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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.2M
2
AssetMark Inc
AssetMark Inc
California
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.04M
4
LNC
Lincoln National Corp
Pennsylvania
+$7.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.91M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
LPL Financial
LPL Financial
California
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$7.1M
4
PD
Planning Directions
Pennsylvania
-$5.65M
5
Ameriprise
Ameriprise
Minnesota
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
76
Pinion Investment Advisors
Kansas
$754K +$35.8K +542 +5%
BP
77
Ballentine Partners
Massachusetts
$706K – – –
GWM
78
Gray Wealth Management
Maine
$678K +$678K +10,176 New
HCP
79
Holt Capital Partners
Texas
$677K +$677K +10,255 New
SB
80
Strategic Blueprint
Georgia
$651K +$651K +9,855 New
HIS
81
Horizon Investment Services
Indiana
$596K +$90.3K +1,368 +18%
W
82
WealthOne
New York
$593K +$593K +8,985 New
LWA
83
LWS Wealth Advisors
New Jersey
$589K +$24.5K +371 +4%
Northern Trust
84
Northern Trust
Illinois
$558K -$85.8K -1,300 -13%
PT
85
Plimoth Trust
Massachusetts
$529K +$2.97K +45 +0.6%
PL
86
Plancorp LLC
Missouri
$496K – – –
ACP
87
Aveo Capital Partners
Colorado
$496K +$232K +3,515 +88%
AIA
88
Angeles Investment Advisors
California
$490K -$19.3K -260 -4%
Citigroup
89
Citigroup
New York
$476K -$259K -3,920 -35%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$471K +$420K +6,359 +827%
S
91
SignatureFD
Georgia
$451K -$31K -469 -6%
PTP
92
Platform Technology Partners
New York
$421K +$421K +6,384 New
ZIC
93
ZWJ Investment Counsel
Georgia
$396K -$264K -4,000 -40%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$394K -$85.4K -1,295 -18%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$387K -$59K -894 -13%
WWM
96
Western Wealth Management
Colorado
$381K +$142K +2,147 +59%
MOS
97
MGO One Seven
Ohio
$368K – – –
PBF
98
Petix & Botte Financial
California
$356K -$77.4K -1,173 -18%
AIC
99
Ameritas Investment Company
Nebraska
$342K +$39.6K +600 +13%
TL
100
TrueWealth LLC
Georgia
$323K – – –
2 3
4
5 6