MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$979M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
AC
3
Avestar Capital
New York
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
MFG
2
Merit Financial Group
Georgia
$19.6M
3
KCM
3
Karp Capital Management
California
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
51
SOL Capital Management
Maryland
$8.19M 91,101 +170 +0.2%
US Bancorp
52
US Bancorp
Minnesota
$8.15M 90,636 +19 +0%
SI
53
Stephens Inc
Arkansas
$7.52M 83,660 +739 +0.9%
PAG
54
Private Advisor Group
New Jersey
$7.41M 82,358 +1,024 +1%
CFD
55
Creative Financial Designs
Indiana
$6.87M 76,414 +3,803 +5%
SAMT
56
Select Asset Management & Trust
Pennsylvania
$6.85M 76,232 -10,037 -12%
CP
57
Capital Planning
Washington
$6.5M 71,744 +2,474 +4%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$6.38M 70,922 +3,395 +5%
TCBWMS
59
Texas Capital Bank Wealth Management Services
Texas
$6.07M 67,520 -607 -0.9%
HWM
60
HB Wealth Management
Georgia
$6.04M 67,199 -5,240 -7%
PD
61
Planning Directions
Pennsylvania
$5.98M 66,544 +1,316 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$5.94M 66,021 +13,307 +25%
JJBC
63
James J. Burns & Company
New York
$5.91M 65,725 +65,725 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$5.88M 65,353 +2,984 +5%
CW
65
CreativeOne Wealth
Kansas
$5.85M 65,102 +65,102 New
CCA
66
Checchi Capital Advisers
California
$5.73M 63,698 +16,277 +34%
WP
67
WealthShield Partners
North Carolina
$5.58M 61,624 – –
TWP
68
Transparent Wealth Partners
Arkansas
$5.58M 62,031 -21,254 -26%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$5.56M 61,811 -53,505 -46%
PFM
70
Phillips Financial Management
Indiana
$5.54M 61,595 -791 -1%
DADC
71
D.A. Davidson & Co
Montana
$5.52M 61,442 +1,400 +2%
CFAM
72
Center For Asset Management
Florida
$5.29M 58,848 +4,180 +8%
Goldman Sachs
73
Goldman Sachs
New York
$5.15M 57,262 +865 +2%
VBWMG
74
Von Berge Wealth Management Group
California
$5.02M 54,995 +2,685 +5%
Wealthfront Advisers
75
Wealthfront Advisers
California
$4.82M 53,577 +9,223 +21%
1 2
3
4 5