MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.2M
2
AssetMark Inc
AssetMark Inc
California
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.04M
4
LNC
Lincoln National Corp
Pennsylvania
+$7.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.91M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
LPL Financial
LPL Financial
California
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$7.1M
4
PD
Planning Directions
Pennsylvania
-$5.65M
5
Ameriprise
Ameriprise
Minnesota
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
51
Laurel Wealth Advisors (California)
California
$2.1M -$33.3K -505 -2%
IFS
52
Ifrah Financial Services
Arkansas
$1.91M +$18K +272 +1%
AWM
53
AE Wealth Management
Kansas
$1.89M -$692K -10,477 -27%
SIA
54
Strategic Investment Advisors
Michigan
$1.8M +$316K +4,783 +21%
HWA
55
Hilltop Wealth Advisors
North Carolina
$1.67M -$267K -4,051 -14%
SS
56
Simplicity Solutions
Minnesota
$1.64M -$652K -9,876 -28%
CF
57
Centaurus Financial
California
$1.58M -$118K -1,785 -7%
BOH
58
Bank of Hawaii
Hawaii
$1.45M -$194K -2,940 -12%
BWA
59
BDO Wealth Advisors
Florida
$1.35M -$198K -2,999 -13%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.32M -$125K -1,892 -9%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.26M +$674K +10,215 +115%
PA
62
Procyon Advisors
Connecticut
$1.1M +$1.1M +16,666 New
APA
63
American Portfolios Advisors
New York
$1.09M -$42.4K -643 -4%
ACI
64
Alpha Cubed Investments
California
$951K -$849K -12,861 -47%
FHC
65
First Heartland Consultants
Missouri
$938K -$86.9K -1,316 -8%
VC
66
Vicus Capital
Pennsylvania
$926K -$20.6K -312 -2%
CAG
67
Csenge Advisory Group
Florida
$892K +$98.7K +1,495 +12%
BWP
68
Bernardo Wealth Planning
Pennsylvania
$852K +$852K +12,914 New
BSW
69
Buckingham Strategic Wealth
Missouri
$842K +$842K +12,761 New
PB
70
Pinnacle Bancorp
Nebraska
$835K -$15K -227 -2%
NFG
71
NewFocus Financial Group
Washington
$835K +$384K +5,822 +85%
TPA
72
Trivium Point Advisory
Connecticut
$782K -$816K -11,579 -51%
MIAN
73
Mariner Independent Advisor Network
Kansas
$780K -$45.7K -693 -6%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$777K -$781K -11,823 -50%
FTUS
75
Flow Traders U.S.
New York
$775K +$775K +11,735 New
1 2
3
4 5