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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$39.5M
2
SIA
Strategic Investment Advisors
Michigan
+$24.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M
4
BIM
Bullseye Investment Management
Ohio
+$11M
5
ONB
Old National Bancorp
Indiana
+$9.01M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$25.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15.2M
3
Ameriprise
Ameriprise
Minnesota
-$13.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9.65M
5
BPA
Beacon Pointe Advisors
California
-$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWS
276
Buck Wealth Strategies
Colorado
$110K – – –
AWM
277
Aspire Wealth Management
Massachusetts
$107K – – –
KFI
278
Key Financial Inc
Pennsylvania
$102K – – –
MCM
279
MV Capital Management
Maryland
$96.3K – – –
FPFS
280
First Personal Financial Services
North Carolina
$89.6K – – –
FCFS
281
First Command Financial Services
Texas
$73.3K -$11K -106 -13%
FCB
282
First Command Bank
Texas
$73.3K -$11K -106 -13%
SC
283
SouthState Corp
Florida
$71.1K – – –
CA
284
Clearstead Advisors
Ohio
$66.2K – – –
FHA
285
First Horizon Advisors
Tennessee
$58.6K – – –
RFA
286
Resurgent Financial Advisors
Georgia
$58.6K +$58.6K +565 New
APC
287
Aspire Private Capital
North Carolina
$54.1K – – –
CFGS
288
Concourse Financial Group Securities
Alabama
$52.6K – – –
BCWM
289
Bartlett & Co Wealth Management
Ohio
$49.4K – – –
BC
290
Bartlett & Co
Ohio
$49K – – –
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$48.9K – – –
S
292
SignatureFD
Georgia
$35.4K – – –
DI
293
Disciplined Investments
Oklahoma
$32.5K -$8.2K -79 -20%
BTI
294
Blue Trust Inc
Georgia
$32K +$32K +320 New
FA
295
Financial Avengers
California
$31.2K – – –
Franklin Resources
296
Franklin Resources
California
$28.1K – – –
GWSG
297
GPS Wealth Strategies Group
Colorado
$24.5K – – –
GEA
298
Glen Eagle Advisors
New Jersey
$24.5K +$104 +1 +0.4%
TWC
299
TD Waterhouse Canada
Ontario, Canada
$23.6K – – –
PTC
300
Private Trust Company
Ohio
$21.8K -$4.67K -45 -18%
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