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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 %
GEA
326
Glen Eagle Advisors
New Jersey
$9.77K – – –
VWM
327
Valley Wealth Managers
New Jersey
$8.95K – – –
QCG
328
Quadrant Capital Group
Ohio
$8.85K – – –
MSCM
329
McElhenny Sheffield Capital Management
Texas
$8.43K +$8.43K +82 New
RG
330
Retirement Group
California
$7K +$7K +63 New
CAL
331
Capital Analysts LLC
Pennsylvania
$6K +$98 +1 +2%
BSB
332
Bangor Savings Bank
Maine
$6K +$6K +61 New
LAM
333
Lakewood Asset Management
Illinois
$5K +$5K +48 New
JWA
334
JFS Wealth Advisors
Pennsylvania
$2.57K – – –
FWM
335
Focused Wealth Management
New York
$1.97K -$208 -2 -10%
GFPC
336
Global Financial Private Client
Florida
$1.44K – – –
BlackRock
337
BlackRock
New York
$617 – – –
FIM
338
FWL Investment Management
Texas
$206 +$206 +2 New
R
339
Rebalance
California
$6 +$6 +1 New
AC
340
Avestar Capital
New York
– -$12.8M -142,452 Closed
First Trust Advisors
341
First Trust Advisors
Illinois
– -$4.53M -50,370 Closed
SOS
342
Silver Oak Securities
Tennessee
– -$681K -6,720 Closed
PIA
343
Pinion Investment Advisors
Kansas
– -$573K -6,376 Closed
VF
344
Virtu Financial
New York
– -$504K -5,605 Closed
DAS
345
Dynamic Advisor Solutions
Arizona
– -$488K -5,427 Closed
Kovitz Investment Group Partners
346
Kovitz Investment Group Partners
Illinois
– -$256K -2,845 Closed
FHC
347
First Heartland Consultants
Missouri
– -$235 -2,624 Closed
HGERS
348
Householder Group Estate & Retirement Specialist
Arizona
– -$101K -1,125 Closed
FIA
349
FNY Investment Advisers
New York
– -$98K -1,100 Closed
GWSG
350
GPS Wealth Strategies Group
Colorado
– -$21K -236 Closed
11 12 13
14
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