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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.24B
2
SIA
2
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
BIM
4
Bullseye Investment Management
Ohio
$11M
5
ONB
5
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
5
Beacon Pointe Advisors
California
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RPSA
76
Richard P. Slaughter Associates
Texas
$5.62M 54,174 +4,495 +9%
HCP
77
Holt Capital Partners
Texas
$5.42M 52,247 +5,835 +13%
SAMT
78
Select Asset Management & Trust
Pennsylvania
$5.38M 51,820 +1,531 +3%
CAN
79
Cetera Advisor Networks
California
$5.01M 48,254 -2,990 -6%
C
80
CEDRUS
Colorado
$5M 48,171 -4,114 -8%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4.95M 47,666 +922 +2%
WB
82
WesBanco Bank
West Virginia
$4.5M 43,349 -19,875 -31%
NYLIM
83
New York Life Investment Management
New York
$4.46M 42,965 -23,638 -35%
MG
84
Mather Group
Illinois
$4.2M 40,510 +40,510 New
EWA
85
EverSource Wealth Advisors
Alabama
$4.2M 40,449 +400 +1%
RA
86
Resolute Advisors
California
$3.92M 37,814 +243 +0.6%
PI
87
Pachira Investments
California
$3.65M 35,130 +20,746 +144%
KTC
88
Kistler-Tiffany Companies
Pennsylvania
$3.64M 35,084 -124 -0.4%
CFO
89
CVA Family Office
Colorado
$3.55M 34,214 -2,753 -7%
JWCA
90
J.W. Cole Advisors
Florida
$3.53M 34,041 -11,262 -25%
BWM
91
Boyd Wealth Management
California
$3.47M 33,440 +3,807 +13%
GWM
92
Gray Wealth Management
Maine
$3.39M 32,665 -639 -2%
AWS
93
Atria Wealth Solutions
New York
$3.3M 31,840 -2,694 -8%
CA
94
Cetera Advisors
Colorado
$3.3M 31,785 +10,000 +46%
AC
95
Avant Capital
Louisiana
$3.19M 30,742 +464 +2%
CF
96
Centaurus Financial
California
$3.17M 30,580 -3,490 -10%
PWP
97
Principle Wealth Partners
Connecticut
$3.03M 29,195 -475 -2%
ACI
98
Alpha Cubed Investments
California
$3.02M 29,095 +7,824 +37%
EWA
99
Encompass Wealth Advisors
Oregon
$3M 28,897 -2,285 -7%
AWM
100
AE Wealth Management
Kansas
$2.99M 28,782 +4,883 +20%
2 3
4
5 6