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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.2M
2
AssetMark Inc
AssetMark Inc
California
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.04M
4
LNC
Lincoln National Corp
Pennsylvania
+$7.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.91M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
LPL Financial
LPL Financial
California
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$7.1M
4
PD
Planning Directions
Pennsylvania
-$5.65M
5
Ameriprise
Ameriprise
Minnesota
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$319K -$7.65K -116 -2%
BAC
102
Boys Arnold & Co
North Carolina
$314K -$67.2K -1,019 -18%
JIC
103
Johnson Investment Counsel
Ohio
$312K – – –
SWP
104
Summit Wealth Partners
Florida
$311K – – –
SAM
105
Silvercrest Asset Management
New York
$310K +$33K +500 +12%
MWA
106
Martel Wealth Advisors
Washington
$304K – – –
TI
107
Trexquant Investment
Connecticut
$291K +$291K +4,410 New
TFS
108
TrustCore Financial Services
Tennessee
$289K +$69.5K +1,055 +32%
TAIM
109
TD Ameritrade Investment Management
Nebraska
$275K +$146K +2,215 +114%
HB
110
Homrich & Berg
Georgia
$259K +$5.22K +79 +2%
FFW
111
Fusion Family Wealth
New York
$253K – – –
TNB
112
Thomasville National Bank
Georgia
$252K – – –
WIA
113
World Investment Advisors
California
$252K +$44K +666 +21%
FAAS
114
First Allied Advisory Services
California
$241K -$32.4K -491 -12%
PWMG
115
Prestige Wealth Management Group
New Jersey
$232K -$7.86K -119 -3%
RJT
116
Raymond James Trust
Florida
$231K – – –
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$229K -$126K -1,910 -35%
GIA
118
Gladstone Institutional Advisory
Florida
$228K – – –
CA
119
Calton & Associates
Florida
$228K +$228K +3,457 New
SCM
120
Southport Capital Management
Tennessee
$225K +$225K +3,408 New
Bessemer Group
121
Bessemer Group
New Jersey
$222K – – –
SAM
122
Secure Asset Management
Michigan
$219K +$51.8K +783 +31%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$215K +$527 +8 +0.2%
ST
124
Spinnaker Trust
Maine
$208K -$6.6K -100 -3%
Truist Financial
125
Truist Financial
North Carolina
$208K +$28.2K +427 +16%
3 4
5
6 7