We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

148 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

3% more funds holding

Funds holding: 144148 (+4)

0% more capital invested

Capital invested by funds: $1.75B → $1.75B (+$7.11M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.85% less ownership

Funds ownership: 70.2%69.34% (-0.85%)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
51
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$8.6M +$238K +2,961 +3%
AC
27
Alexandria Capital
Virginia
$8.26M +$27.8K +346 +0.3%
SCM
28
SOL Capital Management
Maryland
$8.22M +$260K +3,231 +3%
KWM
29
Kingsview Wealth Management
Oregon
$8.01M -$1.55M -19,340 -16%
WP
30
WealthShield Partners
North Carolina
$6.56M
FC
31
Ferris Capital
Massachusetts
$6.08M +$999K +12,428 +20%
PFM
32
Phillips Financial Management
Indiana
$5.66M
WB
33
WesBanco Bank
West Virginia
$5.17M +$131K +1,629 +3%
PD
34
Planning Directions
Pennsylvania
$5.09M +$680K +8,459 +16%
UCFA
35
United Capital Financial Advisors
Texas
$5M -$55.2K -687 -1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.99M +$2.09M +26,013 +74%
PAG
37
Private Advisor Group
New Jersey
$4.76M -$120K -1,492 -2%
US Bancorp
38
US Bancorp
Minnesota
$4.44M +$331K +4,117 +8%
SI
39
Stephens Inc
Arkansas
$4.39M +$160K +1,987 +4%
JP Morgan Chase
40
JP Morgan Chase
New York
$4.36M +$722K +8,988 +20%
BDF
41
Black Diamond Financial
Maryland
$4.25M +$90K +1,120 +2%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$3.85M -$16.1K -200 -0.4%
ECM
43
ETrade Capital Management
Virginia
$3.74M +$137K +1,707 +4%
M&T Bank
44
M&T Bank
New York
$3.61M
DADC
45
D.A. Davidson & Co
Montana
$3.36M -$32.5K -404 -1%
SPC
46
Sigma Planning Corp
Michigan
$3.26M +$300K +3,731 +10%
NNP
47
Nachman Norwood & Parrott
South Carolina
$3.24M -$32K -398 -1%
Goldman Sachs
48
Goldman Sachs
New York
$2.88M
LWAC
49
Laurel Wealth Advisors (California)
California
$2.63M +$13.5K +168 +0.5%
AWM
50
AE Wealth Management
Kansas
$2.48M +$243K +3,022 +11%