We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

446,600% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $1K

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

127% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 55

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

9% more capital invested

Capital invested by funds: $3.58B → $3.91B (+$325M)

9% more funds holding

Funds holding: 270293 (+23)

1.03% more ownership

Funds ownership: 71.67%72.69% (+1%)

Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.62%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
26
Blue Edge Capital
Virginia
$23.3M +$5.47M +51,527 +31%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$22.4M +$1.19M +11,262 +6%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$21.3M +$807K +7,603 +4%
MIC
29
Means Investment Company
Maine
$20.4M +$2.82M +26,549 +16%
KAS
30
Kestra Advisory Services
Texas
$17.8M +$1.35M +12,740 +8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$17M +$1.41M +13,266 +9%
WAM
32
WNY Asset Management
New York
$16.2M -$2M -18,806 -11%
CA
33
Capital Advantage
California
$16.1M +$301K +2,837 +2%
ONB
34
Old National Bancorp
Indiana
$15.4M -$2.96M -27,944 -16%
RJA
35
Raymond James & Associates
Florida
$15.3M -$25.1M -236,588 -62%
AAS
36
Avantax Advisory Services
Texas
$15.2M +$15M +141,126 New
SAMT
37
Select Asset Management & Trust
Pennsylvania
$14.9M -$6.46M -60,852 -30%
AWM
38
AE Wealth Management
Kansas
$14.8M +$10.9M +102,916 +298%
PPWM
39
PFG Private Wealth Management
Florida
$14.6M +$14.4M +136,024 New
SIA
40
Strategic Investment Advisors
Michigan
$13.7M +$492K +4,640 +4%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$13.3M +$13.1M +123,729 New
NYLIM
42
New York Life Investment Management
New York
$11.8M +$289K +2,726 +3%
DWP
43
Destiny Wealth Partners
Florida
$10.9M +$1.5M +14,098 +16%
LIM
44
Leavell Investment Management
Alabama
$10.6M +$1.57M +14,759 +18%
AWM
45
Avior Wealth Management
Nebraska
$10.4M -$561K -5,286 -5%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$9.99M +$9.17M +86,402 +1,290%
SCM
47
SOL Capital Management
Maryland
$9.91M +$2.55K +24 +0%
Stifel Financial
48
Stifel Financial
Missouri
$9.86M +$533K +5,023 +6%
US Bancorp
49
US Bancorp
Minnesota
$9.8M -$466K -4,395 -5%
SI
50
Stephens Inc
Arkansas
$8.86M +$57.6K +543 +0.7%