MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Vanguard Mega Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 12 closing their positions.

Holders
270
Holders Change
+37
Holders Change %
+15.88%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
54
Increased
102
Reduced
69
Closed
12
Calls
$2.87M
Puts
$5M
Net Calls
-$2.13M
Net Calls Change
-$2.34M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$958M
2
SFA
2
Sequoia Financial Advisors
Ohio
$40M
3
SC
3
Savant Capital
Illinois
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$436M
5
KAS
5
Kestra Advisory Services
Texas
$16.4M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$11.3M
2
SVCP
2
Silicon Valley Capital Partners
California
$2.1M
3
BPA
3
Beacon Pointe Advisors
California
$50.1M
4
SAMT
4
Select Asset Management & Trust
Pennsylvania
$21.4M
5
CF
5
Clarity Financial
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
51
WealthShield Partners
North Carolina
$6.84M 64,052 +292 +0.5%
PFM
52
Phillips Financial Management
Indiana
$6.82M 63,868 -461 -0.7%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.36M 59,529 +1,142 +2%
EWA
54
EverSource Wealth Advisors
Alabama
$6.29M 58,852 +58,852 New
DADC
55
D.A. Davidson & Co
Montana
$6.26M 58,639 +2,916 +5%
PD
56
Planning Directions
Pennsylvania
$6.25M 58,491 +1,323 +2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$6.21M 58,152 +13,222 +29%
CCA
58
Checchi Capital Advisers
California
$6.06M 56,762 +9,608 +20%
CFAM
59
Center For Asset Management
Florida
$5.84M 54,679 -383 -0.7%
WB
60
WesBanco Bank
West Virginia
$5.3M 49,600 +7,099 +17%
UCFA
61
United Capital Financial Advisors
Texas
$5.17M 48,419 -1,202 -2%
EWA
62
Encompass Wealth Advisors
Oregon
$5.1M 47,719 +1,467 +3%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$4.97M 46,525 -120 -0.3%
VBWMG
64
Von Berge Wealth Management Group
California
$4.69M 44,303 +44,303 New
EWM
65
Empirical Wealth Management
Washington
$4.63M 43,332 -528 -1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$4.03M 37,751 +5,291 +16%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$3.89M 36,438 -1,147 -3%
AWM
68
AE Wealth Management
Kansas
$3.69M 34,553 +11,926 +53%
RA
69
Resolute Advisors
California
$3.67M 34,387 +421 +1%
HCP
70
Holt Capital Partners
Texas
$3.54M 33,117 +1,267 +4%
CF
71
Centaurus Financial
California
$3.43M 32,085 +1,022 +3%
NFG
72
Next Financial Group
Texas
$3.16M 29,556 +842 +3%
LWMG
73
Levy Wealth Management Group
Pennsylvania
$3.03M 28,402 +862 +3%
ACI
74
Alpha Cubed Investments
California
$3.02M 28,270 -2,877 -9%
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$3.02M 28,231 +1,412 +5%
1 2
3
4 5