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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Vanguard Mega Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+37
Holders Change %
+15.88%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
54
Increased
102
Reduced
69
Closed
12
Calls
$2.87M
Puts
$5M
Net Calls
-$2.13M
Net Calls Change
-$2.34M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$958M
2
SFA
Sequoia Financial Advisors
Ohio
$40M
3
SC
Savant Capital
Illinois
$25.6M
4
Bank of America
Bank of America
North Carolina
$436M
5
KAS
Kestra Advisory Services
Texas
$16.4M

Top Sellers

1
BFG
Bouchey Financial Group
New York
$11.3M
2
SVCP
Silicon Valley Capital Partners
California
$2.1M
3
BPA
Beacon Pointe Advisors
California
$50.1M
4
SAMT
Select Asset Management & Trust
Pennsylvania
$21.4M
5
CF
Clarity Financial
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$21K – – –
TC
252
Truvestments Capital
Florida
$18K +$18K +168 New
RPCONE
253
Retirement Planning Company of New England
Rhode Island
$16K +$16K +150 New
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K – – –
EIP
255
Ellis Investment Partners
Pennsylvania
$14K +$106 +1 +0.8%
FCT
256
First Community Trust
Iowa
$12.8K +$12.8K +120 New
TFGT
257
TS Financial Group (TSFG)
Illinois
$11K – – –
FFA
258
Founders Financial Alliance
North Carolina
$11K +$11K +105 New
GEA
259
Glen Eagle Advisors
New Jersey
$10.1K +$10.1K +95 New
TFS
260
TrustCore Financial Services
Tennessee
$10K -$173K -1,557 -95%
CG
261
Cutler Group
California
$10K +$10K +100 New
RG
262
Retirement Group
California
$7K +$113 +1 +2%
CWM
263
CarsonAllaria Wealth Management
Illinois
$6K +$6K +52 New
AF
264
Advisornet Financial
Minnesota
$6K +$6K +54 New
PIP
265
Peachtree Investment Partners
Florida
$5K +$5K +50 New
BlackRock
266
BlackRock
New York
$3K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$3K – – –
AWM
268
AllSquare Wealth Management
New York
$3K – – –
GFPC
269
Global Financial Private Client
Florida
$1.5K – – –
RIM
270
Rockbridge Investment Management
New York
$1K +$1K +8 New
CFCI
271
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1K +16 New
FHC
272
First Heartland Consultants
Missouri
$515 – – –
BMCM
273
Burns Matteson Capital Management
New York
– -$45K -44,985 Closed
CF
274
Clarity Financial
Texas
– -$2.33M -23,804 Closed
W
275
WealthOne
New York
– -$746K -7,622 Closed
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