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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.24B
2
SIA
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
BIM
Bullseye Investment Management
Ohio
$11M
5
ONB
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
Beacon Pointe Advisors
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
26
Means Investment Company
Maine
$27.2M +$2.54M +24,464 +10%
BIA
27
BHK Investment Advisors
Alabama
$24.1M -$71.1K -685 -0.3%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$23.1M +$439K +4,227 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$23M +$1.15M +11,101 +5%
ZC
30
Zeit Capital
Colorado
$22.7M -$15.8K -152 -0.1%
MFG
31
Merit Financial Group
Georgia
$22.4M +$2.29M +22,031 +11%
AAS
32
Avantax Advisory Services
Texas
$21.7M +$436K +4,202 +2%
ONB
33
Old National Bancorp
Indiana
$21.6M +$9.01M +86,871 +72%
Stifel Financial
34
Stifel Financial
Missouri
$21M -$2.13M -20,563 -9%
SC
35
Savant Capital
Illinois
$20.4M -$893K -8,604 -4%
KAS
36
Kestra Advisory Services
Texas
$19.4M -$701K -6,756 -3%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$19.1M -$4.57M -44,008 -19%
CA
38
Capital Advantage
California
$17.4M +$129K +1,258 +0.8%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$14.7M +$1.14M +10,976 +8%
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$13.4M -$174K -1,674 -1%
CAM
41
Cresset Asset Management
Illinois
$12.9M +$337K +3,244 +3%
BEC
42
Blue Edge Capital
Virginia
$12.6M -$4.7M -45,271 -27%
LIM
43
Leavell Investment Management
Alabama
$12.4M -$460K -4,437 -4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$12M +$4.4M +42,399 +58%
CFD
45
Creative Financial Designs
Indiana
$11.8M +$789K +7,601 +7%
BIM
46
Bullseye Investment Management
Ohio
$11M +$11M +106,353 New
EPP
47
ETF Portfolio Partners
Kansas
$10.9M +$192K +1,849 +2%
PA
48
Procyon Advisors
Connecticut
$10.2M -$178K -1,717 -2%
SCM
49
SOL Capital Management
Maryland
$9.98M +$62.8K +605 +0.6%
US Bancorp
50
US Bancorp
Minnesota
$9.91M +$20.2K +195 +0.2%
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