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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$49.5M
2
SVCP
Silicon Valley Capital Partners
California
+$31.7M
3
BWP
BSW Wealth Partners
Colorado
+$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$24.4M
5
Bank of America
Bank of America
North Carolina
+$22.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$13.9M
2
Wells Fargo
Wells Fargo
California
-$13.4M
3
AC
Avestar Capital
New York
-$12.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.4M
5
DWP
Destiny Wealth Partners
Florida
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
276
Cornerstone Management
Georgia
$189K – – –
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$189K -$129K -1,253 -41%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$182K – – –
TAIM
279
TD Ameritrade Investment Management
Nebraska
$168K -$156K -1,519 -48%
PA
280
Parallel Advisors
California
$154K – – –
Citigroup
281
Citigroup
New York
$148K – – –
GRP
282
Global Retirement Partners
California
$147K +$26.2K +255 +22%
CIAS
283
Capital Investment Advisory Services
North Carolina
$147K +$309 +3 +0.2%
UB
284
UMB Bank
Missouri
$129K -$6.38K -62 -5%
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$111K +$86.3K +839 +353%
AWM
286
Aspire Wealth Management
Massachusetts
$106K – – –
PTC
287
Private Trust Company
Ohio
$106K +$6.77K +66 +7%
BFEC
288
Benjamin F. Edwards & Company
Missouri
$98K – – –
MCM
289
MV Capital Management
Maryland
$95.4K – – –
CAS
290
Coppell Advisory Solutions
Texas
$94.6K +$94.6K +920 New
CASC
291
Coppell Advisory Solutions Corp
Texas
$94.6K +$94.6K +920 New
KFI
292
Key Financial Inc
Pennsylvania
$88.7K – – –
FCFS
293
First Command Financial Services
Texas
$84K +$84K +812 New
FCB
294
First Command Bank
Texas
$84K +$84K +812 New
DI
295
Disciplined Investments
Oklahoma
$77.1K -$28.1K -273 -27%
SC
296
SouthState Corp
Florida
$70.5K +$70.5K +685 New
GWM
297
Geneos Wealth Management
Colorado
$69.8K +$44.1K +429 +172%
CA
298
Clearstead Advisors
Ohio
$65.6K – – –
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$63K -$720 -7 -1%
BC
300
Bartlett & Co
Ohio
$63K +$13.8K +133 +28%
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