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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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$62.6K +$13.7K +133 +28%
APC
302
Aspire Private Capital
North Carolina
$58.1K – – –
CFGS
303
Concourse Financial Group Securities
Alabama
$52.1K – – –
AWM
304
Accel Wealth Management
Iowa
$48.5K – – –
TRCT
305
Tower Research Capital (TRC)
New York
$46K +$21.5K +208 +87%
ASN
306
Advisory Services Network
Georgia
$41.3K +$41.3K +401 New
FPFS
307
First Personal Financial Services
North Carolina
$41.1K – – –
S
308
SignatureFD
Georgia
$35.1K – – –
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35K – – –
BA
310
Bellwether Advisors
Nebraska
$31.9K – – –
FA
311
Financial Avengers
California
$30.9K – – –
FHA
312
First Horizon Advisors
Tennessee
$29.7K – – –
Franklin Resources
313
Franklin Resources
California
$27.9K – – –
TWC
314
TD Waterhouse Canada
Ontario, Canada
$25.7K -$1.96K -14 -7%
ACA
315
Aptus Capital Advisors
Alabama
$23.7K – – –
BTI
316
Blue Trust Inc
Georgia
$22K – – –
LFA
317
Legend Financial Advisors
Pennsylvania
$21.4K – – –
BWL
318
Bogart Wealth LLC
Virginia
$20.7K +$20.7K +201 New
DSC
319
Duncker Streett & Co
Missouri
$18.5K -$7.2K -70 -28%
VF
320
VitalStone Financial
Texas
$17K +$17K +174 New
MCC
321
Money Concepts Capital
Florida
$13.4K +$13.4K +130 New
FCT
322
First Community Trust
Iowa
$12K – – –
FFA
323
Founders Financial Alliance
North Carolina
$10.8K – – –
TFGT
324
TS Financial Group (TSFG)
Illinois
$10K – – –
CSB
325
City State Bank
Iowa
$10K – – –
11 12
13
14 15