MGV icon

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.

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
1
AssetMark Inc
California
$1.79B
2
Ameriprise
2
Ameriprise
Minnesota
$176M
3
Morgan Stanley
3
Morgan Stanley
New York
$361M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$25.6M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$25M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$250K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$59.5M
3
LPL Financial
3
LPL Financial
California
$115M
4
SVCP
4
Silicon Valley Capital Partners
California
$4.97M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.79B 13,969,433 +548,728 +4%
Bank of America
2
Bank of America
North Carolina
$481M 3,747,774 -2,241 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$361M 2,811,135 +248,984 +10%
LNC
4
Lincoln National Corp
Pennsylvania
$247M 1,928,581 +4,613 +0.2%
UBS Group
5
UBS Group
Switzerland
$231M 1,798,818 -1,878 -0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$199M 1,549,831 +14,688 +1%
Ameriprise
7
Ameriprise
Minnesota
$176M 1,373,587 +260,107 +23%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$162M 1,260,757 +11,338 +0.9%
LPL Financial
9
LPL Financial
California
$115M 899,191 -106,778 -11%
BDF
10
Black Diamond Financial
Maryland
$88.5M 690,138 +73,246 +12%
SFA
11
Sequoia Financial Advisors
Ohio
$82.9M 646,158 +10,362 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$78.1M 608,550 +16,837 +3%
Wells Fargo
13
Wells Fargo
California
$77M 600,201 +9,443 +2%
MFG
14
Merit Financial Group
Georgia
$69.3M 540,355 +20,807 +4%
RJA
15
Raymond James & Associates
Florida
$67.2M 524,029 +17,208 +3%
MIC
16
Means Investment Company
Maine
$65.1M 507,550 +30,393 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$59.5M 463,703 -111,271 -19%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$58.5M 456,034 -983 -0.2%
MML Investors Services
19
MML Investors Services
Massachusetts
$58.3M 454,247 -61,469 -12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$51M 397,866 +65,187 +20%
PIA
21
Petredis Investment Advisors
Pennsylvania
$48.8M 380,098 -814 -0.2%
EPP
22
ETF Portfolio Partners
Kansas
$45.6M 355,806 -1,862 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$43.3M 337,797 -59,051 -15%
KAS
24
Kestra Advisory Services
Texas
$38.4M 299,634 -1,442 -0.5%
Stifel Financial
25
Stifel Financial
Missouri
$35.9M 279,603 +30,547 +12%
1
2 3 4 5