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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

143 hedge funds and large institutions have $1.4B invested in Vanguard Mega Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
3.19%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
28
Increased
59
Reduced
34
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$195M
2
AssetMark Inc
AssetMark Inc
California
+$26.9M
3
UBS Group
UBS Group
Switzerland
+$9.39M
4
Bank of America
Bank of America
North Carolina
+$8.44M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.31M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.42M
2
AWM
AE Wealth Management
Kansas
-$1.76M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$1.63M
4
SS
Simplicity Solutions
Minnesota
-$1.23M
5
CWM
Cornerstone Wealth Management
Missouri
-$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$499K +$14.3K +200 +3%
AIA
77
Angeles Investment Advisors
California
$491K +$491K +6,866 New
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$487K -$7.06K -99 -1%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$467K +$79K +1,104 +20%
HCM
80
Hamlin Capital Management
New York
$449K +$449K +6,280 New
GIA
81
Gladstone Institutional Advisory
Florida
$433K +$433K +6,052 New
RT
82
Reliance Trust
Georgia
$416K +$9.08K +127 +2%
FMII
83
Farmers & Merchants Investments Inc
Nebraska
$409K -$29.8K -416 -7%
VFA
84
Voya Financial Advisors
Connecticut
$401K +$1.63K +23 +0.4%
BAC
85
Boys Arnold & Co
North Carolina
$382K +$99K +1,400 +35%
Vanguard Group
86
Vanguard Group
Pennsylvania
$374K -$51.5K -721 -12%
MOS
87
MGO One Seven
Ohio
$367K +$367K +5,146 New
TL
88
TrueWealth LLC
Georgia
$350K – – –
UBS AM
89
UBS AM
Illinois
$339K +$335K +4,689 +7,815%
MWA
90
Martel Wealth Advisors
Washington
$319K -$7.43K -104 -2%
CA
91
Cetera Advisors
Colorado
$318K -$63.7K -888 -17%
ACP
92
Aveo Capital Partners
Colorado
$309K +$27.5K +384 +10%
5L
93
55I LLC
Massachusetts
$301K +$301K +4,213 New
SAM
94
Silvercrest Asset Management
New York
$300K – – –
AT
95
Arden Trust
Delaware
$296K -$83.1K -1,163 -22%
JIC
96
Johnson Investment Counsel
Ohio
$284K +$284K +3,975 New
FFW
97
Fusion Family Wealth
New York
$274K – – –
PWMG
98
Prestige Wealth Management Group
New Jersey
$259K +$259K +3,630 New
PCIA
99
Prime Capital Investment Advisors
Kansas
$251K +$251K +3,511 New
Bessemer Group
100
Bessemer Group
New Jersey
$241K – – –
2 3
4
5 6