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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

172 hedge funds and large institutions have $1.93B invested in Vanguard Mega Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.25%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$520K
Puts
$2K
Net Calls
+$518K
Net Calls Change
-$796K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$54.7M
2
Bank of America
Bank of America
North Carolina
+$29.6M
3
BFG
Bouchey Financial Group
New York
+$12.9M
4
BDF
Black Diamond Financial
Maryland
+$8.61M
5
LNC
Lincoln National Corp
Pennsylvania
+$8.29M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.74M
2
LIM
Leavell Investment Management
Alabama
-$3.75M
3
LPL Financial
LPL Financial
California
-$1.76M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.5M
5
PAG
Private Advisor Group
New Jersey
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$8.57M -$3.75M -51,216 -30%
SC
27
Savant Capital
Illinois
$8.16M -$132K -1,802 -2%
Stifel Financial
28
Stifel Financial
Missouri
$7.99M -$926K -12,651 -10%
TCBWMS
29
Texas Capital Bank Wealth Management Services
Texas
$7.9M -$1.09M -14,864 -12%
SCM
30
SOL Capital Management
Maryland
$7.28M -$543K -7,419 -7%
OAJ
31
Ogorek Anthony Joseph
New York
$7.2M +$7.2M +98,364 New
AC
32
Alexandria Capital
Virginia
$6.89M -$682K -9,309 -9%
BWP
33
Bernardo Wealth Planning
Pennsylvania
$5.45M +$4.5M +61,507 +476%
WP
34
WealthShield Partners
North Carolina
$5.1M -$451K -6,160 -8%
PFM
35
Phillips Financial Management
Indiana
$4.98M +$132K +1,797 +3%
WB
36
WesBanco Bank
West Virginia
$4.94M +$261K +3,564 +6%
SI
37
Stephens Inc
Arkansas
$4.62M -$133K -1,817 -3%
PD
38
Planning Directions
Pennsylvania
$4.39M +$4.39M +59,913 New
US Bancorp
39
US Bancorp
Minnesota
$4.35M -$103K -1,411 -2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$4.14M +$36K +492 +0.9%
SPC
41
Sigma Planning Corp
Michigan
$4.1M +$738K +10,083 +22%
UCFA
42
United Capital Financial Advisors
Texas
$3.96M -$190K -2,598 -5%
ECM
43
ETrade Capital Management
Virginia
$3.58M -$23.7K -324 -0.7%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$3.54M -$536K -7,317 -13%
PAG
45
Private Advisor Group
New Jersey
$3.42M -$1.46M -19,880 -30%
Jane Street
46
Jane Street
New York
$3.4M +$3.4M +46,484 New
M&T Bank
47
M&T Bank
New York
$3.24M +$47.5K +649 +1%
DADC
48
D.A. Davidson & Co
Montana
$3.2M +$4.39K +60 +0.1%
NNP
49
Nachman Norwood & Parrott
South Carolina
$2.91M -$224K -3,054 -7%
LWAC
50
Laurel Wealth Advisors (California)
California
$2.89M +$560K +7,648 +24%
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