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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.04B
2
MFG
Merit Financial Group
Georgia
$32.2M
3
NRA
NSI Retail Advisors
Pennsylvania
$28.2M
4
CA
CSM Advisors
Pennsylvania
$28.2M
5
Bank of America
Bank of America
North Carolina
$466M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$15.3M
2
LNC
Lincoln National Corp
Pennsylvania
$202M
3
BFG
Bouchey Financial Group
New York
$0
4
SAMT
Select Asset Management & Trust
Pennsylvania
$14.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
226
TrustCore Financial Services
Tennessee
$249K +$239K +2,233 +2,481%
Cerity Partners
227
Cerity Partners
New York
$248K +$248K +2,308 New
VWA
228
Visionary Wealth Advisors
Illinois
$247K -$26.6K -248 -10%
SWM
229
Spire Wealth Management
Virginia
$245K -$23K -214 -9%
JBA
230
Johnson Bixby & Associates
Washington
$231K +$12.1K +113 +6%
PMG
231
ProVise Management Group
Florida
$231K +$231K +2,155 New
WA
232
WBH Advisory
Maryland
$229K +$1.05K +10 +0.5%
JF
233
JSF Financial
California
$227K +$227K +2,119 New
Bank of New York Mellon
234
Bank of New York Mellon
New York
$222K -$99.8K -930 -31%
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$218K +$7.53K +70 +4%
AGA
236
Arkos Global Advisors
Texas
$217K +$217K +2,020 New
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$215K -$114K -1,058 -35%
CM
238
Cornerstone Management
Georgia
$206K – – –
JSC
239
Jackson Square Capital
California
$200K +$200K +1,866 New
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$190K – – –
PA
241
Parallel Advisors
California
$163K – – –
Citigroup
242
Citigroup
New York
$155K -$10.8K -100 -6%
CIAS
243
Capital Investment Advisory Services
North Carolina
$153K -$5.35K -50 -3%
MA
244
MUFG Americas
New York
$134K +$134K +1,246 New
GRP
245
Global Retirement Partners
California
$120K +$120K +1,174 New
DI
246
Disciplined Investments
Oklahoma
$116K -$9.62K -90 -8%
AWM
247
Aspire Wealth Management
Massachusetts
$111K – – –
KFI
248
Key Financial Inc
Pennsylvania
$106K +$106K +987 New
HWM
249
Holloway Wealth Management
Florida
$105K -$104K – –
BFEC
250
Benjamin F. Edwards & Company
Missouri
$102K – – –
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