MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
4
Merriman Wealth Management
Washington
$7.8M
5
WP
5
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
2
Beacon Pointe Advisors
California
$52.8M
3
WAM
3
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
5
Capital Advantage
California
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PB
101
Pinnacle Bancorp
Nebraska
$1.34M 13,640 +600 +5%
JFA
102
Johanson Financial Advisors
California
$1.21M 12,341 +1,723 +16%
HIS
103
Horizon Investment Services
Indiana
$1.19M 12,115 +817 +7%
MIAN
104
Mariner Independent Advisor Network
Kansas
$1.15M 11,782 – –
SPC
105
Sigma Planning Corp
Michigan
$1.1M 11,287 -82 -0.7%
Truist Financial
106
Truist Financial
North Carolina
$1.1M 11,191 +11,191 New
M&T Bank
107
M&T Bank
New York
$1.09M 11,126 – –
Franklin Resources
108
Franklin Resources
California
$1.05M 10,734 +10,734 New
BP
109
Ballentine Partners
Massachusetts
$1.05M 10,700 – –
OIA
110
OneDigital Investment Advisors
Kansas
$1.04M 10,636 +7,619 +253%
HI
111
Harbour Investments
Wisconsin
$1.04M 10,606 +1,070 +11%
HCM
112
Howard Capital Management
Georgia
$1.03M 10,511 +10,511 New
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$1.01M 10,348 +4,707 +83%
PBF
114
Petix & Botte Financial
California
$976K 9,972 +4,986 +100%
VC
115
Vicus Capital
Pennsylvania
$937K 9,577 -77 -0.8%
Northern Trust
116
Northern Trust
Illinois
$919K 9,396 – –
BRWA
117
B. Riley Wealth Advisors
Florida
$902K 9,216 -1,257 -12%
CAM
118
Concorde Asset Management
Michigan
$889K 9,086 – –
RJT
119
Raymond James Trust
Florida
$816K 8,344 +2,000 +32%
Citadel Advisors
120
Citadel Advisors
Florida
$815K 8,326 +8,326 New
1WM
121
1900 Wealth Management
Texas
$801K 8,191 -5,804 -41%
DWMG
122
DB Wealth Management Group
California
$768K 7,845 +109 +1%
PT
123
Plimoth Trust
Massachusetts
$763K 7,796 +475 +6%
CFG
124
Citizens Financial Group
Rhode Island
$762K 7,738 +7,738 New
ACP
125
Aveo Capital Partners
Colorado
$751K 7,676 -835 -10%
3 4
5
6 7