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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

178 hedge funds and large institutions have $1.95B invested in Vanguard Mega Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+30
Holders Change %
+20.27%
% of All Funds
3.52%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
37
Increased
65
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$42.7M
2
Bank of America
Bank of America
North Carolina
+$7.35M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.18M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.48M
5
DC
Derby & Company
Massachusetts
+$2.65M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$19.4M
2
KWM
Kingsview Wealth Management
Oregon
-$7.82M
3
BEC
Blue Edge Capital
Virginia
-$7.31M
4
M&T Bank
M&T Bank
New York
-$3.61M
5
FC
Ferris Capital
Massachusetts
-$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
101
TrueWealth LLC
Georgia
$427K – – –
JIC
102
Johnson Investment Counsel
Ohio
$412K – – –
SWP
103
Summit Wealth Partners
Florida
$411K +$411K +4,713 New
MWA
104
Martel Wealth Advisors
Washington
$401K +$5.58K +64 +1%
AIC
105
Ameritas Investment Company
Nebraska
$399K +$95.6K +1,097 +31%
SC
106
Scotia Capital
Ontario, Canada
$370K +$6.79K +78 +2%
PAS
107
Park Avenue Securities
New York
$370K +$370K +4,239 New
SAM
108
Silvercrest Asset Management
New York
$366K – – –
FAAS
109
First Allied Advisory Services
California
$361K -$28.6K -328 -7%
CA
110
Cetera Advisors
Colorado
$351K +$9.65K +111 +3%
ACP
111
Aveo Capital Partners
Colorado
$348K +$3.4K +39 +1%
FFW
112
Fusion Family Wealth
New York
$335K – – –
HB
113
Homrich & Berg
Georgia
$335K +$335K +3,840 New
PWMG
114
Prestige Wealth Management Group
New Jersey
$316K – – –
WWM
115
Western Wealth Management
Colorado
$315K +$315K +3,614 New
5L
116
55I LLC
Massachusetts
$305K – – –
RJT
117
Raymond James Trust
Florida
$305K +$26.2K +300 +9%
GIA
118
Gladstone Institutional Advisory
Florida
$302K -$57.8K -662 -16%
Bessemer Group
119
Bessemer Group
New Jersey
$294K – – –
CRWM
120
Castle Rock Wealth Management
California
$294K +$65.8K +750 +29%
TFS
121
TrustCore Financial Services
Tennessee
$290K – – –
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$284K +$18.3K +210 +7%
ST
123
Spinnaker Trust
Maine
$283K – – –
WIA
124
World Investment Advisors
California
$274K +$16.3K +187 +6%
IWC
125
Integrated Wealth Concepts
Massachusetts
$273K +$273K +3,126 New
3 4
5
6 7