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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$74.2M
2
Morgan Stanley
Morgan Stanley
New York
+$18.9M
3
LPL Financial
LPL Financial
California
+$11.6M
4
Ameriprise
Ameriprise
Minnesota
+$10.2M
5
MIC
Means Investment Company
Maine
+$6.11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
AssetMark Inc
AssetMark Inc
California
-$31M
3
SIA
Strategic Investment Advisors
Michigan
-$24.1M
4
SVCP
Silicon Valley Capital Partners
California
-$23.4M
5
BIM
Bullseye Investment Management
Ohio
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
226
Bessemer Group
New Jersey
$342K – – –
FFW
227
Fusion Family Wealth
New York
$334K – – –
CAG
228
Csenge Advisory Group
Florida
$327K +$44.7K +441 +16%
CCWM
229
Cassaday & Co Wealth Management
Virginia
$323K – – –
CPA
230
Cardiff Park Advisors
California
$319K +$2.13K +21 +0.7%
SWM
231
Silverlake Wealth Management
Vermont
$311K +$53.5K +528 +21%
HH
232
Hilltop Holdings
Texas
$310K +$4.66K +46 +2%
C
233
Certuity
Florida
$307K – – –
ST
234
Spinnaker Trust
Maine
$305K – – –
SB
235
Strategic Blueprint
Georgia
$297K – – –
RLWM
236
RF&L Wealth Management
Massachusetts
$296K +$296K +2,922 New
PWMG
237
Prestige Wealth Management Group
New Jersey
$286K – – –
Corient Private Wealth
238
Corient Private Wealth
Florida
$282K -$120K -1,180 -30%
AR
239
Apeiron RIA
Texas
$281K – – –
CCA
240
Column Capital Advisors
Indiana
$280K – – –
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$276K -$602K -5,937 -69%
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$274K – – –
AFG
243
AFS Financial Group
Maryland
$274K – – –
FA
244
Financial Alternatives
California
$274K – – –
ORC
245
O'Rourke & Company
Massachusetts
$272K +$2.84K +28 +1%
PP
246
PrairieView Partners
Minnesota
$262K – – –
RWA
247
Ropes Wealth Advisors
Massachusetts
$262K +$262K +2,581 New
Lido Advisors
248
Lido Advisors
California
$258K +$258K +2,544 New
HI
249
Harbour Investments
Wisconsin
$256K +$38.7K +382 +18%
MFA
250
McClarren Financial Advisors
Pennsylvania
$255K -$5.26K -52 -2%
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