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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
326
Retirement Group
California
$6K +$94 +1 +2%
WAM
327
Worth Asset Management
Texas
$5.51K -$1.1M -10,991 -100%
TRCT
328
Tower Research Capital (TRC)
New York
$4K -$38.5K -404 -91%
JWA
329
JFS Wealth Advisors
Pennsylvania
$2.53K – – –
FWM
330
Focused Wealth Management
New York
$1.95K – – –
GFPC
331
Global Financial Private Client
Florida
$1.43K – – –
CA
332
Crewe Advisors
Utah
$809 +$809 +8 New
FGAM
333
Financial Gravity Asset Management
Texas
$88 +$88 +870 New
SWM
334
Segment Wealth Management
Texas
– -$9.2M -89,435 Closed
MWM
335
Merriman Wealth Management
Washington
– -$6.81M -66,248 Closed
MAWA
336
Moss Adams Wealth Advisors
Washington
– -$4.58M -44,556 Closed
BIM
337
Bullseye Investment Management
Ohio
– -$2.41M -23,425 Closed
IWM
338
Iams Wealth Management
Nebraska
– -$724K -7,042 Closed
GM
339
GeoWealth Management
Illinois
– -$657K -6,385 Closed
AMCA
340
Arthur M. Cohen & Associates
Illinois
– -$586K -5,700 Closed
HHRDM
341
H&H Retirement Design & Management
Nevada
– -$595K -5,644 Closed
OPS
342
Orion Portfolio Solutions
Nebraska
– -$385K -3,745 Closed
DWP
343
Destiny Wealth Partners
Florida
– -$380K -3,695 Closed
PAS
344
Park Avenue Securities
New York
– -$266K -2,587 Closed
MHS
345
M Holdings Securities
Oregon
– -$259K -2,517 Closed
CGFA
346
Colton Groome Financial Advisors
North Carolina
– -$247K -2,400 Closed
VFPW
347
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$231K -2,248 Closed
EP
348
Eudaimonia Partners
Tennessee
– -$213K -2,073 Closed
AWM
349
Accurate Wealth Management
Florida
– -$194K -1,860 Closed
CASC
350
Coppell Advisory Solutions Corp
Texas
– -$94.6K -920 Closed
11 12 13
14
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