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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$705M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$33.6M
3
WAM
3
WNY Asset Management
New York
$16.6M
4
SVCP
4
Silicon Valley Capital Partners
California
$15.1M
5
BUB
5
BBVA USA Bancshares
Texas
$12.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$185M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$168M
3
Bank of America
3
Bank of America
North Carolina
$426M
4
FI
4
FormulaFolio Investments
Michigan
$0
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$17.1M 180,050 +11,628 +7%
WAM
27
WNY Asset Management
New York
$16.6M 174,156 +174,156 New
SVCP
28
Silicon Valley Capital Partners
California
$15.1M 158,946 +158,946 New
FWM
29
Filbrandt Wealth Management
Wisconsin
$14.3M 150,558 -4,041 -3%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$12.4M 129,970 +51,398 +65%
BUB
31
BBVA USA Bancshares
Texas
$12.2M 128,468 +128,468 New
BEC
32
Blue Edge Capital
Virginia
$12.2M 127,721 +58,634 +85%
SIA
33
Strategic Investment Advisors
Michigan
$11.9M 125,017 +1,982 +2%
AWM
34
Avior Wealth Management
Nebraska
$11.3M 118,571 -2,284 -2%
SC
35
Savant Capital
Illinois
$9.88M 103,778 -2,405 -2%
MIC
36
Means Investment Company
Maine
$9.78M 102,720 +102,720 New
BWP
37
Bernardo Wealth Planning
Pennsylvania
$9.73M 102,167 +11,418 +13%
DWP
38
Destiny Wealth Partners
Florida
$9.71M 101,964 -5,790 -5%
SCM
39
SOL Capital Management
Maryland
$9.21M 96,768 -961 -1%
Stifel Financial
40
Stifel Financial
Missouri
$8.48M 89,030 -274 -0.3%
US Bancorp
41
US Bancorp
Minnesota
$8.32M 87,388 +23,569 +37%
NYLIM
42
New York Life Investment Management
New York
$8.13M 85,375 +41,492 +95%
AC
43
Alexandria Capital
Virginia
$7.85M 82,476 -1,811 -2%
TCBWMS
44
Texas Capital Bank Wealth Management Services
Texas
$7.25M 76,172 -484 -0.6%
HB
45
Homrich & Berg
Georgia
$6.9M 72,481 – –
WB
46
WesBanco Bank
West Virginia
$6.62M 69,498 +69,498 New
EWA
47
EP Wealth Advisors
California
$6.59M 69,261 +65,679 +1,834%
CCA
48
Checchi Capital Advisers
California
$6.56M 68,951 +19,157 +38%
SI
49
Stephens Inc
Arkansas
$6.52M 68,456 +3,540 +5%
WP
50
WealthShield Partners
North Carolina
$6.37M 66,882 -2,626 -4%
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