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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$705M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$33.6M
3
WAM
3
WNY Asset Management
New York
$16.6M
4
SVCP
4
Silicon Valley Capital Partners
California
$15.1M
5
BUB
5
BBVA USA Bancshares
Texas
$12.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$185M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$168M
3
Bank of America
3
Bank of America
North Carolina
$426M
4
FI
4
FormulaFolio Investments
Michigan
$0
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$6.2M 65,109 -4,068 -6%
CP
52
Capital Planning
Washington
$6.08M 63,838 +993 +2%
LIM
53
Leavell Investment Management
Alabama
$5.88M 61,785 +13,383 +28%
PD
54
Planning Directions
Pennsylvania
$5.68M 59,625 +290 +0.5%
PAG
55
Private Advisor Group
New Jersey
$5.54M 58,177 +4,609 +9%
CFAM
56
Center For Asset Management
Florida
$5.42M 56,920 +1,738 +3%
MML Investors Services
57
MML Investors Services
Massachusetts
$5.2M 54,625 +31,270 +134%
DADC
58
D.A. Davidson & Co
Montana
$5.04M 52,924 +3,622 +7%
UCFA
59
United Capital Financial Advisors
Texas
$4.96M 52,105 +268 +0.5%
EWA
60
Encompass Wealth Advisors
Oregon
$4.13M 41,513 +22,863 +123%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$4.06M 42,597 -2,689 -6%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$3.98M 41,811 -250 -0.6%
ACI
63
Alpha Cubed Investments
California
$3.78M 39,742 +5,629 +17%
NNP
64
Nachman Norwood & Parrott
South Carolina
$3.76M 39,521 -30 -0.1%
EWM
65
Empirical Wealth Management
Washington
$3.54M 37,179 +12,874 +53%
AIC
66
Ameritas Investment Company
Nebraska
$3.46M 36,319 +30,991 +582%
BCM
67
Brookstone Capital Management
Illinois
$3.39M 35,582 -13,489 -27%
RGC
68
Roberts, Glore & Co
Illinois
$3.22M 33,791 -3,180 -9%
RA
69
Resolute Advisors
California
$3.2M 33,781 +174 +0.5%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$2.84M 29,785 +24,568 +471%
LWMG
71
Levy Wealth Management Group
Pennsylvania
$2.79M 29,291 -4,576 -14%
NFG
72
Next Financial Group
Texas
$2.56M 26,893 +4,199 +19%
SFP
73
Strategic Financial Partners
Oregon
$2.54M 26,643 -343 -1%
IFS
74
Ifrah Financial Services
Arkansas
$2.51M 26,327 -1,219 -4%
HCP
75
Holt Capital Partners
Texas
$2.36M 24,805 +1,290 +5%
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