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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

207 hedge funds and large institutions have $2.42B invested in Vanguard Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
207
Holders Change
+30
Holders Change %
+16.95%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
65
Reduced
56
Closed
14
Calls
$5.34M
Puts
–
Net Calls
+$5.34M
Net Calls Change
+$4.64M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$581M
2
TC
2
Trilogy Capital
California
$22.5M
3
ZC
3
Zeit Capital
Colorado
$20.2M
4
DWP
4
Destiny Wealth Partners
Florida
$9.36M
5
SAMT
5
Select Asset Management & Trust
Pennsylvania
$8.12M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$180M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$162M
4
OAJ
4
Ogorek Anthony Joseph
New York
$1.88M
5
BCA
5
Biltmore Capital Advisors
New Jersey
$19.5M
Name Market Value Shares Shares
Change 		Shares
Change %
W
101
WealthOne
New York
$773K 8,905 -1,611 -15%
FHC
102
First Heartland Consultants
Missouri
$719K 8,283 -1,127 -12%
PL
103
Plancorp LLC
Missouri
$652K 7,507 – –
PT
104
Plimoth Trust
Massachusetts
$646K 7,441 +258 +4%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$625K 7,206 +29 +0.4%
JFA
106
Johanson Financial Advisors
California
$620K 7,136 +1,289 +22%
SPC
107
Sigma Planning Corp
Michigan
$595K 6,856 -20,290 -75%
LWA
108
LWS Wealth Advisors
New Jersey
$588K 6,770 -17 -0.3%
SCM
109
Southport Capital Management
Tennessee
$576K 6,632 -623 -9%
PIA
110
Pinion Investment Advisors
Kansas
$574K 6,610 -2,579 -28%
AIA
111
Angeles Investment Advisors
California
$574K 6,606 – –
AWA
112
Arkadios Wealth Advisors
Georgia
$549K 6,331 +6,331 New
Creative Planning
113
Creative Planning
Kansas
$539K 6,208 -3 -0%
ASN
114
Advisory Services Network
Georgia
$525K 6,050 – –
MOS
115
MGO One Seven
Ohio
$496K 5,713 +253 +5%
AF
116
Allworth Financial
California
$495K 5,704 +2 +0%
BRWA
117
B. Riley Wealth Advisors
Florida
$482K 5,541 -4,193 -43%
KTC
118
Kistler-Tiffany Companies
Pennsylvania
$477K 5,489 +3,600 +191%
PBF
119
Petix & Botte Financial
California
$468K 5,393 -83 -2%
AIC
120
Ameritas Investment Company
Nebraska
$463K 5,328 +414 +8%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$453K 5,217 -9,496 -65%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$445K 5,120 +2,490 +95%
JWCA
123
J.W. Cole Advisors
Florida
$437K 5,034 -1,554 -24%
CAN
124
Cetera Advisor Networks
California
$435K 5,005 -67 -1%
FHA
125
Flagship Harbor Advisors
Massachusetts
$432K 4,972 -361 -7%
3 4
5
6 7