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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
Stifel Financial
2
Stifel Financial
Missouri
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$90.8M
4
AI
4
Atria Investments
North Carolina
$12.5M
5
PIA
5
Petredis Investment Advisors
Pennsylvania
$33.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$440M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.06K
3
WAM
3
WNY Asset Management
New York
$4.49M
4
SWM
4
Segment Wealth Management
Texas
$0
5
CCA
5
Checchi Capital Advisers
California
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
26
Greytown Advisors
Florida
$24.1M 238,418 -1,383 -0.6%
MIC
27
Means Investment Company
Maine
$24M 237,769 +4,275 +2%
BIA
28
BHK Investment Advisors
Alabama
$23.5M 232,608 +46,720 +25%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$23M 227,957 +736 +0.3%
Stifel Financial
30
Stifel Financial
Missouri
$22.5M 222,475 +133,229 +149%
SIA
31
Strategic Investment Advisors
Michigan
$22.5M 222,460 +20,483 +10%
ZC
32
Zeit Capital
Colorado
$22.1M 218,732 -9,029 -4%
BWP
33
Bernardo Wealth Planning
Pennsylvania
$22M 217,960 +3,411 +2%
SC
34
Savant Capital
Illinois
$20.7M 205,140 -8,852 -4%
AAS
35
Avantax Advisory Services
Texas
$20.7M 204,786 +57,529 +39%
KAS
36
Kestra Advisory Services
Texas
$19.6M 194,056 -3,184 -2%
MFG
37
Merit Financial Group
Georgia
$19.6M 194,007 +44 +0%
CA
38
Capital Advantage
California
$17M 167,521 -3,346 -2%
BEC
39
Blue Edge Capital
Virginia
$16.9M 167,122 -81,410 -33%
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$13.2M 131,014 +8,985 +7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$13.2M 130,343 +1,631 +1%
AI
42
Atria Investments
North Carolina
$12.5M 124,069 +82,191 +196%
LIM
43
Leavell Investment Management
Alabama
$12.5M 123,562 -5,009 -4%
CAM
44
Cresset Asset Management
Illinois
$12.2M 121,057 +1 +0%
ONB
45
Old National Bancorp
Indiana
$12.2M 120,912 -6,648 -5%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$11.3M 111,377 -927 -0.8%
CFD
47
Creative Financial Designs
Indiana
$10.7M 105,823 +26,296 +33%
EPP
48
ETF Portfolio Partners
Kansas
$10.4M 102,750 +6,388 +7%
PA
49
Procyon Advisors
Connecticut
$10.1M 99,888 +674 +0.7%
SCM
50
SOL Capital Management
Maryland
$9.65M 95,556 +1,375 +1%
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