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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 %
MOS
301
MGO One Seven
Ohio
$518 – – –
FHC
302
First Heartland Consultants
Missouri
$235 -$193 -2,157 -45%
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$60 -$20 -207 -25%
ETC
304
Exchange Traded Concepts
Oklahoma
– -$273M -2,836,327 Closed
KCM
305
Karp Capital Management
California
– -$5.8M -60,319 Closed
FIA
306
Foundations Investment Advisors
Arizona
– -$5.7M -59,242 Closed
WB
307
WesBanco Bank
West Virginia
– -$4.27M -44,345 Closed
CL
308
Cabana LLC
Arkansas
– -$4.07M -42,262 Closed
MWM
309
Meridian Wealth Management
Kentucky
– -$638K -6,632 Closed
ASN
310
Advisory Services Network
Georgia
– -$560K -5,822 Closed
Citadel Advisors
311
Citadel Advisors
Florida
– -$547K -5,684 Closed
CAC
312
Cowen and Company
New York
– -$538K -5,590 Closed
PMG
313
ProVise Management Group
Florida
– -$516K -5,363 Closed
VC
314
Veracity Capital
Georgia
– -$302K -3,145 Closed
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
– -$299K -3,079 Closed
ARC
316
Advisor Resource Council
Texas
– -$263K -2,736 Closed
FHA
317
Flagship Harbor Advisors
Massachusetts
– -$253K -2,631 Closed
HWMA
318
Heritage Wealth Management (Arizona)
Arizona
– -$239K -2,487 Closed
SWM
319
Spire Wealth Management
Virginia
– -$219K -2,280 Closed
NA
320
NewEdge Advisors
Louisiana
– -$218K -2,267 Closed
JF
321
JSF Financial
California
– -$205K -2,134 Closed
BF
322
BOK Financial
Oklahoma
– -$205K -2,127 Closed
IWC
323
Integrated Wealth Concepts
Massachusetts
– -$203K -2,115 Closed
NEPWA
324
New England Private Wealth Advisors
Massachusetts
– -$218K -2,026 Closed
CA
325
CoreCap Advisors
Michigan
– -$166K -1,727 Closed
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13
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