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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
251
Haverford Trust Company
Pennsylvania
$244K +$244K +2,414 New
NHC
252
Nicholas Hoffman & Company
Georgia
$240K – – –
VVP
253
Venture Visionary Partners
Ohio
$238K +$10.1K +100 +4%
UF
254
Univest Financial
Pennsylvania
$236K -$32.7K -324 -12%
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$235K – – –
SWM
256
Spire Wealth Management
Virginia
$230K +$230K +2,280 New
JBA
257
Johnson Bixby & Associates
Washington
$221K -$8.38K -83 -4%
SFC
258
Strategic Financial Concepts
Texas
$220K +$220K +2,176 New
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$220K +$155K +1,482 +242%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$219K – – –
HI
261
Harbour Investments
Wisconsin
$217K – – –
Bank of New York Mellon
262
Bank of New York Mellon
New York
$211K +$2.12K +21 +1%
NEPWA
263
New England Private Wealth Advisors
Massachusetts
$209K +$1.31K +13 +0.6%
SPIA
264
Steward Partners Investment Advisory
New York
$207K -$18.4K -182 -8%
Renaissance Technologies
265
Renaissance Technologies
New York
$202K -$192K -1,900 -49%
EWA
266
EP Wealth Advisors
California
$201K -$1.68M -17,971 -89%
PA
267
Parallel Advisors
California
$196K +$45K +445 +30%
CM
268
Cornerstone Management
Georgia
$183K -$3.44K -34 -2%
Citigroup
269
Citigroup
New York
$145K – – –
CIAS
270
Capital Investment Advisory Services
North Carolina
$145K – – –
BFEC
271
Benjamin F. Edwards & Company
Missouri
$144K +$47.2K +466 +49%
UB
272
UMB Bank
Missouri
$127K – – –
HGERS
273
Householder Group Estate & Retirement Specialist
Arizona
$116K +$116K +1,149 New
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$114K -$72.2K -713 -39%
BAM
275
Belpointe Asset Management
Nevada
$108K -$234K -2,321 -68%
9 10
11
12 13