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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 %
GFPC
326
Global Financial Private Client
Florida
$1.41K – – –
FIM
327
FWL Investment Management
Texas
$203 +$203 +2 New
BIM
328
Bullseye Investment Management
Ohio
– -$11M -106,353 Closed
TA
329
TFB Advisors
Kansas
– -$8.62M -83,074 Closed
MWM
330
Merriman Wealth Management
Washington
– -$6.56M -63,239 Closed
MG
331
Mather Group
Illinois
– -$4.2M -40,510 Closed
SWP
332
ShoreHaven Wealth Partners
New Jersey
– -$2.67M -25,761 Closed
CA
333
Calton & Associates
Florida
– -$1.12M -10,842 Closed
FTUS
334
Flow Traders U.S.
New York
– -$748K -7,209 Closed
RFN
335
Redwood Financial Network
Ohio
– -$636K -6,131 Closed
Cerity Partners
336
Cerity Partners
New York
– -$503K -4,852 Closed
BWM
337
Brown Wealth Management
Illinois
– -$449K -4,332 Closed
W
338
WealthOne
New York
– -$434K -4,187 Closed
VWA
339
V Wealth Advisors
Kansas
– -$403K -3,886 Closed
PFA
340
Peak Financial Advisors
Colorado
– -$349K -3,365 Closed
GSIAS
341
Garden State Investment Advisory Services
New Jersey
– -$323K -3,110 Closed
VAS
342
Vestmark Advisory Solutions
Massachusetts
– -$291K -2,804 Closed
TP
343
Tranquility Partners
Tennessee
– -$259K -2,500 Closed
BFAG
344
Blackston Financial Advisory Group
Florida
– -$228K -2,202 Closed
JBA
345
Johnson Bixby & Associates
Washington
– -$228K -2,198 Closed
AWM
346
Apollon Wealth Management
South Carolina
– -$211K -2,036 Closed
DI
347
Disciplined Investments
Oklahoma
– -$32.5K -313 Closed
IFAM
348
Institutional & Family Asset Management
Colorado
– -$14.7K -142 Closed
SF
349
Safeguard Financial
Wisconsin
– -$9K -88 Closed
GWMIA
350
Global Wealth Management Investment Advisory
Florida
– -$8.72K -84 Closed
11 12 13
14
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