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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
Stifel Financial
2
Stifel Financial
Missouri
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$90.8M
4
AI
4
Atria Investments
North Carolina
$12.5M
5
PIA
5
Petredis Investment Advisors
Pennsylvania
$33.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$440M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.06K
3
WAM
3
WNY Asset Management
New York
$4.49M
4
SWM
4
Segment Wealth Management
Texas
$0
5
CCA
5
Checchi Capital Advisers
California
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
76
Wealthfront Advisers
California
$5.49M 54,309 -141 -0.3%
C
77
CEDRUS
Colorado
$5.28M 52,285 +2,409 +5%
CAN
78
Cetera Advisor Networks
California
$5.18M 51,244 +10,338 +25%
SAMT
79
Select Asset Management & Trust
Pennsylvania
$5.08M 50,289 -7,176 -12%
RPSA
80
Richard P. Slaughter Associates
Texas
$5.02M 49,679 +2,787 +6%
EWM
81
Empirical Wealth Management
Washington
$4.95M 49,045 +3,162 +7%
PFA
82
Peak Financial Advisors
Colorado
$4.93M 48,772 -413 -0.8%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$4.72M 46,744 +5,520 +13%
HCP
84
Holt Capital Partners
Texas
$4.69M 46,412 -855 -2%
JWCA
85
J.W. Cole Advisors
Florida
$4.58M 45,303 +16,152 +55%
CPFP
86
Clear Perspectives Financial Planning
Ohio
$4.5M 44,535 -9,717 -18%
WAM
87
WNY Asset Management
New York
$4.49M 44,434 -133,999 -75%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$4.37M 43,222 -17,902 -29%
SAG
89
SageView Advisory Group
California
$4.08M 40,374 +42 +0.1%
EWA
90
EverSource Wealth Advisors
Alabama
$4.05M 40,049 -119 -0.3%
RA
91
Resolute Advisors
California
$3.8M 37,571 -395 -1%
CFO
92
CVA Family Office
Colorado
$3.73M 36,967 +1,485 +4%
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$3.56M 35,208 +894 +3%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$3.53M 34,962 +1,082 +3%
AWS
95
Atria Wealth Solutions
New York
$3.49M 34,534 -7,198 -17%
CF
96
Centaurus Financial
California
$3.44M 34,070 +280 +0.8%
Creative Planning
97
Creative Planning
Kansas
$3.39M 33,523 +7,249 +28%
GWM
98
Gray Wealth Management
Maine
$3.36M 33,304 +776 +2%
SIM
99
Seaview Investment Managers
Florida
$3.19M 31,576 +2,437 +8%
EWA
100
Encompass Wealth Advisors
Oregon
$3.15M 31,182 -992 -3%
2 3
4
5 6