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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$336K -$515K -5,098 -61%
GSIAS
227
Garden State Investment Advisory Services
New Jersey
$333K +$606 +6 +0.2%
SAM
228
Secure Asset Management
Michigan
$333K +$1.62K +16 +0.5%
FFW
229
Fusion Family Wealth
New York
$332K – – –
CPA
230
Cardiff Park Advisors
California
$314K +$1.92K +19 +0.6%
SB
231
Strategic Blueprint
Georgia
$309K -$8.59K -85 -3%
C
232
Certuity
Florida
$309K +$309K +3,062 New
APS
233
American Planning Services
Florida
$304K +$304K +3,011 New
ST
234
Spinnaker Trust
Maine
$303K – – –
FHA
235
Flagship Harbor Advisors
Massachusetts
$295K +$91.6K +907 +45%
PWMG
236
Prestige Wealth Management Group
New Jersey
$285K – – –
NA
237
NewEdge Advisors
Louisiana
$282K -$13.1K -130 -4%
AR
238
Apeiron RIA
Texas
$280K – – –
CCA
239
Column Capital Advisors
Indiana
$279K – – –
AFG
240
AFS Financial Group
Maryland
$273K – – –
Kovitz Investment Group Partners
241
Kovitz Investment Group Partners
Illinois
$273K +$273K +2,705 New
FA
242
Financial Alternatives
California
$273K – – –
PP
243
PrairieView Partners
Minnesota
$261K – – –
TNB
244
Thomasville National Bank
Georgia
$258K – – –
ORC
245
O'Rourke & Company
Massachusetts
$258K +$59.7K +591 +30%
MFA
246
McClarren Financial Advisors
Pennsylvania
$255K -$200K -2,008 -44%
TP
247
Tranquility Partners
Tennessee
$253K – – –
WA
248
WBH Advisory
Maryland
$248K +$248K +2,453 New
SWM
249
Silverlake Wealth Management
Vermont
$247K +$247K +2,444 New
HH
250
Hilltop Holdings
Texas
$245K +$40.4K +400 +20%
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