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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 %
CA
326
Crewe Advisors
Utah
$831 – – –
FGAM
327
Financial Gravity Asset Management
Texas
$87 -$3 -27 -3%
MWA
328
MFA Wealth Advisors
Pennsylvania
– -$25.3M -250,911 Closed
SAG
329
SageView Advisory Group
California
– -$4.08M -40,374 Closed
SIM
330
Seaview Investment Managers
Florida
– -$3.19M -31,576 Closed
OCM
331
One Capital Management
California
– -$2.9M -28,722 Closed
CI
332
CX Institutional
Indiana
– -$2.42M -23,793 Closed
JWM
333
Jackson Wealth Management
Florida
– -$2.38M -23,580 Closed
RSWM
334
Robertson Stephens Wealth Management
California
– -$1.21M -11,980 Closed
CFG
335
Citizens Financial Group
Rhode Island
– -$765K -7,573 Closed
BCM
336
Brookstone Capital Management
Illinois
– -$477K -4,612 Closed
KIG
337
Kowal Investment Group
Wisconsin
– -$465K -4,603 Closed
1WM
338
1900 Wealth Management
Texas
– -$436K -4,243 Closed
TNBTD
339
Trustmark National Bank Trust Department
Mississippi
– -$428K -4,234 Closed
APS
340
American Planning Services
Florida
– -$304K -3,011 Closed
TNB
341
Thomasville National Bank
Georgia
– -$258K -2,556 Closed
Thrivent Financial for Lutherans
342
Thrivent Financial for Lutherans
Minnesota
– -$235K -2,350 Closed
CM
343
Cornerstone Management
Georgia
– -$183K -1,807 Closed
BAM
344
Belpointe Asset Management
Nevada
– -$108K -1,068 Closed
MHR
345
Matthew Hamilton Rosenberg
– -$72.1K -714 Closed
AWM
346
Accel Wealth Management
Iowa
– -$47.7K -472 Closed
BFPW
347
BOK Financial Private Wealth
Colorado
– -$46.4K -459 Closed
ASN
348
Advisory Services Network
Georgia
– -$39.3K -389 Closed
Qube Research & Technologies (QRT)
349
Qube Research & Technologies (QRT)
United Kingdom
– -$32.9K -326 Closed
OIS
350
Okabena Investment Services
Minnesota
– -$28.4K -281 Closed
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