MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

81 hedge funds and large institutions have $559M invested in Vanguard Mega Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.13%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
13
Increased
34
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
Heartwood Wealth Management
United Kingdom
$25.3M
2
AssetMark Inc
2
AssetMark Inc
California
$17.4M
3
UBS Group
3
UBS Group
Switzerland
$52.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$80.8M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
BPCE
1
Bank Pictet & Cie (Europe)
Germany
$0
2
TCB
2
Texas Capital Bancshares
Texas
$4.17M
3
CA
3
Capital Advantage
California
$14.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$91.9M
Name Market Value Shares Shares
Change 		Shares
Change %
IFS
26
Ifrah Financial Services
Arkansas
$2.21M 37,368 +17 +0%
CCA
27
Checchi Capital Advisers
California
$2.04M 34,509 -3,852 -10%
DADC
28
D.A. Davidson & Co
Montana
$1.92M 32,479 +2,731 +9%
FMII
29
Farmers & Merchants Investments Inc
Nebraska
$1.84M 31,224 +604 +2%
SI
30
Stephens Inc
Arkansas
$1.58M 26,838 +2,492 +10%
ONB
31
Old National Bancorp
Indiana
$1.52M 25,659 -6,509 -20%
VFS
32
VSR Financial Services
Kansas
$1.16M 19,680 +245 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.06M 17,884 +2,560 +17%
ECM
34
ETrade Capital Management
Virginia
$910K 15,421 +945 +7%
Citadel Advisors
35
Citadel Advisors
Florida
$861K 14,578 +10,056 +222%
Stifel Financial
36
Stifel Financial
Missouri
$849K 14,366 – –
PAG
37
Private Advisor Group
New Jersey
$805K 13,633 +4,609 +51%
CA
38
Cetera Advisors
Colorado
$784K 13,289 +1,107 +9%
VC
39
Vicus Capital
Pennsylvania
$766K 12,971 +2,716 +26%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$690K 11,694 +110 +0.9%
BP
41
Ballentine Partners
Massachusetts
$632K 10,700 – –
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$592K 10,025 +10,025 New
CSIA
43
Charles Schwab Investment Advisory
California
$499K 8,450 +8,450 New
MCWS
44
McKinley Carter Wealth Services
West Virginia
$493K 8,357 -557 -6%
Citigroup
45
Citigroup
New York
$493K 8,358 -534 -6%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$489K 8,287 -2,405 -22%
Northern Trust
47
Northern Trust
Illinois
$462K 7,830 – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$457K 7,732 +1,678 +28%
PL
49
Plancorp LLC
Missouri
$443K 7,507 +7,507 New
BBHC
50
Brown Brothers Harriman & Co
New York
$396K 6,711 – –
1
2
3 4