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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.04B
2
MFG
Merit Financial Group
Georgia
$32.2M
3
NRA
NSI Retail Advisors
Pennsylvania
$28.2M
4
CA
CSM Advisors
Pennsylvania
$28.2M
5
Bank of America
Bank of America
North Carolina
$466M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$15.3M
2
LNC
Lincoln National Corp
Pennsylvania
$202M
3
BFG
Bouchey Financial Group
New York
$0
4
SAMT
Select Asset Management & Trust
Pennsylvania
$14.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
101
Roberts, Glore & Co
Illinois
$2.66M -$172K -1,605 -6%
EWA
102
EP Wealth Advisors
California
$2.54M -$45.3K -422 -2%
First Trust Advisors
103
First Trust Advisors
Illinois
$2.52M +$2.52M +23,491 New
SVCP
104
Silicon Valley Capital Partners
California
$2.39M +$280K +2,612 +13%
CA
105
Continuum Advisory
Idaho
$2.35M +$2.07M +20,248 +737%
CCB
106
Country Club Bank
Missouri
$2.32M +$2.32M +21,264 New
HWA
107
Hilltop Wealth Advisors
North Carolina
$2.22M -$125K -1,165 -5%
FWM
108
Fingerlakes Wealth Management
New York
$1.89M +$142K +1,327 +8%
BWA
109
BDO Wealth Advisors
Florida
$1.81M +$8.59K +80 +0.5%
CAN
110
Cetera Advisor Networks
California
$1.81M +$1.09M +10,167 +153%
OAJ
111
Ogorek Anthony Joseph
New York
$1.8M -$79K -736 -4%
PWP
112
Principle Wealth Partners
Connecticut
$1.8M +$302K +2,815 +20%
FC
113
Ferris Capital
Massachusetts
$1.7M +$107 +1 +0%
HIS
114
Horizon Investment Services
Indiana
$1.69M +$305K +2,844 +22%
Truist Financial
115
Truist Financial
North Carolina
$1.65M +$308K +2,872 +23%
TWM
116
Tradition Wealth Management
Minnesota
$1.58M +$40.2K +375 +3%
PB
117
Pinnacle Bancorp
Nebraska
$1.55M +$76.9K +716 +5%
MGIA
118
Matthew Goff Investment Advisor
Texas
$1.51M – – –
M&T Bank
119
M&T Bank
New York
$1.38M – – –
HR
120
Howe & Rusling
New York
$1.34M +$1.34M +12,472 New
Citadel Advisors
121
Citadel Advisors
Florida
$1.32M +$1.05M +9,778 +386%
MIAN
122
Mariner Independent Advisor Network
Kansas
$1.3M +$14.8K +138 +1%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$1.28M +$1.28M +11,967 New
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$1.26M +$103K +957 +9%
WWM
125
Western Wealth Management
Colorado
$1.24M +$713K +6,643 +135%
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5
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