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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Vanguard Mega Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 12 closing their positions.

Holders
270
Holders Change
+37
Holders Change %
+15.88%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
54
Increased
102
Reduced
69
Closed
12
Calls
$2.87M
Puts
$5M
Net Calls
-$2.13M
Net Calls Change
-$2.34M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$958M
2
SFA
2
Sequoia Financial Advisors
Ohio
$40M
3
SC
3
Savant Capital
Illinois
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$436M
5
KAS
5
Kestra Advisory Services
Texas
$16.4M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$11.3M
2
SVCP
2
Silicon Valley Capital Partners
California
$2.1M
3
BPA
3
Beacon Pointe Advisors
California
$50.1M
4
SAMT
4
Select Asset Management & Trust
Pennsylvania
$21.4M
5
CF
5
Clarity Financial
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$21.1M 197,508 +22,892 +13%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$20.4M 190,551 +13,975 +8%
ONB
28
Old National Bancorp
Indiana
$18.3M 171,520 +2,542 +2%
WAM
29
WNY Asset Management
New York
$18.1M 170,079 +3,576 +2%
BEC
30
Blue Edge Capital
Virginia
$17.7M 166,010 +28,591 +21%
MIC
31
Means Investment Company
Maine
$17.5M 163,454 +26,422 +19%
KAS
32
Kestra Advisory Services
Texas
$16.4M 153,553 +116,379 +313%
CA
33
Capital Advantage
California
$15.8M 146,884 +2,563 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$15.5M 145,218 -7,176 -5%
SIA
35
Strategic Investment Advisors
Michigan
$13.1M 122,666 +2,342 +2%
NYLIM
36
New York Life Investment Management
New York
$11.4M 106,772 -12,339 -10%
BFG
37
Bouchey Financial Group
New York
$11.3M 105,815 -212,667 -67%
AWM
38
Avior Wealth Management
Nebraska
$10.9M 102,487 -8,771 -8%
US Bancorp
39
US Bancorp
Minnesota
$10.2M 95,747 -394 -0.4%
SCM
40
SOL Capital Management
Maryland
$9.86M 92,333 +264 +0.3%
DWP
41
Destiny Wealth Partners
Florida
$9.33M 87,319 +1,865 +2%
Stifel Financial
42
Stifel Financial
Missouri
$9.27M 86,815 -1,191 -1%
LIM
43
Leavell Investment Management
Alabama
$8.98M 84,035 +6,847 +9%
SI
44
Stephens Inc
Arkansas
$8.77M 82,055 +5,985 +8%
MWM
45
Merriman Wealth Management
Washington
$8.49M 79,463 -250 -0.3%
PA
46
Procyon Advisors
Connecticut
$8.13M 76,069 +58,140 +324%
PAG
47
Private Advisor Group
New Jersey
$8.01M 74,989 +2,149 +3%
HWM
48
HB Wealth Management
Georgia
$7.75M 72,581 +72,581 New
TCBWMS
49
Texas Capital Bank Wealth Management Services
Texas
$7.54M 70,552 -2,554 -3%
CP
50
Capital Planning
Washington
$7.5M 70,242 +2,427 +4%
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