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Vanguard Mega Cap Value ETF
MGV

53 hedge funds and large institutions have $242M invested in Vanguard Mega Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more funds holding

Funds holding: 50 → 53 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $251M → $242M (-$8.57M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

3.74% less ownership

Funds ownership: 37.66% → 33.92% (-3.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
8
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$309K

Top Buyers

1
LNC
Lincoln National Corp
Pennsylvania
+$2.73M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.43M
3
BIT
BlackRock Institutional Trust
California
+$723K
4
AC
Alexandria Capital
Virginia
+$527K
5
RT
Reliance Trust
Georgia
+$335K

Top Sellers

1
U
UBS
Switzerland
-$6.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.03M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.34M
4
MAA
Managed Account Advisors
New Jersey
-$1.54M
5
Morgan Stanley
Morgan Stanley
New York
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
WFG Advisors
Texas
$23K +$109 +2 +0.5%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$4K – – –
NES
53
New England Securities
New York
$3K – – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
– -$6.03M -110,612 Closed
NPC
55
National Planning Corporation
California
– -$630K -11,468 Closed
CSIA
56
Charles Schwab Investment Advisory
California
– -$284K -5,164 Closed
Bank of New York Mellon
57
Bank of New York Mellon
New York
– -$267K -4,859 Closed
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
– -$59K -1,076 Closed
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