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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$979M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
AC
3
Avestar Capital
New York
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
MFG
2
Merit Financial Group
Georgia
$19.6M
3
KCM
3
Karp Capital Management
California
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$20.1M 223,253 -8,709 -4%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$20M 207,781 +8,114 +4%
MFG
28
Merit Financial Group
Georgia
$19.6M 217,445 -284,784 -57%
MIC
29
Means Investment Company
Maine
$19.3M 214,812 +6,710 +3%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$18.1M 200,820 -19,521 -9%
WAM
31
WNY Asset Management
New York
$17.1M 190,668 -4,378 -2%
KAS
32
Kestra Advisory Services
Texas
$15.7M 174,523 -22,531 -11%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$15.2M 169,608 +2,975 +2%
SIA
34
Strategic Investment Advisors
Michigan
$15M 166,279 +34,612 +26%
AAS
35
Avantax Advisory Services
Texas
$14M 155,425 +1,510 +1%
CA
36
Capital Advantage
California
$13.8M 153,502 +225 +0.1%
PPWM
37
PFG Private Wealth Management
Florida
$13.5M 150,627 +9,103 +6%
AC
38
Avestar Capital
New York
$12.8M 142,452 +142,452 New
ONB
39
Old National Bancorp
Indiana
$12.2M 135,722 -1,394 -1%
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$11.2M 124,217 -671 -0.5%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$10.9M 121,406 +108,638 +851%
LIM
42
Leavell Investment Management
Alabama
$10.8M 118,855 +7,520 +7%
DWP
43
Destiny Wealth Partners
Florida
$9.78M 108,724 +251 +0.2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$9.48M 105,447 +2,319 +2%
CAN
45
Cetera Advisor Networks
California
$9.08M 100,978 +23,724 +31%
AWM
46
Avior Wealth Management
Nebraska
$8.77M 97,510 -32 -0%
EPP
47
ETF Portfolio Partners
Kansas
$8.64M 96,051 +96,051 New
PA
48
Procyon Advisors
Connecticut
$8.59M 95,494 +5,673 +6%
SWM
49
Segment Wealth Management
Texas
$8.3M 92,289 +92,289 New
Stifel Financial
50
Stifel Financial
Missouri
$8.26M 91,833 +429 +0.5%
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