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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

81 hedge funds and large institutions have $559M invested in Vanguard Mega Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.13%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
13
Increased
34
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
Heartwood Wealth Management
United Kingdom
$25.3M
2
AssetMark Inc
2
AssetMark Inc
California
$17.4M
3
UBS Group
3
UBS Group
Switzerland
$52.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$80.8M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
BPCE
1
Bank Pictet & Cie (Europe)
Germany
$0
2
TCB
2
Texas Capital Bancshares
Texas
$4.17M
3
CA
3
Capital Advantage
California
$14.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$91.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$371K 6,284 +4,384 +231%
RT
52
Reliance Trust
Georgia
$349K 5,916 +250 +4%
Vanguard Group
53
Vanguard Group
Pennsylvania
$344K 5,831 +920 +19%
NCMW
54
Northern Capital Management (Wisconsin)
Wisconsin
$299K 5,060 – –
AIG
55
American International Group
New York
$271K 4,583 -284 -6%
EVM
56
Eaton Vance Management
Massachusetts
$207K 3,500 +3,500 New
FHC
57
First Heartland Consultants
Missouri
$202K 3,428 +3,428 New
Bessemer Group
58
Bessemer Group
New Jersey
$199K 3,370 – –
MWP
59
MYCIO Wealth Partners
Pennsylvania
$178K 3,008 – –
MFS
60
MSI Financial Services
Massachusetts
$126K 2,134 +1,884 +754%
IA
61
IFP Advisors
Florida
$103K 1,750 +1,750 New
EWM
62
Evercore Wealth Management
New York
$90K 1,527 – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$66K 1,120 – –
US Bancorp
64
US Bancorp
Minnesota
$66K 1,110 – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$60K 1,016 +1,016 New
RPG
66
Risk Paradigm Group
Texas
$58.9K 997 +997 New
APSP
67
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K 820 – –
WA
68
WFG Advisors
Texas
$46K 772 +76 +11%
Creative Planning
69
Creative Planning
Kansas
$41K 700 – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$39K 667 -43 -6%
DSC
71
Duncker Streett & Co
Missouri
$35K 600 – –
BlackRock
72
BlackRock
New York
$34K 571 +571 New
CTC
73
Central Trust Company
Missouri
$30K 500 – –
EFSCE
74
Enterprise Financial Services Corp (EFSC)
Missouri
$30K 510 – –
TRCT
75
Tower Research Capital (TRC)
New York
$30K 500 +500 New
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