MGV icon

Vanguard Mega Cap Value ETF

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
226
Virtue Capital Management
Tennessee
$406K +$206 +2 +0.1%
Renaissance Technologies
227
Renaissance Technologies
New York
$401K +$401K +3,900 New
OPS
228
Orion Portfolio Solutions
Nebraska
$385K +$385K +3,745 New
DWP
229
Destiny Wealth Partners
Florida
$380K -$10.8M -105,029 -97%
WS
230
Wedbush Securities
California
$370K +$370K +3,595 New
KIG
231
Kowal Investment Group
Wisconsin
$362K +$33.7K +328 +10%
VWA
232
V Wealth Advisors
Kansas
$358K
BAM
233
Belpointe Asset Management
Nevada
$349K -$411 -4 -0.1%
SWP
234
ShoreHaven Wealth Partners
New Jersey
$348K +$348K +3,385 New
Bessemer Group
235
Bessemer Group
New Jersey
$347K
GSIAS
236
Garden State Investment Advisory Services
New Jersey
$339K +$339K +3,295 New
FFW
237
Fusion Family Wealth
New York
$338K -$56.6K -550 -14%
SAM
238
Secure Asset Management
Michigan
$338K +$3.19K +31 +1%
BF
239
BOK Financial
Oklahoma
$327K +$327K +3,179 New
CA
240
CoreCap Advisors
Michigan
$325K +$325K +3,158 New
SB
241
Strategic Blueprint
Georgia
$324K -$1.54K -15 -0.5%
CPA
242
Cardiff Park Advisors
California
$318K +$3.19K +31 +1%
ST
243
Spinnaker Trust
Maine
$309K
PWMG
244
Prestige Wealth Management Group
New Jersey
$290K -$11.4K -111 -4%
AR
245
Apeiron RIA
Texas
$285K
CCA
246
Column Capital Advisors
Indiana
$284K
AFG
247
AFS Financial Group
Maryland
$278K +$278K +2,704 New
FA
248
Financial Alternatives
California
$278K +$278K +2,702 New
Corient Private Wealth
249
Corient Private Wealth
Florida
$275K +$275K +2,670 New
UF
250
Univest Financial
Pennsylvania
$273K