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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

50 hedge funds and large institutions have $251M invested in Vanguard Mega Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
7
Increased
20
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$13.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.84M
3
U
UBS
Switzerland
$23.9M
4
Bank of America
Bank of America
North Carolina
$66.4M
5
AC
Alexandria Capital
Virginia
$3.97M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.1M
2
MAA
Managed Account Advisors
New Jersey
$6.65M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.09M
4
Wells Fargo
Wells Fargo
California
$1.08M
5
DS
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$821K +$115K +2,082 +16%
VFS
27
VSR Financial Services
Kansas
$704K +$24.7K +450 +4%
ST
28
Spinnaker Trust
Maine
$697K +$5.94K +108 +0.9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$689K +$62.5K +1,136 +10%
NPC
30
National Planning Corporation
California
$630K +$630K +11,468 New
WT
31
Wilmington Trust
Delaware
$589K – – –
Ameriprise
32
Ameriprise
Minnesota
$531K +$17.1K +310 +3%
Citigroup
33
Citigroup
New York
$522K +$47K +855 +10%
DADC
34
D.A. Davidson & Co
Montana
$475K -$9.34K -170 -2%
SI
35
Stephens Inc
Arkansas
$406K -$5.51K -100 -1%
BP
36
Ballentine Partners
Massachusetts
$402K -$25.9K -470 -6%
AIG
37
American International Group
New York
$381K -$17.3K -315 -4%
1IC
38
1919 Investment Counsel
Maryland
$345K +$295K +5,370 +597%
CAN
39
Cetera Advisor Networks
California
$302K +$26.9K +487 +10%
CSIA
40
Charles Schwab Investment Advisory
California
$284K +$284K +5,164 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$267K +$267K +4,859 New
KFS
42
KMS Financial Services
Washington
$265K +$1.76K +32 +0.7%
MWP
43
MYCIO Wealth Partners
Pennsylvania
$165K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$80K – – –
US Bancorp
45
US Bancorp
Minnesota
$61K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$59K +$59K +1,076 New
MFS
47
MSI Financial Services
Massachusetts
$27K – – –
WA
48
WFG Advisors
Texas
$23K +$168 +3 +0.7%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$4K – – –
NES
50
New England Securities
New York
$3K – – –
1
2
3