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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

144 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
16
Increased
53
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$31.9M
2
GFPC
Global Financial Private Capital
Florida
+$22.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.2M
4
ONB
Old National Bancorp
Indiana
+$10.5M
5
Stifel Financial
Stifel Financial
Missouri
+$4.92M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
-$3.37M
2
Bank of America
Bank of America
North Carolina
-$3.33M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.8M
4
VWM
Venturi Wealth Management
Texas
-$2.3M
5
FHC
First Heartland Consultants
Missouri
-$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Alexandria Capital
Virginia
$8.14M +$126K +1,565 +2%
SCM
27
SOL Capital Management
Maryland
$7.86M -$18.9K -235 -0.2%
WP
28
WealthShield Partners
North Carolina
$6.48M -$88.5K -1,100 -1%
Stifel Financial
29
Stifel Financial
Missouri
$5.94M +$4.92M +61,104 +484%
PFM
30
Phillips Financial Management
Indiana
$5.63M -$25K -308 -0.4%
FC
31
Ferris Capital
Massachusetts
$5.01M +$848K +10,534 +20%
UCFA
32
United Capital Financial Advisors
Texas
$4.99M -$6.44K -80 -0.1%
WB
33
WesBanco Bank
West Virginia
$4.98M -$6.12K -76 -0.1%
PAG
34
Private Advisor Group
New Jersey
$4.83M +$162K +2,017 +3%
PD
35
Planning Directions
Pennsylvania
$4.35M +$266K +3,307 +7%
SI
36
Stephens Inc
Arkansas
$4.18M +$27.2K +338 +0.7%
BDF
37
Black Diamond Financial
Maryland
$4.11M +$186K +2,313 +5%
US Bancorp
38
US Bancorp
Minnesota
$4.06M +$481K +5,974 +13%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$3.82M -$29.8K -370 -0.8%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$3.57M +$44.2K +552 +1%
M&T Bank
41
M&T Bank
New York
$3.57M -$13.5K -168 -0.4%
ECM
42
ETrade Capital Management
Virginia
$3.56M +$299K +3,715 +9%
DADC
43
D.A. Davidson & Co
Montana
$3.36M -$8.61K -107 -0.3%
NNP
44
Nachman Norwood & Parrott
South Carolina
$3.23M -$55.1K -685 -2%
SPC
45
Sigma Planning Corp
Michigan
$2.92M +$40.9K +508 +1%
Goldman Sachs
46
Goldman Sachs
New York
$2.85M -$1.21M -15,054 -30%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.84M +$622K +7,728 +28%
CCA
48
Checchi Capital Advisers
California
$2.63M -$483 -6 -0%
LWAC
49
Laurel Wealth Advisors (California)
California
$2.59M -$1.61K -20 -0.1%
IFS
50
Ifrah Financial Services
Arkansas
$2.38M -$1.29K -16 -0.1%
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