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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

207 hedge funds and large institutions have $2.42B invested in Vanguard Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+30
Holders Change %
+16.95%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
65
Reduced
56
Closed
14
Calls
$5.34M
Puts
–
Net Calls
+$5.34M
Net Calls Change
+$4.64M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$53.8M
2
TC
Trilogy Capital
California
+$22.5M
3
SIA
Strategic Investment Advisors
Michigan
+$7.94M
4
BEC
Blue Edge Capital
Virginia
+$6M
5
Morgan Stanley
Morgan Stanley
New York
+$5.57M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.64M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.74M
4
OAJ
Ogorek Anthony Joseph
New York
-$6.7M
5
BCA
Biltmore Capital Advisors
New Jersey
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$4.26M +$4.26M +49,071 New
LIM
52
Leavell Investment Management
Alabama
$4.2M -$5.84M -67,295 -58%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$3.93M -$111K -1,274 -3%
M&T Bank
54
M&T Bank
New York
$3.91M +$107K +1,234 +3%
FI
55
FormulaFolio Investments
Michigan
$3.81M +$3.81M +43,911 New
NYLIM
56
New York Life Investment Management
New York
$3.81M +$1.75M +20,153 +85%
LWAC
57
Laurel Wealth Advisors (California)
California
$3.8M +$75.3K +867 +2%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$3.65M +$43.3K +499 +1%
NNP
59
Nachman Norwood & Parrott
South Carolina
$3.43M -$7.55K -87 -0.2%
RGC
60
Roberts, Glore & Co
Illinois
$3.21M -$80.3K -925 -2%
ACI
61
Alpha Cubed Investments
California
$2.96M +$933K +10,747 +46%
LWMG
62
Levy Wealth Management Group
Pennsylvania
$2.94M +$2.94M +33,867 New
RA
63
Resolute Advisors
California
$2.92M +$2.92M +33,607 New
KeyBank National Association
64
KeyBank National Association
Ohio
$2.89M +$2.89M +33,229 New
IFS
65
Ifrah Financial Services
Arkansas
$2.39M -$24.9K -287 -1%
SFP
66
Strategic Financial Partners
Oregon
$2.34M -$75.2K -866 -3%
WFA
67
Wells Financial Advisors
Massachusetts
$2.2M +$2.2M +25,381 New
EWM
68
Empirical Wealth Management
Washington
$2.11M +$1.16M +13,327 +121%
AWM
69
AE Wealth Management
Kansas
$2.09M -$1.42M -16,302 -40%
HCP
70
Holt Capital Partners
Texas
$2.04M +$235K +2,710 +13%
MML Investors Services
71
MML Investors Services
Massachusetts
$2.03M +$169K +1,941 +9%
HWA
72
Hilltop Wealth Advisors
North Carolina
$2M -$32.7K -377 -2%
NFG
73
Next Financial Group
Texas
$1.97M +$90.2K +1,039 +5%
BOH
74
Bank of Hawaii
Hawaii
$1.88M -$268K -3,090 -12%
OAJ
75
Ogorek Anthony Joseph
New York
$1.88M -$6.7M -77,132 -78%
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