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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

90 hedge funds and large institutions have $707M invested in Vanguard Mega Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
9
Increased
30
Reduced
32
Closed
8
Calls
–
Puts
$301K
Net Calls
-$301K
Net Calls Change
-$301K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$85.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$98.2M
3
Wells Fargo
Wells Fargo
California
$8.6M
4
LNC
Lincoln National Corp
Pennsylvania
$49.5M
5
LPL Financial
LPL Financial
California
$9.79M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
CS
Credit Suisse
Switzerland
$0
3
Morgan Stanley
Morgan Stanley
New York
$97.2M
4
TCT
TIAA CREF Trust
Missouri
$0
5
RJA
Raymond James & Associates
Florida
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
76
First Personal Financial Services
North Carolina
$47K – – –
Creative Planning
77
Creative Planning
Kansas
$44K -$27.3K -436 -38%
DSC
78
Duncker Streett & Co
Missouri
$38K – – –
WA
79
WFG Advisors
Texas
$36K -$15.3K -246 -30%
EFSCE
80
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
CTC
81
Central Trust Company
Missouri
$31K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$29K – – –
S
83
SignatureFD
Georgia
$21K – – –
JFA
84
JNBA Financial Advisors
Minnesota
$21K +$21K +341 New
Legal & General Group
85
Legal & General Group
United Kingdom
$20K – – –
BlackRock
86
BlackRock
New York
$18K +$6.1K +99 +51%
ClearBridge Investments
87
ClearBridge Investments
New York
$10K +$10K +166 New
BBHC
88
Brown Brothers Harriman & Co
New York
$5K -$431K -6,634 -99%
VWM
89
Valley Wealth Managers
New Jersey
$3K – – –
CS
90
Credit Suisse
Switzerland
– -$3.34M -54,233 Closed
TCT
91
TIAA CREF Trust
Missouri
– -$1.07M -17,411 Closed
FNBOO
92
First National Bank of Omaha
Nebraska
– -$462K -7,500 Closed
CAN
93
Cetera Advisor Networks
California
– -$391K -6,324 Closed
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
– -$91K -1,475 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
– -$51K -828 Closed
SFPM
96
Sensible Financial Planning & Management
Massachusetts
– -$20K -318 Closed
CFA
97
Carroll Financial Associates
North Carolina
– -$11K -190 Closed
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