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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 %
BWL
301
Bogart Wealth LLC
Virginia
$20.9K – – –
GWM
302
Geneos Wealth Management
Colorado
$20.8K – – –
DSC
303
Duncker Streett & Co
Missouri
$18.7K – – –
VF
304
VitalStone Financial
Texas
$17K -$2.14M -21,932 -99%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$16K -$98K -968 -86%
IFAM
306
Institutional & Family Asset Management
Colorado
$14.7K +$14.7K +142 New
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K – – –
FCT
308
First Community Trust
Iowa
$12.5K – – –
Citadel Advisors
309
Citadel Advisors
Florida
$10.9K -$1.8M -17,388 -99%
BF
310
BOK Financial
Oklahoma
$10.4K -$65.9K -635 -86%
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K – – –
TFGT
312
TS Financial Group (TSFG)
Illinois
$10K – – –
CSB
313
City State Bank
Iowa
$10K – – –
VWM
314
Valley Wealth Managers
New Jersey
$9.03K – – –
SF
315
Safeguard Financial
Wisconsin
$9K +$9K +88 New
QCG
316
Quadrant Capital Group
Ohio
$8.92K – – –
GWMIA
317
Global Wealth Management Investment Advisory
Florida
$8.72K +$8.72K +84 New
RG
318
Retirement Group
California
$6.66K – – –
PPWM
319
PFG Private Wealth Management
Florida
$6.23K – – –
TAIM
320
TD Ameritrade Investment Management
Nebraska
$6K -$45K -450 -88%
WAM
321
Worth Asset Management
Texas
$5.66K – – –
BNP Paribas Financial Markets
322
BNP Paribas Financial Markets
France
$4.15K +$4.15K +40 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.59K – – –
FWM
324
Focused Wealth Management
New York
$2.01K – – –
GFPC
325
Global Financial Private Client
Florida
$1.46K – – –
11 12
13
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