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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
SVCP
2
Silicon Valley Capital Partners
California
$33.6M
3
BWP
3
BSW Wealth Partners
Colorado
$28.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$66.3M
5
Bank of America
5
Bank of America
North Carolina
$491M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
2
Wells Fargo
California
$56.4M
3
AC
3
Avestar Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M
5
DWP
5
Destiny Wealth Partners
Florida
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$6.22M 60,489 +3,227 +6%
SAMT
77
Select Asset Management & Trust
Pennsylvania
$5.91M 57,465 -18,767 -25%
CFAM
78
Center For Asset Management
Florida
$5.76M 55,995 -2,853 -5%
Wealthfront Advisers
79
Wealthfront Advisers
California
$5.6M 54,450 +873 +2%
CPFP
80
Clear Perspectives Financial Planning
Ohio
$5.58M 54,252 +22,041 +68%
C
81
CEDRUS
Colorado
$5.13M 49,876 +4,319 +9%
PFA
82
Peak Financial Advisors
Colorado
$5.06M 49,185 +1,941 +4%
HCP
83
Holt Capital Partners
Texas
$4.86M 47,267 +500 +1%
RPSA
84
Richard P. Slaughter Associates
Texas
$4.82M 46,892 +9,196 +24%
EWM
85
Empirical Wealth Management
Washington
$4.72M 45,883 +8,362 +22%
MAWA
86
Moss Adams Wealth Advisors
Washington
$4.58M 44,556 +44,556 New
WB
87
WesBanco Bank
West Virginia
$4.41M 42,847 +42,847 New
AI
88
Atria Investments
North Carolina
$4.31M 41,878 +589 +1%
AWS
89
Atria Wealth Solutions
New York
$4.29M 41,732 -1,571 -4%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$4.24M 41,224 +525 +1%
CAN
91
Cetera Advisor Networks
California
$4.21M 40,906 -60,072 -59%
SAG
92
SageView Advisory Group
California
$4.15M 40,332 +40,332 New
EWA
93
EverSource Wealth Advisors
Alabama
$4.13M 40,168 +207 +0.5%
CI
94
CX Institutional
Indiana
$3.93M 38,257 +38,257 New
RA
95
Resolute Advisors
California
$3.9M 37,966 +526 +1%
NYLIM
96
New York Life Investment Management
New York
$3.76M 36,519 -64 -0.2%
PWP
97
Principle Wealth Partners
Connecticut
$3.67M 35,645 +1,525 +4%
AF
98
Allworth Financial
California
$3.66M 35,573 -2,985 -8%
CFO
99
CVA Family Office
Colorado
$3.65M 35,482 +1,662 +5%
KTC
100
Kistler-Tiffany Companies
Pennsylvania
$3.53M 34,314 +733 +2%
2 3
4
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