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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

143 hedge funds and large institutions have $1.4B invested in Vanguard Mega Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
3.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
59
Reduced
34
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$195M
2
AssetMark Inc
AssetMark Inc
California
+$26.9M
3
UBS Group
UBS Group
Switzerland
+$9.39M
4
Bank of America
Bank of America
North Carolina
+$8.44M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.31M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.42M
2
AWM
AE Wealth Management
Kansas
-$1.76M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$1.63M
4
SS
Simplicity Solutions
Minnesota
-$1.23M
5
CWM
Cornerstone Wealth Management
Missouri
-$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthShield Partners
North Carolina
$5.83M -$47.5K -664 -0.8%
NCMW
27
Northern Capital Management (Wisconsin)
Wisconsin
$5.6M -$13.2K -185 -0.2%
PFM
28
Phillips Financial Management
Indiana
$5.18M -$2.86K -40 -0.1%
FAIM
29
Financial Advocates Investment Management
Washington
$4.89M +$270K +3,773 +6%
PAG
30
Private Advisor Group
New Jersey
$4.41M +$1.03M +14,376 +30%
WB
31
WesBanco Bank
West Virginia
$4.28M +$981K +13,727 +30%
UCFA
32
United Capital Financial Advisors
Texas
$4.07M +$3.87M +54,168 +1,937%
Ameriprise
33
Ameriprise
Minnesota
$4M +$2.15M +30,137 +116%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.97M +$719K +10,065 +22%
FHC
35
First Heartland Consultants
Missouri
$3.69M +$132K +1,841 +4%
PD
36
Planning Directions
Pennsylvania
$3.52M +$38.1K +533 +1%
SI
37
Stephens Inc
Arkansas
$3.46M +$251K +3,514 +8%
BDF
38
Black Diamond Financial
Maryland
$3.32M +$3.32M +51,153 New
M&T Bank
39
M&T Bank
New York
$3.19M -$9.44K -132 -0.3%
NNP
40
Nachman Norwood & Parrott
South Carolina
$3.04M +$3.04M +42,502 New
Goldman Sachs
41
Goldman Sachs
New York
$2.89M -$3.65K -51 -0.1%
DADC
42
D.A. Davidson & Co
Montana
$2.88M -$32.5K -455 -1%
US Bancorp
43
US Bancorp
Minnesota
$2.85M -$117K -1,632 -4%
ACI
44
Alpha Cubed Investments
California
$2.6M +$232K +3,242 +10%
ECM
45
ETrade Capital Management
Virginia
$2.43M +$239K +3,347 +11%
CCA
46
Checchi Capital Advisers
California
$2.36M -$724K -10,124 -23%
LWAC
47
Laurel Wealth Advisors (California)
California
$2.3M -$134K -1,870 -5%
IFS
48
Ifrah Financial Services
Arkansas
$2.13M -$71.2K -997 -3%
RGC
49
Roberts, Glore & Co
Illinois
$1.97M -$406K -5,683 -17%
BWA
50
BDO Wealth Advisors
Florida
$1.94M -$160K -2,240 -8%
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