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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
4
Merriman Wealth Management
Washington
$7.8M
5
WP
5
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
2
Beacon Pointe Advisors
California
$52.8M
3
WAM
3
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
5
Capital Advantage
California
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$17.1M 174,616 +17,552 +11%
SVCP
27
Silicon Valley Capital Partners
California
$16.7M 170,546 -14,079 -8%
ONB
28
Old National Bancorp
Indiana
$16.5M 168,978 -2,526 -1%
WAM
29
WNY Asset Management
New York
$16.3M 166,503 -74,303 -31%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$14.9M 152,394 +6,017 +4%
FWM
31
Filbrandt Wealth Management
Wisconsin
$14.5M 147,765 -1,629 -1%
CA
32
Capital Advantage
California
$14.1M 144,321 -48,371 -25%
BEC
33
Blue Edge Capital
Virginia
$13.4M 137,419 +2,395 +2%
MIC
34
Means Investment Company
Maine
$13.4M 137,032 +2,878 +2%
SIA
35
Strategic Investment Advisors
Michigan
$11.8M 120,324 +3,182 +3%
SFA
36
Sequoia Financial Advisors
Ohio
$11.7M 119,253 -209,222 -64%
NYLIM
37
New York Life Investment Management
New York
$11.7M 119,111 +16,851 +16%
AWM
38
Avior Wealth Management
Nebraska
$10.9M 111,258 -1,263 -1%
SC
39
Savant Capital
Illinois
$9.76M 99,732 -1,063 -1%
US Bancorp
40
US Bancorp
Minnesota
$9.41M 96,141 +2,171 +2%
SCM
41
SOL Capital Management
Maryland
$9.01M 92,069 -1,969 -2%
Stifel Financial
42
Stifel Financial
Missouri
$8.61M 88,006 -1,462 -2%
DWP
43
Destiny Wealth Partners
Florida
$8.36M 85,454 -8,964 -9%
MWM
44
Merriman Wealth Management
Washington
$7.8M 79,713 +79,713 New
AC
45
Alexandria Capital
Virginia
$7.61M 77,779 -143 -0.2%
LIM
46
Leavell Investment Management
Alabama
$7.6M 77,188 +15,403 +25%
SI
47
Stephens Inc
Arkansas
$7.44M 76,070 +4,495 +6%
TCBWMS
48
Texas Capital Bank Wealth Management Services
Texas
$7.15M 73,106 -3,066 -4%
PAG
49
Private Advisor Group
New Jersey
$7.13M 72,840 +11,654 +19%
HB
50
Homrich & Berg
Georgia
$7.1M 72,515 +133 +0.2%
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