We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

446,600% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $1K

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

127% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 55

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

9% more capital invested

Capital invested by funds: $3.58B → $3.91B (+$325M)

9% more funds holding

Funds holding: 270293 (+23)

1.03% more ownership

Funds ownership: 71.67%72.69% (+1%)

Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.62%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$8.83M +$302K +2,848 +4%
PA
52
Procyon Advisors
Connecticut
$8.73M +$555K +5,235 +7%
PAG
53
Private Advisor Group
New Jersey
$8.63M +$571K +5,384 +7%
MML Investors Services
54
MML Investors Services
Massachusetts
$7.84M +$1.43M +13,510 +23%
HWM
55
HB Wealth Management
Georgia
$7.79M
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$7.57M
CP
57
Capital Planning
Washington
$7.5M -$32.6K -307 -0.4%
CCA
58
Checchi Capital Advisers
California
$7.23M +$1.13M +10,647 +19%
PFM
59
Phillips Financial Management
Indiana
$6.82M -$38.8K -366 -0.6%
WP
60
WealthShield Partners
North Carolina
$6.79M -$84.3K -795 -1%
EWA
61
Encompass Wealth Advisors
Oregon
$6.54M +$1.41M +13,271 +28%
PD
62
Planning Directions
Pennsylvania
$6.38M +$99.7K +940 +2%
JP Morgan Chase
63
JP Morgan Chase
New York
$6.36M +$121K +1,136 +2%
DADC
64
D.A. Davidson & Co
Montana
$6.27M -$18.9K -178 -0.3%
EWA
65
EverSource Wealth Advisors
Alabama
$5.86M -$449K -4,232 -7%
CFAM
66
Center For Asset Management
Florida
$5.82M -$44.7K -421 -0.8%
AWS
67
Atria Wealth Solutions
New York
$5.75M +$5.68M +53,534 New
RJFSA
68
Raymond James Financial Services Advisors
Florida
$5.58M +$576K +5,426 +12%
WB
69
WesBanco Bank
West Virginia
$5.36M +$38.2K +360 +0.7%
PFA
70
Peak Financial Advisors
Colorado
$5.34M +$5.28M +49,797 New
UCFA
71
United Capital Financial Advisors
Texas
$5.11M -$82K -773 -2%
VBWMG
72
Von Berge Wealth Management Group
California
$5.11M +$343K +3,233 +7%
WCAMG
73
Woodard & Company Asset Management Group
North Carolina
$4.96M +$4.9M +46,212 New
Jane Street
74
Jane Street
New York
$4.95M +$2.42M +22,842 +98%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.77M +$710K +6,694 +18%