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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.17B
2
SVCP
Silicon Valley Capital Partners
California
$33.6M
3
BWP
BSW Wealth Partners
Colorado
$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$66.3M
5
Bank of America
Bank of America
North Carolina
$491M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
Wells Fargo
California
$56.4M
3
AC
Avestar Capital
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$174M
5
DWP
Destiny Wealth Partners
Florida
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
251
Park Avenue Securities
New York
$266K -$33.4K -325 -11%
PP
252
PrairieView Partners
Minnesota
$266K – – –
TNB
253
Thomasville National Bank
Georgia
$263K – – –
MHS
254
M Holdings Securities
Oregon
$259K -$489K -4,749 -65%
TP
255
Tranquility Partners
Tennessee
$257K – – –
CGFA
256
Colton Groome Financial Advisors
North Carolina
$247K – – –
NHC
257
Nicholas Hoffman & Company
Georgia
$244K – – –
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
$242K – – –
JBA
259
Johnson Bixby & Associates
Washington
$233K -$1.95K -19 -0.8%
VVP
260
Venture Visionary Partners
Ohio
$232K – – –
VFPW
261
Vantage Financial Partners (Wisconsin)
Wisconsin
$231K -$22.9K -223 -9%
SPIA
262
Steward Partners Investment Advisory
New York
$229K – – –
NA
263
NewEdge Advisors
Louisiana
$228K +$228K +2,917 New
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$223K – – –
USCWA
265
U.S. Capital Wealth Advisors
Texas
$221K +$221K +2,147 New
HI
266
Harbour Investments
Wisconsin
$221K – – –
IWC
267
Integrated Wealth Concepts
Massachusetts
$216K +$216K +2,100 New
EP
268
Eudaimonia Partners
Tennessee
$213K +$213K +2,073 New
Bank of New York Mellon
269
Bank of New York Mellon
New York
$213K +$213K +2,069 New
NEPWA
270
New England Private Wealth Advisors
Massachusetts
$211K +$211K +2,051 New
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$211K +$211K +2,040 New
HH
272
Hilltop Holdings
Texas
$209K +$209K +2,029 New
FHA
273
Flagship Harbor Advisors
Massachusetts
$208K +$208K +2,018 New
ORC
274
O'Rourke & Company
Massachusetts
$202K +$202K +1,964 New
AWM
275
Accurate Wealth Management
Florida
$194K -$507K -4,859 -72%
9 10
11
12 13