MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$705M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$33.6M
3
WAM
3
WNY Asset Management
New York
$16.6M
4
SVCP
4
Silicon Valley Capital Partners
California
$15.1M
5
BUB
5
BBVA USA Bancshares
Texas
$12.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$185M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$168M
3
Bank of America
3
Bank of America
North Carolina
$426M
4
FI
4
FormulaFolio Investments
Michigan
$0
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
76
Wells Financial Advisors
Massachusetts
$2.18M 22,903 -2,478 -10%
HWA
77
Hilltop Wealth Advisors
North Carolina
$2.18M 22,862 -220 -1%
AWM
78
AE Wealth Management
Kansas
$2.11M 22,175 -1,936 -8%
APA
79
American Portfolios Advisors
New York
$2.05M 21,539 +1,141 +6%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$2M 20,990 +4,571 +28%
OAJ
81
Ogorek Anthony Joseph
New York
$1.98M 20,843 -839 -4%
CF
82
Centaurus Financial
California
$1.87M 19,680 +5,816 +42%
QI
83
QS Investors
New York
$1.8M 18,920 – –
BOH
84
Bank of Hawaii
Hawaii
$1.76M 18,505 -3,185 -15%
BWA
85
BDO Wealth Advisors
Florida
$1.74M 18,316 -587 -3%
FC
86
Ferris Capital
Massachusetts
$1.73M 18,179 -120 -0.7%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$1.68M 17,601 -2,800 -14%
PA
88
Procyon Advisors
Connecticut
$1.64M 17,262 -2,763 -14%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.62M 17,041 +9,835 +136%
NFP
90
Novak Financial Planning
Maryland
$1.61M 16,947 +1,835 +12%
SCA
91
Stuart Chaussee & Associates
California
$1.51M 15,833 +15,833 New
FTUS
92
Flow Traders U.S.
New York
$1.5M 15,702 +15,702 New
PWP
93
Principle Wealth Partners
Connecticut
$1.39M 14,575 -2,447 -14%
MGIA
94
Matthew Goff Investment Advisor
Texas
$1.35M 14,126 -230 -2%
Jane Street
95
Jane Street
New York
$1.34M 14,057 +14,057 New
RPSA
96
Richard P. Slaughter Associates
Texas
$1.34M 14,061 +14,061 New
GWM
97
Gray Wealth Management
Maine
$1.25M 13,123 +1,250 +11%
PB
98
Pinnacle Bancorp
Nebraska
$1.23M 12,940 -160 -1%
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$1.2M 12,644 +7,155 +130%
MIAN
100
Mariner Independent Advisor Network
Kansas
$1.11M 11,657 -29 -0.2%
2 3
4
5 6