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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
2
AssetMark Inc
California
$959M
3
Bank of America
3
Bank of America
North Carolina
$439M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
5
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
1
CSM Advisors
Pennsylvania
$0
2
NRA
2
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$176M
5
LNC
5
Lincoln National Corp
Pennsylvania
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
TWP
51
Transparent Wealth Partners
Arkansas
$8.01M 83,285 +83,285 New
SI
52
Stephens Inc
Arkansas
$7.98M 82,921 +323 +0.4%
PAG
53
Private Advisor Group
New Jersey
$7.82M 81,334 +961 +1%
CAN
54
Cetera Advisor Networks
California
$7.43M 77,254 +60,432 +359%
CFD
55
Creative Financial Designs
Indiana
$6.98M 72,611 +72,611 New
HWM
56
HB Wealth Management
Georgia
$6.97M 72,439 -142 -0.2%
CP
57
Capital Planning
Washington
$6.66M 69,270 -665 -1%
TCBWMS
58
Texas Capital Bank Wealth Management Services
Texas
$6.55M 68,127 -2,425 -3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$6.49M 67,527 +15,576 +30%
PD
60
Planning Directions
Pennsylvania
$6.27M 65,228 +5,797 +10%
PFM
61
Phillips Financial Management
Indiana
$6M 62,386 -1,116 -2%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$6M 62,369 +3,081 +5%
WP
63
WealthShield Partners
North Carolina
$5.93M 61,624 -1,633 -3%
KCM
64
Karp Capital Management
California
$5.8M 60,319 +60,319 New
DADC
65
D.A. Davidson & Co
Montana
$5.78M 60,042 +1,581 +3%
FIA
66
Foundations Investment Advisors
Arizona
$5.7M 59,242 +59,242 New
NYLIM
67
New York Life Investment Management
New York
$5.55M 57,695 -51,803 -47%
Goldman Sachs
68
Goldman Sachs
New York
$5.42M 56,397 +49,615 +732%
AWS
69
Atria Wealth Solutions
New York
$5.41M 56,259 +2,725 +5%
CFAM
70
Center For Asset Management
Florida
$5.26M 54,668 +410 +0.8%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.11M 52,714 +8,269 +19%
VBWMG
72
Von Berge Wealth Management Group
California
$4.99M 52,310 +4,774 +10%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.82M 50,113 +26,622 +113%
CCA
74
Checchi Capital Advisers
California
$4.77M 47,421 -19,988 -30%
UCFA
75
United Capital Financial Advisors
Texas
$4.74M 49,318 +1,672 +4%
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