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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

136 hedge funds and large institutions have $1.29B invested in Vanguard Mega Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.11%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
19
Increased
53
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.3M
2
AssetMark Inc
AssetMark Inc
California
+$10.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.92M
4
Wells Fargo
Wells Fargo
California
+$5.32M
5
Ameriprise
Ameriprise
Minnesota
+$4.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$9.82M
2
GA
Greytown Advisors
Florida
-$8.17M
3
FAAS
First Allied Advisory Services
California
-$1.09M
4
CF
Centaurus Financial
California
-$733K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$726K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$438K +$42.1K +521 +11%
CA
77
Cetera Advisors
Colorado
$426K +$152K +1,905 +56%
AT
78
Arden Trust
Delaware
$425K -$34.7K -433 -8%
TL
79
TrueWealth LLC
Georgia
$392K – – –
MWA
80
Martel Wealth Advisors
Washington
$366K +$366K +4,574 New
Renaissance Technologies
81
Renaissance Technologies
New York
$344K +$344K +4,300 New
SAM
82
Silvercrest Asset Management
New York
$336K – – –
BAC
83
Boys Arnold & Co
North Carolina
$322K +$322K +4,000 New
FFW
84
Fusion Family Wealth
New York
$307K – – –
ACP
85
Aveo Capital Partners
Colorado
$303K +$33.2K +432 +12%
KA
86
Kovack Advisors
Florida
$298K +$33.5K +418 +13%
Bessemer Group
87
Bessemer Group
New Jersey
$270K – – –
ST
88
Spinnaker Trust
Maine
$260K – – –
RJT
89
Raymond James Trust
Florida
$256K +$28.2K +352 +12%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K – – –
BF
91
BOK Financial
Oklahoma
$235K +$235K +2,939 New
UCFA
92
United Capital Financial Advisors
Texas
$224K +$224K +2,797 New
CAM
93
Concorde Asset Management
Michigan
$213K +$213K +2,651 New
PP
94
PagnatoKarp Partners
Virginia
$212K +$212K +2,630 New
Franklin Resources
95
Franklin Resources
California
$212K +$212K +2,649 New
BRWA
96
B. Riley Wealth Advisors
Florida
$208K -$15.8K -197 -7%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204K -$46.3K -578 -18%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$203K – – –
CAN
99
Cetera Advisor Networks
California
$200K +$200K +2,501 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$181K – – –
2 3
4
5 6