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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.24B
2
SIA
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
BIM
Bullseye Investment Management
Ohio
$11M
5
ONB
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
Beacon Pointe Advisors
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
226
Peak Financial Advisors
Colorado
$349K -$4.71M -45,407 -93%
TRCT
227
Tower Research Capital (TRC)
New York
$345K +$340K +3,279 +7,807%
SAM
228
Secure Asset Management
Michigan
$344K +$2.18K +21 +0.6%
FFW
229
Fusion Family Wealth
New York
$341K – – –
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$338K -$212K -2,040 -38%
CCWM
231
Cassaday & Co Wealth Management
Virginia
$330K +$330K +3,181 New
CPA
232
Cardiff Park Advisors
California
$324K +$2.08K +20 +0.6%
GSIAS
233
Garden State Investment Advisory Services
New Jersey
$323K -$19.8K -191 -6%
C
234
Certuity
Florida
$315K -$3.11K -30 -1%
HH
235
Hilltop Holdings
Texas
$312K +$60.4K +582 +24%
ST
236
Spinnaker Trust
Maine
$312K – – –
DI
237
DFPG Investments
Utah
$307K +$307K +2,910 New
SB
238
Strategic Blueprint
Georgia
$304K -$14K -135 -4%
NA
239
NewEdge Advisors
Louisiana
$304K +$14.4K +139 +5%
PWMG
240
Prestige Wealth Management Group
New Jersey
$293K – – –
VAS
241
Vestmark Advisory Solutions
Massachusetts
$291K +$291K +2,804 New
CAG
242
Csenge Advisory Group
Florida
$289K -$154K -1,481 -35%
AR
243
Apeiron RIA
Texas
$288K – – –
CCA
244
Column Capital Advisors
Indiana
$286K – – –
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$281K – – –
AFG
246
AFS Financial Group
Maryland
$281K – – –
FA
247
Financial Alternatives
California
$280K – – –
ORC
248
O'Rourke & Company
Massachusetts
$276K +$10.5K +101 +4%
PP
249
PrairieView Partners
Minnesota
$268K – – –
MFA
250
McClarren Financial Advisors
Pennsylvania
$267K +$1.87K +18 +0.7%
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