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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
2
AssetMark Inc
California
$959M
3
Bank of America
3
Bank of America
North Carolina
$439M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
5
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
1
CSM Advisors
Pennsylvania
$0
2
NRA
2
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$176M
5
LNC
5
Lincoln National Corp
Pennsylvania
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
76
Peak Financial Advisors
Colorado
$4.71M 48,924 -873 -2%
Wealthfront Advisers
77
Wealthfront Advisers
California
$4.27M 44,354 +11,303 +34%
WB
78
WesBanco Bank
West Virginia
$4.27M 44,345 -5,615 -11%
EWA
79
EverSource Wealth Advisors
Alabama
$4.24M 44,118 -10,502 -19%
CL
80
Cabana LLC
Arkansas
$4.07M 42,262 +42,262 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4M 41,605 +1,418 +4%
AI
82
Atria Investments
North Carolina
$3.99M 41,481 +3,928 +10%
HCP
83
Holt Capital Partners
Texas
$3.99M 41,452 +6,065 +17%
FWM
84
Focused Wealth Management
New York
$3.86M 40,081 +40,081 New
C
85
CEDRUS
Colorado
$3.76M 39,046 +39,046 New
EWM
86
Empirical Wealth Management
Washington
$3.71M 38,610 -4,503 -10%
EWA
87
Encompass Wealth Advisors
Oregon
$3.44M 35,806 -25,184 -41%
AWM
88
AE Wealth Management
Kansas
$3.38M 35,169 -102,300 -74%
RA
89
Resolute Advisors
California
$3.34M 34,682 +124 +0.4%
BCM
90
Brookstone Capital Management
Illinois
$3.18M 32,794 -9,264 -22%
CPFP
91
Clear Perspectives Financial Planning
Ohio
$3.08M 32,047 +31,262 +3,982%
CF
92
Centaurus Financial
California
$3.06M 31,780 -2,116 -6%
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$3M 31,189 +1,868 +6%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$2.96M 30,751 +3,469 +13%
AF
95
Allworth Financial
California
$2.95M 30,657 -1,015 -3%
GWM
96
Gray Wealth Management
Maine
$2.89M 30,049 +3,488 +13%
ACI
97
Alpha Cubed Investments
California
$2.84M 29,564 -17 -0.1%
RPSA
98
Richard P. Slaughter Associates
Texas
$2.82M 29,292 +1,287 +5%
WFA
99
Wells Financial Advisors
Massachusetts
$2.72M 28,254 +334 +1%
AC
100
Avant Capital
Louisiana
$2.66M 27,635 -135 -0.5%
2 3
4
5 6