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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.04B
2
MFG
Merit Financial Group
Georgia
$32.2M
3
NRA
NSI Retail Advisors
Pennsylvania
$28.2M
4
CA
CSM Advisors
Pennsylvania
$28.2M
5
Bank of America
Bank of America
North Carolina
$466M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$15.3M
2
LNC
Lincoln National Corp
Pennsylvania
$202M
3
BFG
Bouchey Financial Group
New York
$0
4
SAMT
Select Asset Management & Trust
Pennsylvania
$14.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
251
MV Capital Management
Maryland
$100K – – –
AFS
252
Annapolis Financial Services
Maryland
$99K +$59.9K +557 +153%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$90K +$68.2K +625 +313%
MAM
254
Meeder Asset Management
Ohio
$88K +$88K +822 New
CPFP
255
Clear Perspectives Financial Planning
Ohio
$84K +$84K +785 New
MCC
256
Money Concepts Capital
Florida
$80K +$80K +743 New
CA
257
Clearstead Advisors
Ohio
$68K – – –
APC
258
Aspire Private Capital
North Carolina
$64K – – –
BA
259
Bellwether Advisors
Nebraska
$61K -$2.66K -25 -4%
S
260
SignatureFD
Georgia
$55K +$18.4K +172 +50%
CFGS
261
Concourse Financial Group Securities
Alabama
$54K -$92.9K -872 -63%
COCM
262
Charter Oak Capital Management
New Hampshire
$54K – – –
GWM
263
Geneos Wealth Management
Colorado
$52K – – –
AWM
264
Accel Wealth Management
Iowa
$51K – – –
FA
265
Financial Avengers
California
$43K – – –
FPFS
266
First Personal Financial Services
North Carolina
$43K – – –
LPP
267
Life Planning Partners
Florida
$40K – – –
BAM
268
Baldrige Asset Management
Pennsylvania
$37K – – –
MFA
269
McClarren Financial Advisors
Pennsylvania
$37K – – –
Franklin Resources
270
Franklin Resources
California
$29K – – –
LAS
271
Lloyd Advisory Services
Georgia
$29K +$29K +266 New
DSC
272
Duncker Streett & Co
Missouri
$27K – – –
TWC
273
TD Waterhouse Canada
Ontario, Canada
$26.6K – – –
GWSG
274
GPS Wealth Strategies Group
Colorado
$25K – – –
ACA
275
Aptus Capital Advisors
Alabama
$25K +$25K +230 New
9 10
11
12 13