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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
Stifel Financial
2
Stifel Financial
Missouri
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$90.8M
4
AI
4
Atria Investments
North Carolina
$12.5M
5
PIA
5
Petredis Investment Advisors
Pennsylvania
$33.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$440M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.06K
3
WAM
3
WNY Asset Management
New York
$4.49M
4
SWM
4
Segment Wealth Management
Texas
$0
5
CCA
5
Checchi Capital Advisers
California
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$9.63M 95,305 +3,008 +3%
AWM
52
Avior Wealth Management
Nebraska
$8.97M 88,785 -4,022 -4%
JJBC
53
James J. Burns & Company
New York
$8.89M 87,952 +13,090 +17%
PAG
54
Private Advisor Group
New Jersey
$8.68M 85,921 +1,732 +2%
SI
55
Stephens Inc
Arkansas
$8.58M 84,943 -126 -0.1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$8.35M 82,695 +9,150 +12%
MFG
57
Marmo Financial Group
Tennessee
$8.07M 79,859 -36,045 -31%
TA
58
TFB Advisors
Kansas
$7.82M 77,427 +5,379 +7%
Goldman Sachs
59
Goldman Sachs
New York
$7.61M 75,317 +14,828 +25%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$7.44M 73,604 +4,676 +7%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$7.2M 71,232 -3,205 -4%
CP
62
Capital Planning
Washington
$7.12M 70,500 -3,814 -5%
9WM
63
9258 Wealth Management
Ohio
$7.1M 70,262 +1,866 +3%
PD
64
Planning Directions
Pennsylvania
$6.84M 67,655 +44 +0.1%
NYLIM
65
New York Life Investment Management
New York
$6.73M 66,603 +30,084 +82%
HWM
66
HB Wealth Management
Georgia
$6.7M 66,357 +381 +0.6%
TCBWMS
67
Texas Capital Bank Wealth Management Services
Texas
$6.59M 65,233 -1,749 -3%
VBWMG
68
Von Berge Wealth Management Group
California
$6.51M 63,845 +2,699 +4%
WB
69
WesBanco Bank
West Virginia
$6.39M 63,224 +20,377 +48%
DADC
70
D.A. Davidson & Co
Montana
$6.34M 62,804 -242 -0.4%
CCA
71
Checchi Capital Advisers
California
$6.28M 62,196 -87,884 -59%
WP
72
WealthShield Partners
North Carolina
$6.26M 61,996 +550 +0.9%
TWP
73
Transparent Wealth Partners
Arkansas
$6.25M 61,899 +420 +0.7%
PFM
74
Phillips Financial Management
Indiana
$6.14M 60,820 – –
CFAM
75
Center For Asset Management
Florida
$5.66M 56,046 +51 +0.1%
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