MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

143 hedge funds and large institutions have $1.4B invested in Vanguard Mega Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
3.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
59
Reduced
34
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$195M
2
AssetMark Inc
AssetMark Inc
California
+$26.9M
3
UBS Group
UBS Group
Switzerland
+$9.39M
4
Bank of America
Bank of America
North Carolina
+$8.44M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.31M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.42M
2
AWM
AE Wealth Management
Kansas
-$1.76M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$1.63M
4
SS
Simplicity Solutions
Minnesota
-$1.23M
5
CWM
Cornerstone Wealth Management
Missouri
-$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
51
Venturi Wealth Management
Texas
$1.75M +$1.75M +24,885 New
MML Investors Services
52
MML Investors Services
Massachusetts
$1.72M +$826K +11,556 +92%
BOH
53
Bank of Hawaii
Hawaii
$1.68M -$24.3K -340 -1%
QI
54
QS Investors
New York
$1.62M +$1.62M +22,651 New
HCM
55
Hollencrest Capital Management
California
$1.46M +$1.46M +20,360 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.43M +$225K +3,153 +19%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.41M +$25.5K +357 +2%
FC
58
Ferris Capital
Massachusetts
$1.36M +$1.36M +18,960 New
VC
59
Vicus Capital
Pennsylvania
$1.08M -$75.7K -1,060 -7%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$958K -$41.1K -575 -4%
PIA
61
Pinion Investment Advisors
Kansas
$943K +$45.2K +632 +5%
FAAS
62
First Allied Advisory Services
California
$901K -$53.1K -745 -6%
Stifel Financial
63
Stifel Financial
Missouri
$889K +$65.3K +915 +8%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$849K +$30.5K +427 +4%
Citadel Advisors
65
Citadel Advisors
Florida
$847K +$847K +11,854 New
AG
66
Advisor Group
Arizona
$844K +$385K +5,382 +84%
PB
67
Pinnacle Bancorp
Nebraska
$808K +$808K +11,302 New
BP
68
Ballentine Partners
Massachusetts
$765K – – –
Northern Trust
69
Northern Trust
Illinois
$636K -$90.1K -1,261 -12%
TCB
70
Texas Capital Bancshares
Texas
$630K +$630K +8,822 New
Citigroup
71
Citigroup
New York
$609K -$52.3K -732 -8%
MHS
72
M Holdings Securities
Oregon
$564K +$12.4K +174 +2%
PFA
73
Pathway Financial Advisors
Vermont
$555K – – –
PL
74
Plancorp LLC
Missouri
$537K – – –
HIS
75
Horizon Investment Services
Indiana
$535K -$6.8K -95 -1%
1 2
3
4 5