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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

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.

Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
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

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.04B
2
MFG
2
Merit Financial Group
Georgia
$32.2M
3
CA
3
CSM Advisors
Pennsylvania
$28.2M
4
NRA
4
NSI Retail Advisors
Pennsylvania
$28.2M
5
Bank of America
5
Bank of America
North Carolina
$466M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$15.3M
2
LNC
2
Lincoln National Corp
Pennsylvania
$202M
3
BFG
3
Bouchey Financial Group
New York
$0
4
SAMT
4
Select Asset Management & Trust
Pennsylvania
$14.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$8.83M 82,311 +2,848 +4%
PA
52
Procyon Advisors
Connecticut
$8.73M 81,304 +5,235 +7%
PAG
53
Private Advisor Group
New Jersey
$8.63M 80,373 +5,384 +7%
MML Investors Services
54
MML Investors Services
Massachusetts
$7.84M 73,039 +13,510 +23%
HWM
55
HB Wealth Management
Georgia
$7.79M 72,581 – –
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$7.57M 70,552 – –
CP
57
Capital Planning
Washington
$7.51M 69,935 -307 -0.4%
CCA
58
Checchi Capital Advisers
California
$7.23M 67,409 +10,647 +19%
PFM
59
Phillips Financial Management
Indiana
$6.82M 63,502 -366 -0.6%
WP
60
WealthShield Partners
North Carolina
$6.79M 63,257 -795 -1%
EWA
61
Encompass Wealth Advisors
Oregon
$6.55M 60,990 +13,271 +28%
PD
62
Planning Directions
Pennsylvania
$6.38M 59,431 +940 +2%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$6.36M 59,288 +1,136 +2%
DADC
64
D.A. Davidson & Co
Montana
$6.27M 58,461 -178 -0.3%
EWA
65
EverSource Wealth Advisors
Alabama
$5.86M 54,620 -4,232 -7%
CFAM
66
Center For Asset Management
Florida
$5.82M 54,258 -421 -0.8%
AWS
67
Atria Wealth Solutions
New York
$5.75M 53,534 +53,534 New
RJFSA
68
Raymond James Financial Services Advisors
Florida
$5.58M 51,951 +5,426 +12%
WB
69
WesBanco Bank
West Virginia
$5.36M 49,960 +360 +0.7%
PFA
70
Peak Financial Advisors
Colorado
$5.34M 49,797 +49,797 New
UCFA
71
United Capital Financial Advisors
Texas
$5.11M 47,646 -773 -2%
VBWMG
72
Von Berge Wealth Management Group
California
$5.11M 47,536 +3,233 +7%
WCAMG
73
Woodard & Company Asset Management Group
North Carolina
$4.96M 46,212 +46,212 New
Jane Street
74
Jane Street
New York
$4.95M 46,106 +22,842 +98%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.77M 44,445 +6,694 +18%
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