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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
4
Merriman Wealth Management
Washington
$7.8M
5
WP
5
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
2
Beacon Pointe Advisors
California
$52.8M
3
WAM
3
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
5
Capital Advantage
California
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
76
Wells Financial Advisors
Massachusetts
$2.72M 27,790 +5,140 +23%
LWMG
77
Levy Wealth Management Group
Pennsylvania
$2.7M 27,540 -1,197 -4%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$2.68M 27,373 -727 -3%
APA
79
American Portfolios Advisors
New York
$2.66M 27,205 +4,881 +22%
KTC
80
Kistler-Tiffany Companies
Pennsylvania
$2.62M 26,819 +6,131 +30%
EWA
81
EP Wealth Advisors
California
$2.62M 26,737 -32,403 -55%
IFS
82
Ifrah Financial Services
Arkansas
$2.48M 25,358 -3 -0%
BCM
83
Brookstone Capital Management
Illinois
$2.4M 24,142 +1,192 +5%
CF
84
Clarity Financial
Texas
$2.33M 23,804 +23,804 New
Goldman Sachs
85
Goldman Sachs
New York
$2.33M 23,773 +21,331 +874%
GWM
86
Gray Wealth Management
Maine
$2.27M 23,237 +5,753 +33%
AWM
87
AE Wealth Management
Kansas
$2.21M 22,627 +367 +2%
HWA
88
Hilltop Wealth Advisors
North Carolina
$2.16M 22,043 -547 -2%
GM
89
GeoWealth Management
Illinois
$2.02M 20,610 +20,610 New
OAJ
90
Ogorek Anthony Joseph
New York
$1.83M 18,675 -2,087 -10%
BOH
91
Bank of Hawaii
Hawaii
$1.81M 18,505 – –
RPSA
92
Richard P. Slaughter Associates
Texas
$1.8M 18,371 +472 +3%
PA
93
Procyon Advisors
Connecticut
$1.75M 17,929 +66 +0.4%
AF
94
Allworth Financial
California
$1.73M 17,719 +12,012 +210%
FC
95
Ferris Capital
Massachusetts
$1.71M 16,296 +16,296 New
BWA
96
BDO Wealth Advisors
Florida
$1.64M 16,794 – –
Wealthfront Advisers
97
Wealthfront Advisers
California
$1.64M 16,716 -3,565 -18%
TRCT
98
Tower Research Capital (TRC)
New York
$1.58M 16,130 +5,324 +49%
MGIA
99
Matthew Goff Investment Advisor
Texas
$1.38M 14,126 – –
PWP
100
Principle Wealth Partners
Connecticut
$1.37M 13,975 – –
2 3
4
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