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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
$959M
3
Bank of America
Bank of America
North Carolina
$439M
4
MWA
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
$0
2
NRA
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
5
LNC
Lincoln National Corp
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPP
276
Life Planning Partners
Florida
$36K – – –
AFS
277
Annapolis Financial Services
Maryland
$35K -$53.6K -557 -60%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.7K +$20K +208 +158%
FA
279
Financial Avengers
California
$29K -$9.64K -100 -25%
CG
280
Cutler Group
California
$28K +$28K +300 New
BTI
281
Blue Trust Inc
Georgia
$27K +$27K +250 New
Franklin Resources
282
Franklin Resources
California
$26K – – –
TWC
283
TD Waterhouse Canada
Ontario, Canada
$24.7K – – –
DSC
284
Duncker Streett & Co
Missouri
$24K – – –
GWSG
285
GPS Wealth Strategies Group
Colorado
$23K – – –
ACA
286
Aptus Capital Advisors
Alabama
$22K – – –
AIM
287
Anchor Investment Management
South Carolina
$21.4K +$21.4K +222 New
TC
288
Truvestments Capital
Florida
$16K +$16K +168 New
FCT
289
First Community Trust
Iowa
$12K – – –
EIP
290
Ellis Investment Partners
Pennsylvania
$12K +$90 +1 +0.8%
TFGT
291
TS Financial Group (TSFG)
Illinois
$10K – – –
CSB
292
City State Bank
Iowa
$10K – – –
GEA
293
Glen Eagle Advisors
New Jersey
$9.14K – – –
VWM
294
Valley Wealth Managers
New Jersey
$8K +$8K +87 New
RG
295
Retirement Group
California
$6K – – –
WAM
296
Worth Asset Management
Texas
$5K – – –
OLVIG
297
Oliver Lagore Vanvalin Investment Group
Michigan
$4K – – –
JWA
298
JFS Wealth Advisors
Pennsylvania
$2K – – –
GFPC
299
Global Financial Private Client
Florida
$1.36K – – –
TAM
300
Tucker Asset Management
Colorado
$1.25K +$1.25K +13 New
10 11
12
13 14