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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$979M
2
UBS Group
UBS Group
Switzerland
$148M
3
AC
Avestar Capital
New York
$12.8M
4
Morgan Stanley
Morgan Stanley
New York
$212M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
MFG
Merit Financial Group
Georgia
$19.6M
3
KCM
Karp Capital Management
California
$0
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
276
Duncker Streett & Co
Missouri
$22K – – –
TRCT
277
Tower Research Capital (TRC)
New York
$21K -$201K -2,279 -91%
Qube Research & Technologies (QRT)
278
Qube Research & Technologies (QRT)
United Kingdom
$21K -$113K -1,278 -84%
ACA
279
Aptus Capital Advisors
Alabama
$21K – – –
GWSG
280
GPS Wealth Strategies Group
Colorado
$21K – – –
AIM
281
Anchor Investment Management
South Carolina
$20K – – –
LFA
282
Legend Financial Advisors
Pennsylvania
$18.7K +$18.7K +208 New
TC
283
Truvestments Capital
Florida
$15K – – –
EIP
284
Ellis Investment Partners
Pennsylvania
$12K – – –
FCT
285
First Community Trust
Iowa
$11K – – –
PMFA
286
Plante Moran Financial Advisors
Michigan
$10K +$10K +107 New
TFGT
287
TS Financial Group (TSFG)
Illinois
$9K – – –
CSB
288
City State Bank
Iowa
$9K – – –
FFA
289
Founders Financial Alliance
North Carolina
$9K +$9K +105 New
GEA
290
Glen Eagle Advisors
New Jersey
$8.54K – – –
VWM
291
Valley Wealth Managers
New Jersey
$8K – – –
QCG
292
Quadrant Capital Group
Ohio
$8K +$8K +86 New
WAM
293
Worth Asset Management
Texas
$5K – – –
CAL
294
Capital Analysts LLC
Pennsylvania
$5K +$5K +60 New
OLVIG
295
Oliver Lagore Vanvalin Investment Group
Michigan
$4K – – –
PWP
296
Principle Wealth Partners
Connecticut
$3.07K +$762 +8,470 +33%
FWM
297
Focused Wealth Management
New York
$2K -$3.82M -40,060 -100%
JWA
298
JFS Wealth Advisors
Pennsylvania
$2K – – –
GFPC
299
Global Financial Private Client
Florida
$1.29K – – –
BlackRock
300
BlackRock
New York
$1K – – –
10 11
12
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