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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
SVCP
2
Silicon Valley Capital Partners
California
$33.6M
3
BWP
3
BSW Wealth Partners
Colorado
$28.6M
4
PIA
4
Petredis Investment Advisors
Pennsylvania
$27.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$66.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
2
Wells Fargo
California
$56.4M
3
AC
3
Avestar Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M
5
DWP
5
Destiny Wealth Partners
Florida
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
51
SOL Capital Management
Maryland
$9.69M 94,181 +3,080 +3%
AWM
52
Avior Wealth Management
Nebraska
$9.55M 92,807 -4,703 -5%
US Bancorp
53
US Bancorp
Minnesota
$9.49M 92,297 +1,661 +2%
SWM
54
Segment Wealth Management
Texas
$9.2M 89,435 -2,854 -3%
Stifel Financial
55
Stifel Financial
Missouri
$9.18M 89,246 -2,587 -3%
SI
56
Stephens Inc
Arkansas
$8.75M 85,069 +1,409 +2%
CFD
57
Creative Financial Designs
Indiana
$8.18M 79,527 +3,113 +4%
JJBC
58
James J. Burns & Company
New York
$7.7M 74,862 +9,137 +14%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$7.66M 74,437 +3,515 +5%
CP
60
Capital Planning
Washington
$7.64M 74,314 +2,570 +4%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$7.56M 73,545 +7,524 +11%
TA
62
TFB Advisors
Kansas
$7.41M 72,048 +72,048 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$7.09M 68,928 +3,575 +5%
9WM
64
9258 Wealth Management
Ohio
$7.03M 68,396 +18,889 +38%
PD
65
Planning Directions
Pennsylvania
$6.95M 67,611 +1,067 +2%
TCBWMS
66
Texas Capital Bank Wealth Management Services
Texas
$6.89M 66,982 -538 -0.8%
MWM
67
Merriman Wealth Management
Washington
$6.81M 66,248 +66,248 New
HWM
68
HB Wealth Management
Georgia
$6.79M 65,976 -1,223 -2%
DADC
69
D.A. Davidson & Co
Montana
$6.48M 63,046 +1,604 +3%
CW
70
CreativeOne Wealth
Kansas
$6.47M 62,943 -2,159 -3%
VBWMG
71
Von Berge Wealth Management Group
California
$6.37M 61,146 +6,151 +11%
TWP
72
Transparent Wealth Partners
Arkansas
$6.32M 61,479 -552 -0.9%
WP
73
WealthShield Partners
North Carolina
$6.32M 61,446 -178 -0.3%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$6.29M 61,124 -687 -1%
PFM
75
Phillips Financial Management
Indiana
$6.26M 60,820 -775 -1%
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3
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