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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.17B
2
SVCP
Silicon Valley Capital Partners
California
$33.6M
3
BWP
BSW Wealth Partners
Colorado
$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$66.3M
5
Bank of America
Bank of America
North Carolina
$491M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
Wells Fargo
California
$56.4M
3
AC
Avestar Capital
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$174M
5
DWP
Destiny Wealth Partners
Florida
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Greytown Advisors
Florida
$24.7M +$1.06M +10,334 +5%
MIC
27
Means Investment Company
Maine
$24M +$1.92M +18,682 +9%
ZC
28
Zeit Capital
Colorado
$23.4M -$237K -2,305 -1%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$23.4M +$2.72M +26,401 +13%
BWP
30
Bernardo Wealth Planning
Pennsylvania
$22.1M +$696K +6,768 +3%
SC
31
Savant Capital
Illinois
$22M -$952K -9,261 -4%
SIA
32
Strategic Investment Advisors
Michigan
$20.8M +$3.67M +35,698 +21%
KAS
33
Kestra Advisory Services
Texas
$20.3M +$2.34M +22,717 +13%
MFG
34
Merit Financial Group
Georgia
$19.9M -$2.42M -23,482 -11%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$19.2M +$1.73M +16,786 +10%
BIA
36
BHK Investment Advisors
Alabama
$19.1M -$5M -48,578 -21%
WAM
37
WNY Asset Management
New York
$18.4M -$1.26M -12,235 -6%
CA
38
Capital Advantage
California
$17.6M +$1.79M +17,365 +11%
PPWM
39
PFG Private Wealth Management
Florida
$16.3M +$797K +7,750 +5%
CCA
40
Checchi Capital Advisers
California
$15.4M +$8.88M +86,382 +136%
AAS
41
Avantax Advisory Services
Texas
$15.1M -$840K -8,168 -5%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$13.2M +$751K +7,306 +6%
LIM
43
Leavell Investment Management
Alabama
$13.2M +$999K +9,716 +8%
ONB
44
Old National Bancorp
Indiana
$13.1M -$839K -8,162 -6%
WCAMG
45
Woodard & Company Asset Management Group
North Carolina
$12.6M -$225K -2,188 -2%
CAM
46
Cresset Asset Management
Illinois
$12.5M +$12.2M +118,203 +4,143%
MFG
47
Marmo Financial Group
Tennessee
$11.9M +$11.9M +115,904 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$11.6M +$705K +6,857 +7%
PA
49
Procyon Advisors
Connecticut
$10.2M +$383K +3,720 +4%
EPP
50
ETF Portfolio Partners
Kansas
$9.91M +$32K +311 +0.3%
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