
California
$119M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
QFA
4
Quattro Financial Advisors
Texas
$10.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$304M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$444M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$182M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$148M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$47M
5
BWP
5
BSW Wealth Partners
Colorado
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.59B 13,420,705 +563,315 +4%
Bank of America
2
Bank of America
North Carolina
$444M 3,750,015 -146,148 -4%
Morgan Stanley
3
Morgan Stanley
New York
$304M 2,562,151 +88,309 +4%
LNC
4
Lincoln National Corp
Pennsylvania
$228M 1,923,968 -40,685 -2%
UBS Group
5
UBS Group
Switzerland
$213M 1,800,696 -4,153 -0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$182M 1,535,143 -140,794 -8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$148M 1,249,419 -129,262 -9%
Ameriprise
8
Ameriprise
Minnesota
$132M 1,113,480 +99,035 +10%
LPL Financial
9
LPL Financial
California
$119M 1,005,969 +348,936 +53%
SFA
10
Sequoia Financial Advisors
Ohio
$75.3M 635,796 +39,828 +7%
BDF
11
Black Diamond Financial
Maryland
$73.1M 616,892 +49,297 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$70.1M 591,713 +18,291 +3%
Wells Fargo
13
Wells Fargo
California
$70M 590,758 +5,362 +0.9%
HighTower Advisors
14
HighTower Advisors
Illinois
$68.2M 574,974 +7,454 +1%
MFG
15
Merit Financial Group
Georgia
$61.6M 519,548 +22,608 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$61.1M 515,716 +9,901 +2%
RJA
17
Raymond James & Associates
Florida
$60.1M 506,821 +14,355 +3%
MIC
18
Means Investment Company
Maine
$56.5M 477,157 +33,224 +7%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$54.2M 457,017 +23,538 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$47M 396,848 -92,912 -19%
PIA
21
Petredis Investment Advisors
Pennsylvania
$45.1M 380,912 -17,421 -4%
EPP
22
ETF Portfolio Partners
Kansas
$42.4M 357,668 +35,070 +11%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$39.4M 332,679 +22,133 +7%
KAS
24
Kestra Advisory Services
Texas
$35.3M 301,076 +7,267 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$30.7M 258,912 +16,767 +7%
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