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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 %
QCG
301
Quadrant Capital Group
Ohio
$24.2K +$15.5K +153 +178%
GEA
302
Glen Eagle Advisors
New Jersey
$24K +$101 +1 +0.4%
GWSG
303
GPS Wealth Strategies Group
Colorado
$23.9K – – –
TWC
304
TD Waterhouse Canada
Ontario, Canada
$23.5K – – –
PTC
305
Private Trust Company
Ohio
$21.3K – – –
BWL
306
Bogart Wealth LLC
Virginia
$20.4K – – –
GWM
307
Geneos Wealth Management
Colorado
$20.3K – – –
DSC
308
Duncker Streett & Co
Missouri
$18.3K – – –
VF
309
VitalStone Financial
Texas
$17K -$400 -4 -2%
HPC
310
HM Payson & Co
Maine
$13.9K +$13.9K +137 New
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K – – –
FCT
312
First Community Trust
Iowa
$12.2K – – –
GA
313
GoalVest Advisory
New York
$11.4K +$11.4K +112 New
FFA
314
Founders Financial Alliance
North Carolina
$10.6K +$10.6K +105 New
BCMLT
315
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K – – –
CSB
316
City State Bank
Iowa
$10K – – –
BF
317
BOK Financial
Oklahoma
$9.91K – – –
LC
318
Lindbrook Capital
California
$9.43K +$9.43K +93 New
VWM
319
Valley Wealth Managers
New Jersey
$8.82K – – –
GI
320
Gradient Investments
Minnesota
$6.59K +$6.59K +65 New
RG
321
Retirement Group
California
$6.55K +$101 +1 +2%
PPWM
322
PFG Private Wealth Management
Florida
$6.08K – – –
FFA
323
Farther Finance Advisors
California
$3.67K +$3.67K +36 New
JWA
324
JFS Wealth Advisors
Pennsylvania
$2.54K – – –
FWM
325
Focused Wealth Management
New York
$1.97K – – –
11 12
13
14 15