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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$84.2M
2
AssetMark Inc
2
AssetMark Inc
California
$1.79B
3
Ameriprise
3
Ameriprise
Minnesota
$213M
4
DWM
4
Dechtman Wealth Management
Colorado
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$483M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$212K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$175M
4
EPP
4
ETF Portfolio Partners
Kansas
$31.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.79B 14,337,204 +367,771 +3%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$859M 6,873 +2 +0%
Bank of America
3
Bank of America
North Carolina
$483M 3,870,186 +122,412 +3%
Morgan Stanley
4
Morgan Stanley
New York
$355M 2,843,816 +32,681 +1%
UBS Group
5
UBS Group
Switzerland
$221M 1,769,597 -29,221 -2%
Ameriprise
6
Ameriprise
Minnesota
$213M 1,703,299 +329,712 +24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$175M 1,398,665 -151,166 -10%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$158M 1,266,543 +5,786 +0.5%
LPL Financial
9
LPL Financial
California
$119M 953,263 +54,072 +6%
BDF
10
Black Diamond Financial
Maryland
$87.6M 701,296 +11,158 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$84.2M 673,711 +673,711 New
SFA
12
Sequoia Financial Advisors
Ohio
$77.6M 620,923 -25,235 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$76.4M 611,831 +3,281 +0.5%
Wells Fargo
14
Wells Fargo
California
$76.1M 609,304 +9,103 +2%
MFG
15
Merit Financial Group
Georgia
$72.8M 582,474 +42,119 +8%
MIC
16
Means Investment Company
Maine
$63.3M 506,470 -1,080 -0.2%
HighTower Advisors
17
HighTower Advisors
Illinois
$58.7M 470,111 +6,408 +1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$57.5M 460,163 +4,129 +0.9%
MML Investors Services
19
MML Investors Services
Massachusetts
$52.3M 418,774 -35,473 -8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$48.8M 390,956 -6,910 -2%
PIA
21
Petredis Investment Advisors
Pennsylvania
$44.6M 356,811 -23,287 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$44.2M 353,467 +15,670 +5%
KAS
23
Kestra Advisory Services
Texas
$38.6M 309,372 +9,738 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$36.5M 292,402 +13,652 +5%
Stifel Financial
25
Stifel Financial
Missouri
$35.7M 285,721 +6,118 +2%
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