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Vanguard Mega Cap Value ETF
MGV

126 hedge funds and large institutions have $1.12B invested in Vanguard Mega Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

6% more capital invested

Capital invested by funds: $1.06B → $1.12B (+$59.8M)

5% more funds holding

Funds holding: 120 → 126 (+6)

1.43% more ownership

Funds ownership: 56.41% → 57.84% (+1.4%)

Holders
126
Holders Change
+6
Holders Change %
+5%
% of All Funds
2.88%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
17
Increased
43
Reduced
33
Closed
8
Calls
$357K
Puts
–
Net Calls
+$357K
Net Calls Change
-$58K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.8M
2
AssetMark Inc
AssetMark Inc
California
+$8.38M
3
LNC
Lincoln National Corp
Pennsylvania
+$7.17M
4
AC
Alexandria Capital
Virginia
+$6.46M
5
UBS Group
UBS Group
Switzerland
+$4.78M

Top Sellers

1
FA
FDx Advisors
Illinois
-$1.13M
2
GFPC
Global Financial Private Capital
Florida
-$982K
3
VFA
Voya Financial Advisors
Connecticut
-$968K
4
PAG
Private Advisor Group
New Jersey
-$899K
5
CA
Capital Advantage
California
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$4.01M +$2.25M +29,917 +125%
FHC
27
First Heartland Consultants
Missouri
$3.63M -$33.8K -450 -0.9%
PD
28
Planning Directions
Pennsylvania
$3.48M -$98.7K -1,312 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.48M +$108K +1,442 +3%
M&T Bank
30
M&T Bank
New York
$3.35M -$3.16K -42 -0.1%
SI
31
Stephens Inc
Arkansas
$3.18M +$355K +4,721 +12%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$3.05M – – –
US Bancorp
33
US Bancorp
Minnesota
$3M +$163K +2,170 +6%
DADC
34
D.A. Davidson & Co
Montana
$2.94M +$13.7K +182 +0.5%
ACI
35
Alpha Cubed Investments
California
$2.61M +$223K +2,963 +9%
CCA
36
Checchi Capital Advisers
California
$2.51M +$110K +1,460 +5%
RGC
37
Roberts, Glore & Co
Illinois
$2.5M -$63.2K -840 -2%
LWAC
38
Laurel Wealth Advisors (California)
California
$2.43M +$2.46M +32,710 New
IFS
39
Ifrah Financial Services
Arkansas
$2.35M -$7.52K -100 -0.3%
BWA
40
BDO Wealth Advisors
Florida
$2.31M -$114K -1,519 -5%
WB
41
WesBanco Bank
West Virginia
$2.21M – – –
ECM
42
ETrade Capital Management
Virginia
$2.18M +$105K +1,392 +5%
FAAS
43
First Allied Advisory Services
California
$2.01M +$2.03M +27,034 New
BOH
44
Bank of Hawaii
Hawaii
$1.77M – – –
Ameriprise
45
Ameriprise
Minnesota
$1.74M +$283K +3,766 +19%
MGIA
46
Matthew Goff Investment Advisor
Texas
$1.55M -$257K -3,414 -14%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.23M +$15.8K +210 +1%
VC
48
Vicus Capital
Pennsylvania
$1.23M -$58.7K -781 -5%
AWM
49
AE Wealth Management
Kansas
$1.2M +$1.22M +16,176 New
PIA
50
Pinion Investment Advisors
Kansas
$1.08M +$54.9K +730 +5%
1
2
3 4 5

MGV Hedge Fund Activity: Q2 2018 in Review

126 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Value ETF (MGV) for Q2 2018, worth a combined $1.12B — up 5.6% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MGV positions and 8 closed out — a net gain of 9 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.8M. The largest seller was FDx Advisors, exiting entirely with an estimated $1.13M sold.

  • 126 institutional investors held Vanguard Mega Cap Value ETF (MGV) as of Q2 2018, up from 120 in Q1 2018.
  • Funds reported $1.12B of Vanguard Mega Cap Value ETF stock for Q2 2018, up 5.6% quarter-over-quarter.
  • 17 funds opened new Vanguard Mega Cap Value ETF positions in Q2 2018 and 8 closed out, a net change of +9 holders.
  • The largest Vanguard Mega Cap Value ETF buyer in Q2 2018 was PNC Financial Services Group, an estimated $8.8M added.
  • The largest Vanguard Mega Cap Value ETF seller in Q2 2018 was FDx Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2018.