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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

120 hedge funds and large institutions have $1.06B invested in Vanguard Mega Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
2.75%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
14
Increased
39
Reduced
36
Closed
13
Calls
$415K
Puts
–
Net Calls
+$415K
Net Calls Change
+$415K

Top Buyers

1
LNC
Lincoln National Corp
Pennsylvania
+$23.6M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.56M
3
BWA
BDO Wealth Advisors
Florida
+$2.41M
4
WB
WesBanco Bank
West Virginia
+$2.2M
5
UBS Group
UBS Group
Switzerland
+$1.83M

Top Sellers

1
AC
Alexandria Capital
Virginia
-$9.53M
2
Morgan Stanley
Morgan Stanley
New York
-$6.32M
3
HighTower Advisors
HighTower Advisors
Illinois
-$5.18M
4
Bank of America
Bank of America
North Carolina
-$4.18M
5
SG Americas Securities
SG Americas Securities
New York
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
76
Fusion Family Wealth
New York
$284K – – –
ACP
77
Aveo Capital Partners
Colorado
$261K +$7.78K +105 +3%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$250K -$30.2K -407 -11%
Bessemer Group
79
Bessemer Group
New Jersey
$250K – – –
ST
80
Spinnaker Trust
Maine
$240K – – –
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$233K +$74 +1 +0%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229K +$52.8K +713 +30%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K +$8.74K +118 +4%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$187K – – –
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$158K – – –
MCWS
86
McKinley Carter Wealth Services
West Virginia
$155K -$201K -2,712 -56%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$151K +$366 +5 +0.2%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$107K -$35.1K -473 -25%
APSP
89
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K +$223 +3 +0.2%
SWP
90
Stratos Wealth Partners
Ohio
$103K – – –
EA
91
Edge Advisors
Georgia
$88K +$16.6K +224 +23%
William Blair & Company
92
William Blair & Company
Illinois
$77K +$77K +1,045 New
IA
93
IFP Advisors
Florida
$71K – – –
TFS
94
TrustCore Financial Services
Tennessee
$70K – – –
APA
95
American Portfolios Advisors
New York
$60.1K +$666 +9 +1%
WAM
96
Wealthspire Advisors (Maryland)
Maryland
$59K – – –
FPFS
97
First Personal Financial Services
North Carolina
$50K – – –
DSC
98
Duncker Streett & Co
Missouri
$44K – – –
NL
99
NVWM LLC
Pennsylvania
$40K – – –
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$39K +$23.9K +325 +159%
2 3
4
5 6