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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
2
AssetMark Inc
California
$959M
3
Bank of America
3
Bank of America
North Carolina
$439M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
5
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
1
CSM Advisors
Pennsylvania
$0
2
NRA
2
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$176M
5
LNC
5
Lincoln National Corp
Pennsylvania
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
BEC
26
Blue Edge Capital
Virginia
$21.8M 226,898 +9,361 +4%
MWA
27
MFA Wealth Advisors
Pennsylvania
$21.3M 221,595 +221,595 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$21.2M 220,341 +11,571 +6%
MML Investors Services
29
MML Investors Services
Massachusetts
$20.1M 208,683 +135,644 +186%
MIC
30
Means Investment Company
Maine
$20M 208,102 +18,099 +10%
BWP
31
Bernardo Wealth Planning
Pennsylvania
$19.2M 199,667 +1,513 +0.8%
KAS
32
Kestra Advisory Services
Texas
$19M 197,054 +30,761 +18%
WAM
33
WNY Asset Management
New York
$18.8M 195,046 +43,773 +29%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$16M 166,633 +8,149 +5%
AAS
35
Avantax Advisory Services
Texas
$14.8M 153,915 +12,789 +9%
CA
36
Capital Advantage
California
$14.7M 153,277 +3,556 +2%
PPWM
37
PFG Private Wealth Management
Florida
$13.6M 141,524 +5,500 +4%
ONB
38
Old National Bancorp
Indiana
$13.2M 137,116 -6,460 -4%
SIA
39
Strategic Investment Advisors
Michigan
$12.7M 131,667 +4,361 +3%
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$12M 124,888 +78,676 +170%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$11.1M 115,316 -8,413 -7%
LIM
42
Leavell Investment Management
Alabama
$10.7M 111,335 +12,541 +13%
DWP
43
Destiny Wealth Partners
Florida
$10.4M 108,473 +7,056 +7%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$9.92M 103,128 +10,026 +11%
AWM
45
Avior Wealth Management
Nebraska
$9.38M 97,542 +341 +0.4%
Stifel Financial
46
Stifel Financial
Missouri
$8.79M 91,404 -434 -0.5%
SCM
47
SOL Capital Management
Maryland
$8.75M 90,931 -1,426 -2%
US Bancorp
48
US Bancorp
Minnesota
$8.72M 90,617 -735 -0.8%
PA
49
Procyon Advisors
Connecticut
$8.64M 89,821 +8,517 +10%
SAMT
50
Select Asset Management & Trust
Pennsylvania
$8.3M 86,269 -52,860 -38%
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