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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

207 hedge funds and large institutions have $2.42B invested in Vanguard Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+30
Holders Change %
+16.95%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
65
Reduced
56
Closed
14
Calls
$5.34M
Puts
–
Net Calls
+$5.34M
Net Calls Change
+$4.64M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$53.8M
2
TC
Trilogy Capital
California
+$22.5M
3
SIA
Strategic Investment Advisors
Michigan
+$7.94M
4
BEC
Blue Edge Capital
Virginia
+$6M
5
Morgan Stanley
Morgan Stanley
New York
+$5.57M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.64M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.74M
4
OAJ
Ogorek Anthony Joseph
New York
-$6.7M
5
BCA
Biltmore Capital Advisors
New Jersey
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
Strategic Investment Advisors
Michigan
$10.7M +$7.94M +91,458 +290%
AWM
27
Avior Wealth Management
Nebraska
$10.5M -$600K -6,910 -5%
DWP
28
Destiny Wealth Partners
Florida
$9.36M +$9.36M +107,754 New
SC
29
Savant Capital
Illinois
$9.22M -$328K -3,773 -3%
SCM
30
SOL Capital Management
Maryland
$8.49M +$79.5K +916 +0.9%
SAMT
31
Select Asset Management & Trust
Pennsylvania
$8.12M +$8.12M +93,547 New
BWP
32
Bernardo Wealth Planning
Pennsylvania
$7.88M +$512K +5,893 +7%
Stifel Financial
33
Stifel Financial
Missouri
$7.75M -$338K -3,899 -4%
AC
34
Alexandria Capital
Virginia
$7.32M -$397K -4,573 -5%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$6.82M +$4.3M +49,525 +170%
TCBWMS
36
Texas Capital Bank Wealth Management Services
Texas
$6.66M -$1.79M -20,573 -21%
HB
37
Homrich & Berg
Georgia
$6.29M +$167K +1,924 +3%
NFG
38
NewFocus Financial Group
Washington
$6.29M +$212K +2,441 +3%
WP
39
WealthShield Partners
North Carolina
$6.03M -$10.8K -125 -0.2%
PFM
40
Phillips Financial Management
Indiana
$6.01M +$55.7K +641 +0.9%
BEC
41
Blue Edge Capital
Virginia
$6M +$6M +69,087 New
SI
42
Stephens Inc
Arkansas
$5.64M +$121K +1,393 +2%
US Bancorp
43
US Bancorp
Minnesota
$5.54M +$5.82K +67 +0.1%
CP
44
Capital Planning
Washington
$5.46M +$5.46M +62,845 New
PD
45
Planning Directions
Pennsylvania
$5.15M +$226K +2,598 +5%
CFAM
46
Center For Asset Management
Florida
$4.79M +$4.79M +55,182 New
PAG
47
Private Advisor Group
New Jersey
$4.65M +$265K +3,057 +6%
UCFA
48
United Capital Financial Advisors
Texas
$4.5M -$30K -345 -0.7%
CCA
49
Checchi Capital Advisers
California
$4.32M +$1.44M +16,549 +50%
DADC
50
D.A. Davidson & Co
Montana
$4.28M +$479K +5,518 +13%
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