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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Aspire Wealth Management
Massachusetts
$104K – – –
BWS
277
Buck Wealth Strategies
Colorado
$100K +$100K +730 New
KFI
278
Key Financial Inc
Pennsylvania
$99.7K – – –
MCM
279
MV Capital Management
Maryland
$93.7K – – –
FPFS
280
First Personal Financial Services
North Carolina
$87.3K +$46.9K +464 +116%
FCFS
281
First Command Financial Services
Texas
$82K – – –
FCB
282
First Command Bank
Texas
$82K – – –
BF
283
BOK Financial
Oklahoma
$74.3K -$247K -2,444 -77%
MHR
284
Matthew Hamilton Rosenberg
$72.1K +$72.1K +714 New
SC
285
SouthState Corp
Florida
$69.2K – – –
CA
286
Clearstead Advisors
Ohio
$64.5K – – –
FHA
287
First Horizon Advisors
Tennessee
$57.1K +$27.9K +276 +96%
APC
288
Aspire Private Capital
North Carolina
$52.6K -$4.45K -44 -8%
TAIM
289
TD Ameritrade Investment Management
Nebraska
$52K -$115K -1,126 -69%
CFGS
290
Concourse Financial Group Securities
Alabama
$51.2K – – –
BCWM
291
Bartlett & Co Wealth Management
Ohio
$48.1K -$13.4K -133 -22%
BC
292
Bartlett & Co
Ohio
$48K -$13.4K -133 -22%
AWM
293
Accel Wealth Management
Iowa
$47.7K – – –
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$47.6K -$131K -1,299 -73%
BFPW
295
BOK Financial Private Wealth
Colorado
$46.4K +$46.4K +459 New
HNB
296
Huntington National Bank
Ohio
$42.2K – – –
DI
297
Disciplined Investments
Oklahoma
$39.6K -$36.2K -358 -48%
ASN
298
Advisory Services Network
Georgia
$39.3K -$1.21K -12 -3%
S
299
SignatureFD
Georgia
$34.4K – – –
Qube Research & Technologies (QRT)
300
Qube Research & Technologies (QRT)
United Kingdom
$32.9K -$75.9K -751 -70%
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