MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$705M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$33.6M
3
WAM
3
WNY Asset Management
New York
$16.6M
4
SVCP
4
Silicon Valley Capital Partners
California
$15.1M
5
BUB
5
BBVA USA Bancshares
Texas
$12.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$185M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$168M
3
Bank of America
3
Bank of America
North Carolina
$426M
4
FI
4
FormulaFolio Investments
Michigan
$0
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$1.06M 11,126 -33,930 -75%
BP
102
Ballentine Partners
Massachusetts
$1.02M 10,700 – –
VC
103
Vicus Capital
Pennsylvania
$975K 10,247 -1,328 -11%
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$924K 9,710 -410 -4%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$918K 9,638 -36 -0.4%
HIS
106
Horizon Investment Services
Indiana
$904K 9,494 +560 +6%
Northern Trust
107
Northern Trust
Illinois
$894K 9,396 -374 -4%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$892K 9,365 +5,767 +160%
CWM
109
Collaborative Wealth Management
Florida
$885K 8,249 +8,249 New
ACP
110
Aveo Capital Partners
Colorado
$865K 9,081 +9,081 New
JFA
111
Johanson Financial Advisors
California
$831K 8,584 +1,448 +20%
HI
112
Harbour Investments
Wisconsin
$826K 8,677 +8,677 New
CAM
113
Concorde Asset Management
Michigan
$803K 8,435 +5,470 +184%
BRWA
114
B. Riley Wealth Advisors
Florida
$799K 8,384 +2,843 +51%
W
115
WealthOne
New York
$781K 8,205 -700 -8%
Deutsche Bank
116
Deutsche Bank
Germany
$780K 8,190 +8,190 New
Truist Financial
117
Truist Financial
North Carolina
$741K 7,782 -1,514 -16%
FHC
118
First Heartland Consultants
Missouri
$733K 7,699 -584 -7%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$724K 7,601 +2,481 +48%
PT
120
Plimoth Trust
Massachusetts
$717K 7,526 +85 +1%
MHS
121
M Holdings Securities
Oregon
$701K 7,362 +7,362 New
LWA
122
LWS Wealth Advisors
New Jersey
$672K 7,055 +285 +4%
Creative Planning
123
Creative Planning
Kansas
$669K 7,030 +822 +13%
AP
124
Americana Partners
Texas
$667K 3,031 +3,031 New
KAS
125
Kestra Advisory Services
Texas
$649K 6,822 -9,356 -58%
3 4
5
6 7