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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$74.2M
2
Morgan Stanley
Morgan Stanley
New York
+$18.9M
3
LPL Financial
LPL Financial
California
+$11.6M
4
Ameriprise
Ameriprise
Minnesota
+$10.2M
5
MIC
Means Investment Company
Maine
+$6.11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
AssetMark Inc
AssetMark Inc
California
-$31M
3
SIA
Strategic Investment Advisors
Michigan
-$24.1M
4
SVCP
Silicon Valley Capital Partners
California
-$23.4M
5
BIM
Bullseye Investment Management
Ohio
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$254K -$5.58K -55 -2%
WA
252
WBH Advisory
Maryland
$252K +$1.52K +15 +0.6%
NHC
253
Nicholas Hoffman & Company
Georgia
$241K – – –
NA
254
NewEdge Advisors
Louisiana
$238K -$58.5K -577 -20%
UF
255
Univest Financial
Pennsylvania
$237K – – –
SWM
256
Spire Wealth Management
Virginia
$231K – – –
Betterment LLC
257
Betterment LLC
New York
$228K +$6.6K +65 +3%
TC
258
TownSquare Capital
Utah
$228K -$277K -2,733 -55%
OPS
259
Orion Portfolio Solutions
Nebraska
$223K +$223K +2,200 New
BCI
260
Brinker Capital Investments
Pennsylvania
$223K +$223K +2,200 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$219K +$219K +2,163 New
CAC
262
Certified Advisory Corp
Florida
$213K +$213K +2,102 New
BFEC
263
Benjamin F. Edwards & Company
Missouri
$213K – – –
NEPWA
264
New England Private Wealth Advisors
Massachusetts
$212K +$1.72K +17 +0.8%
SFC
265
Strategic Financial Concepts
Texas
$211K -$5.07K -50 -2%
SPIA
266
Steward Partners Investment Advisory
New York
$205K – – –
SIC
267
Sterling Investment Counsel
New York
$201K +$201K +1,986 New
PA
268
Parallel Advisors
California
$197K – – –
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$156K +$156K +1,536 New
CIAS
270
Capital Investment Advisory Services
North Carolina
$156K +$1.93K +19 +1%
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$154K -$4.87K -48 -3%
Citigroup
272
Citigroup
New York
$146K – – –
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$145K +$129K +1,276 +808%
CA
274
Clearstead Advisors
Ohio
$129K +$64.7K +638 +100%
UB
275
UMB Bank
Missouri
$127K – – –
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11
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