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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.2M
2
AssetMark Inc
AssetMark Inc
California
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.04M
4
LNC
Lincoln National Corp
Pennsylvania
+$7.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.91M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
LPL Financial
LPL Financial
California
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$7.1M
4
PD
Planning Directions
Pennsylvania
-$5.65M
5
Ameriprise
Ameriprise
Minnesota
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$8.04M -$186K -2,823 -2%
SC
27
Savant Capital
Illinois
$7.48M -$506K -7,659 -6%
SCM
28
SOL Capital Management
Maryland
$7.05M +$281K +4,262 +4%
AC
29
Alexandria Capital
Virginia
$6.83M +$251K +3,798 +4%
WP
30
WealthShield Partners
North Carolina
$5.01M -$311K -4,714 -6%
BDF
31
Black Diamond Financial
Maryland
$4.61M +$139K +2,044 +3%
PAG
32
Private Advisor Group
New Jersey
$4.4M +$466K +7,060 +12%
SI
33
Stephens Inc
Arkansas
$4.29M +$822K +12,446 +24%
WB
34
WesBanco Bank
West Virginia
$4.22M +$24.9K +377 +0.6%
PFM
35
Phillips Financial Management
Indiana
$4.18M -$116K -1,844 -3%
US Bancorp
36
US Bancorp
Minnesota
$4.02M +$287K +4,345 +8%
UCFA
37
United Capital Financial Advisors
Texas
$3.74M -$318K -4,820 -8%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$3.7M +$66.5K +1,008 +2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$3.67M -$12.2M -184,799 -77%
ECM
40
ETrade Capital Management
Virginia
$3.25M +$197K +2,988 +6%
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$3.07M -$48.2K -730 -2%
SPC
42
Sigma Planning Corp
Michigan
$3.03M +$287K +4,353 +10%
SFP
43
Strategic Financial Partners
Oregon
$2.91M -$287K -4,347 -9%
DADC
44
D.A. Davidson & Co
Montana
$2.88M +$145K +2,192 +5%
M&T Bank
45
M&T Bank
New York
$2.88M +$2.88M +43,567 New
NNP
46
Nachman Norwood & Parrott
South Carolina
$2.83M +$366K +5,550 +15%
FC
47
Ferris Capital
Massachusetts
$2.72M -$419K -6,351 -13%
SL
48
Systelligence LLC
Minnesota
$2.53M -$1.65M -24,920 -39%
RGC
49
Roberts, Glore & Co
Illinois
$2.48M -$24K -363 -1%
CCA
50
Checchi Capital Advisers
California
$2.1M +$91.6K +1,388 +5%
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