MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.24B
2
SIA
2
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
BIM
4
Bullseye Investment Management
Ohio
$11M
5
ONB
5
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
5
Beacon Pointe Advisors
California
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
9WM
51
9258 Wealth Management
Ohio
$9.48M 91,324 +21,062 +30%
PAG
52
Private Advisor Group
New Jersey
$9.44M 90,766 +4,845 +6%
AWM
53
Avior Wealth Management
Nebraska
$9.33M 89,928 +1,143 +1%
JJBC
54
James J. Burns & Company
New York
$8.89M 85,687 -2,265 -3%
TA
55
TFB Advisors
Kansas
$8.62M 83,074 +5,647 +7%
MFG
56
Marmo Financial Group
Tennessee
$8.61M 82,975 +3,116 +4%
SI
57
Stephens Inc
Arkansas
$8.33M 80,299 -4,644 -5%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$7.98M 76,936 +5,704 +8%
AI
59
Atria Investments
North Carolina
$7.82M 75,337 -48,732 -39%
CP
60
Capital Planning
Washington
$7.58M 73,035 +2,535 +4%
VBWMG
61
Von Berge Wealth Management Group
California
$7.11M 68,513 +4,668 +7%
PD
62
Planning Directions
Pennsylvania
$6.97M 67,168 -487 -0.7%
HWM
63
HB Wealth Management
Georgia
$6.93M 66,778 +421 +0.6%
TCBWMS
64
Texas Capital Bank Wealth Management Services
Texas
$6.74M 64,917 -316 -0.5%
Goldman Sachs
65
Goldman Sachs
New York
$6.73M 64,908 -10,409 -14%
DADC
66
D.A. Davidson & Co
Montana
$6.61M 63,731 +927 +1%
MWM
67
Merriman Wealth Management
Washington
$6.56M 63,239 +63,239 New
WP
68
WealthShield Partners
North Carolina
$6.45M 62,148 +152 +0.2%
CCA
69
Checchi Capital Advisers
California
$6.38M 61,523 -673 -1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$6.3M 60,734 -21,961 -27%
PFM
71
Phillips Financial Management
Indiana
$6.25M 60,272 -548 -0.9%
Wealthfront Advisers
72
Wealthfront Advisers
California
$5.95M 57,311 +3,002 +6%
EWM
73
Empirical Wealth Management
Washington
$5.88M 56,715 +7,670 +16%
CFAM
74
Center For Asset Management
Florida
$5.85M 56,337 +291 +0.5%
IWC
75
Integrated Wealth Concepts
Massachusetts
$5.7M 54,967 +43,717 +389%
1 2
3
4 5