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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.24B
2
SIA
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
BIM
Bullseye Investment Management
Ohio
$11M
5
ONB
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
Beacon Pointe Advisors
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$265K -$38.1K -367 -13%
SWM
252
Silverlake Wealth Management
Vermont
$264K +$10.4K +100 +4%
TP
253
Tranquility Partners
Tennessee
$259K – – –
WA
254
WBH Advisory
Maryland
$256K +$1.56K +15 +0.6%
HTC
255
Haverford Trust Company
Pennsylvania
$250K -$519 -5 -0.2%
NHC
256
Nicholas Hoffman & Company
Georgia
$247K – – –
UF
257
Univest Financial
Pennsylvania
$242K – – –
SWM
258
Spire Wealth Management
Virginia
$237K – – –
JBA
259
Johnson Bixby & Associates
Washington
$228K +$1.25K +12 +0.5%
BFAG
260
Blackston Financial Advisory Group
Florida
$228K +$228K +2,202 New
Betterment LLC
261
Betterment LLC
New York
$226K +$226K +2,181 New
ZF
262
Zhang Financial
Michigan
$224K +$224K +2,158 New
HI
263
Harbour Investments
Wisconsin
$223K – – –
SFC
264
Strategic Financial Concepts
Texas
$221K -$5.19K -50 -2%
FFS
265
Founders Financial Securities
Maryland
$220K +$220K +2,119 New
BFEC
266
Benjamin F. Edwards & Company
Missouri
$218K +$70.3K +676 +48%
NEPWA
267
New England Private Wealth Advisors
Massachusetts
$216K +$1.25K +12 +0.6%
AWM
268
Apollon Wealth Management
South Carolina
$211K +$211K +2,036 New
SPIA
269
Steward Partners Investment Advisory
New York
$210K -$2.59K -25 -1%
PA
270
Parallel Advisors
California
$202K – – –
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$163K -$62.2K -599 -28%
CIAS
272
Capital Investment Advisory Services
North Carolina
$157K +$8.61K +83 +6%
Citigroup
273
Citigroup
New York
$149K – – –
IA
274
IFP Advisors
Florida
$132K +$97.4K +939 +280%
UB
275
UMB Bank
Missouri
$130K – – –
9 10
11
12 13