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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$273M
2
AssetMark Inc
AssetMark Inc
California
+$31.7M
3
Bank of America
Bank of America
North Carolina
+$22.2M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$21.3M
5
MFG
Merit Financial Group
Georgia
+$19.5M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
-$28.2M
2
NRA
NSI Retail Advisors
Pennsylvania
-$28.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$13.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.6M
5
LNC
Lincoln National Corp
Pennsylvania
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
CoreCap Advisors
Michigan
$166K +$166K +1,727 New
Qube Research & Technologies (QRT)
252
Qube Research & Technologies (QRT)
United Kingdom
$146K -$332K -3,449 -69%
PA
253
Parallel Advisors
California
$144K – – –
Citigroup
254
Citigroup
New York
$139K +$96 +1 +0.1%
CIAS
255
Capital Investment Advisory Services
North Carolina
$137K – – –
GM
256
GeoWealth Management
Illinois
$133K -$2.8M -29,380 -95%
GRP
257
Global Retirement Partners
California
$113K +$192 +2 +0.2%
DI
258
Disciplined Investments
Oklahoma
$99K -$4.98K -52 -5%
AWM
259
Aspire Wealth Management
Massachusetts
$99K – – –
KFI
260
Key Financial Inc
Pennsylvania
$96K – – –
PTC
261
Private Trust Company
Ohio
$93K +$93K +968 New
BFEC
262
Benjamin F. Edwards & Company
Missouri
$92K – – –
S
263
SignatureFD
Georgia
$91K +$41.4K +428 +83%
MCM
264
MV Capital Management
Maryland
$89K – – –
HNB
265
Huntington National Bank
Ohio
$70K -$21K – –
CA
266
Clearstead Advisors
Ohio
$61K – – –
APC
267
Aspire Private Capital
North Carolina
$57K – – –
BA
268
Bellwether Advisors
Nebraska
$55K – – –
GWM
269
Geneos Wealth Management
Colorado
$53K +$6.24K +65 +13%
CFGS
270
Concourse Financial Group Securities
Alabama
$49K – – –
COCM
271
Charter Oak Capital Management
New Hampshire
$48K – – –
BCWM
272
Bartlett & Co Wealth Management
Ohio
$46.5K +$46.5K +483 New
AWM
273
Accel Wealth Management
Iowa
$46K – – –
BC
274
Bartlett & Co
Ohio
$46K +$46K +483 New
FPFS
275
First Personal Financial Services
North Carolina
$38K – – –
9 10
11
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