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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
4
Merriman Wealth Management
Washington
$7.8M
5
WP
5
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
2
Beacon Pointe Advisors
California
$52.8M
3
WAM
3
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
5
Capital Advantage
California
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
51
Capital Planning
Washington
$6.68M 67,815 +997 +1%
PFM
52
Phillips Financial Management
Indiana
$6.3M 64,329 – –
WP
53
WealthShield Partners
North Carolina
$6.24M 63,760 +63,760 New
MML Investors Services
54
MML Investors Services
Massachusetts
$5.71M 58,387 +3,076 +6%
PD
55
Planning Directions
Pennsylvania
$5.59M 57,168 -625 -1%
DADC
56
D.A. Davidson & Co
Montana
$5.45M 55,723 +2,323 +4%
CFAM
57
Center For Asset Management
Florida
$5.39M 55,062 +994 +2%
UCFA
58
United Capital Financial Advisors
Texas
$4.86M 49,621 -840 -2%
CCA
59
Checchi Capital Advisers
California
$4.61M 47,154 -298 -0.6%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$4.56M 46,645 +1,960 +4%
EWA
61
Encompass Wealth Advisors
Oregon
$4.53M 46,252 +2,702 +6%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$4.4M 44,930 +1,459 +3%
EWM
63
Empirical Wealth Management
Washington
$4.29M 43,860 +3,008 +7%
WB
64
WesBanco Bank
West Virginia
$4.16M 42,501 -26,997 -39%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$3.7M 37,585 +37,585 New
KAS
66
Kestra Advisory Services
Texas
$3.64M 37,174 +29,960 +415%
RA
67
Resolute Advisors
California
$3.35M 33,966 – –
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.18M 32,460 +2,560 +9%
HCP
69
Holt Capital Partners
Texas
$3.12M 31,850 +2,015 +7%
ACI
70
Alpha Cubed Investments
California
$3.05M 31,147 -5,298 -15%
CF
71
Centaurus Financial
California
$3.04M 31,063 +3,603 +13%
NFG
72
Next Financial Group
Texas
$2.81M 28,714 +3,360 +13%
SFP
73
Strategic Financial Partners
Oregon
$2.81M 28,708 +550 +2%
RGC
74
Roberts, Glore & Co
Illinois
$2.76M 28,198 -2,834 -9%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$2.75M 28,070 +3,488 +14%
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