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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

228 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
23
Increased
89
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$61.8M
2
SFA
2
Sequoia Financial Advisors
Ohio
$32.7M
3
AssetMark Inc
3
AssetMark Inc
California
$761M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$24.3M
5
BFG
5
Bouchey Financial Group
New York
$29.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$391M
2
TC
2
Trilogy Capital
California
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$185M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$166M
5
WP
5
WealthShield Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$23.5M 236,342 +56,292 +31%
CA
27
Capital Advantage
California
$19.2M 192,692 +3,111 +2%
SVCP
28
Silicon Valley Capital Partners
California
$18.4M 184,625 +25,679 +16%
ONB
29
Old National Bancorp
Indiana
$17.1M 171,504 -9,242 -5%
BWP
30
Bernardo Wealth Planning
Pennsylvania
$16.4M 164,647 +62,480 +61%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$15.6M 157,064 +27,094 +21%
FWM
32
Filbrandt Wealth Management
Wisconsin
$14.9M 149,394 -1,164 -0.8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$14.6M 146,377 -38,628 -21%
BEC
34
Blue Edge Capital
Virginia
$13.5M 135,024 +7,303 +6%
MIC
35
Means Investment Company
Maine
$13.4M 134,154 +31,434 +31%
PMAS
36
PNC Managed Account Solutions
Texas
$12.2M 122,137 +122,137 New
SIA
37
Strategic Investment Advisors
Michigan
$11.7M 117,142 -7,875 -6%
AWM
38
Avior Wealth Management
Nebraska
$11.3M 112,521 -6,050 -5%
NYLIM
39
New York Life Investment Management
New York
$10.2M 102,260 +16,885 +20%
SC
40
Savant Capital
Illinois
$10M 100,795 -2,983 -3%
DWP
41
Destiny Wealth Partners
Florida
$9.41M 94,418 -7,546 -7%
SCM
42
SOL Capital Management
Maryland
$9.37M 94,038 -2,730 -3%
US Bancorp
43
US Bancorp
Minnesota
$9.36M 93,970 +6,582 +8%
Stifel Financial
44
Stifel Financial
Missouri
$8.91M 89,468 +438 +0.5%
AC
45
Alexandria Capital
Virginia
$7.76M 77,922 -4,554 -6%
TCBWMS
46
Texas Capital Bank Wealth Management Services
Texas
$7.59M 76,172 – –
HB
47
Homrich & Berg
Georgia
$7.21M 72,382 -99 -0.1%
SI
48
Stephens Inc
Arkansas
$7.13M 71,575 +3,119 +5%
WB
49
WesBanco Bank
West Virginia
$6.92M 69,498 – –
CP
50
Capital Planning
Washington
$6.66M 66,818 +2,980 +5%
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