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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$979M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
AC
3
Avestar Capital
New York
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
MFG
2
Merit Financial Group
Georgia
$19.6M
3
KCM
3
Karp Capital Management
California
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$4.53M 50,370 +257 +0.5%
9WM
77
9258 Wealth Management
Ohio
$4.45M 49,507 +26,501 +115%
UCFA
78
United Capital Financial Advisors
Texas
$4.3M 47,787 -1,531 -3%
PFA
79
Peak Financial Advisors
Colorado
$4.25M 47,244 -1,680 -3%
HCP
80
Holt Capital Partners
Texas
$4.21M 46,767 +5,315 +13%
C
81
CEDRUS
Colorado
$4.1M 45,557 +6,511 +17%
AWS
82
Atria Wealth Solutions
New York
$3.91M 43,303 -12,956 -23%
AI
83
Atria Investments
North Carolina
$3.71M 41,289 -192 -0.5%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$3.66M 40,699 -906 -2%
EWA
85
EverSource Wealth Advisors
Alabama
$3.59M 39,961 -4,157 -9%
AF
86
Allworth Financial
California
$3.47M 38,558 +7,901 +26%
RA
87
Resolute Advisors
California
$3.39M 37,440 +2,758 +8%
RPSA
88
Richard P. Slaughter Associates
Texas
$3.39M 37,696 +8,404 +29%
EWM
89
Empirical Wealth Management
Washington
$3.37M 37,521 -1,089 -3%
CA
90
Continuum Advisory
Idaho
$3.34M 37,123 +14,470 +64%
NYLIM
91
New York Life Investment Management
New York
$3.29M 36,583 -21,112 -37%
CFO
92
CVA Family Office
Colorado
$3.04M 33,820 +22,630 +202%
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$3.02M 33,581 +2,392 +8%
CF
94
Centaurus Financial
California
$2.94M 32,745 +965 +3%
CPFP
95
Clear Perspectives Financial Planning
Ohio
$2.9M 32,211 +164 +0.5%
GWM
96
Gray Wealth Management
Maine
$2.85M 31,654 +1,605 +5%
IA
97
IFP Advisors
Florida
$2.81M 37,146 +32,504 +700%
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$2.72M 30,205 -546 -2%
EWA
99
Encompass Wealth Advisors
Oregon
$2.67M 29,731 -6,075 -17%
ACI
100
Alpha Cubed Investments
California
$2.61M 29,017 -547 -2%
2 3
4
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