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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Vanguard Mega Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+37
Holders Change %
+15.88%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
54
Increased
102
Reduced
69
Closed
12
Calls
$2.87M
Puts
$5M
Net Calls
-$2.13M
Net Calls Change
-$2.34M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$71M
2
SFA
Sequoia Financial Advisors
Ohio
+$27.2M
3
SC
Savant Capital
Illinois
+$14.9M
4
Bank of America
Bank of America
North Carolina
+$14.4M
5
KAS
Kestra Advisory Services
Texas
+$12.4M

Top Sellers

1
BFG
Bouchey Financial Group
New York
-$22.7M
2
SVCP
Silicon Valley Capital Partners
California
-$16.1M
3
BPA
Beacon Pointe Advisors
California
-$7.6M
4
SAMT
Select Asset Management & Trust
Pennsylvania
-$4.18M
5
CF
Clarity Financial
Texas
-$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
226
Holloway Wealth Management
Florida
$104K -$96K – –
BFEC
227
Benjamin F. Edwards & Company
Missouri
$102K +$102K +955 New
MCM
228
MV Capital Management
Maryland
$99K – – –
CA
229
Clearstead Advisors
Ohio
$68K +$68K +638 New
CWS
230
Confluence Wealth Services
Pennsylvania
$64K +$64K +601 New
APC
231
Aspire Private Capital
North Carolina
$63K – – –
BA
232
Bellwether Advisors
Nebraska
$63K +$2.63K +25 +4%
COCM
233
Charter Oak Capital Management
New Hampshire
$54K +$54K +503 New
GWM
234
Geneos Wealth Management
Colorado
$52K +$26.7K +250 +105%
AWM
235
Accel Wealth Management
Iowa
$50K -$4.34K -41 -8%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$48K -$10K -95 -17%
CFA
237
Carroll Financial Associates
North Carolina
$47K – – –
FPFS
238
First Personal Financial Services
North Carolina
$43K – – –
FA
239
Financial Avengers
California
$43K – – –
LPP
240
Life Planning Partners
Florida
$40K +$40K +376 New
AFS
241
Annapolis Financial Services
Maryland
$39K +$39K +364 New
MFA
242
McClarren Financial Advisors
Pennsylvania
$38K +$325 +3 +0.9%
BAM
243
Baldrige Asset Management
Pennsylvania
$37K – – –
S
244
SignatureFD
Georgia
$36K – – –
IA
245
IFP Advisors
Florida
$36K – – –
Franklin Resources
246
Franklin Resources
California
$29K -$1.12M -10,463 -97%
TWC
247
TD Waterhouse Canada
Ontario, Canada
$27.2K +$27.2K +197 New
DSC
248
Duncker Streett & Co
Missouri
$27K – – –
GWSG
249
GPS Wealth Strategies Group
Colorado
$25K – – –
HNB
250
Huntington National Bank
Ohio
$21K – – –
8 9
10
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