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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$74.2M
2
Morgan Stanley
Morgan Stanley
New York
+$18.9M
3
LPL Financial
LPL Financial
California
+$11.6M
4
Ameriprise
Ameriprise
Minnesota
+$10.2M
5
MIC
Means Investment Company
Maine
+$6.11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
AssetMark Inc
AssetMark Inc
California
-$31M
3
SIA
Strategic Investment Advisors
Michigan
-$24.1M
4
SVCP
Silicon Valley Capital Partners
California
-$23.4M
5
BIM
Bullseye Investment Management
Ohio
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Aspire Wealth Management
Massachusetts
$117K +$12.3K +121 +12%
TFGT
277
TS Financial Group (TSFG)
Illinois
$116K +$106K +1,047 +1,047%
KFI
278
Key Financial Inc
Pennsylvania
$100K – – –
CAS
279
Coppell Advisory Solutions
Texas
$94.6K +$94.6K +920 New
MCM
280
MV Capital Management
Maryland
$94.1K – – –
HNB
281
Huntington National Bank
Ohio
$89.8K – – –
FPFS
282
First Personal Financial Services
North Carolina
$87.6K – – –
MA
283
MCF Advisors
Kentucky
$84.1K +$84.1K +829 New
FCAS
284
First Command Advisory Services
Texas
$80.8K +$80.8K +797 New
HGERS
285
Householder Group Estate & Retirement Specialist
Arizona
$79.3K +$79.3K +781 New
SC
286
SouthState Corp
Florida
$69.5K – – –
FHA
287
First Horizon Advisors
Tennessee
$57.3K – – –
RFA
288
Resurgent Financial Advisors
Georgia
$55.2K -$2.13K -21 -4%
APC
289
Aspire Private Capital
North Carolina
$51.7K -$1.12K -11 -2%
CFGS
290
Concourse Financial Group Securities
Alabama
$51.4K – – –
BCWM
291
Bartlett & Co Wealth Management
Ohio
$48.3K – – –
BC
292
Bartlett & Co
Ohio
$48K – – –
BWS
293
Buck Wealth Strategies
Colorado
$48K -$26.1K -257 -35%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$47.8K – – –
SL
295
Salomon & Ludwin
Virginia
$35.4K +$35.4K +349 New
S
296
SignatureFD
Georgia
$34.6K – – –
BTI
297
Blue Trust Inc
Georgia
$33K +$205 +2 +0.6%
FA
298
Financial Avengers
California
$30.5K – – –
AF
299
Advisornet Financial
Minnesota
$30.4K +$30.4K +300 New
Franklin Resources
300
Franklin Resources
California
$27.5K – – –
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12
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