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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
2
AssetMark Inc
California
$959M
3
Bank of America
3
Bank of America
North Carolina
$439M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
5
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
1
CSM Advisors
Pennsylvania
$0
2
NRA
2
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$176M
5
LNC
5
Lincoln National Corp
Pennsylvania
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
LWMG
101
Levy Wealth Management Group
Pennsylvania
$2.59M 26,933 -1,024 -4%
APA
102
American Portfolios Advisors
New York
$2.52M 26,156 -1,243 -5%
Creative Planning
103
Creative Planning
Kansas
$2.5M 25,941 +18,592 +253%
PWP
104
Principle Wealth Partners
Connecticut
$2.47M 25,650 +8,860 +53%
SFP
105
Strategic Financial Partners
Oregon
$2.44M 25,383 -262 -1%
IFS
106
Ifrah Financial Services
Arkansas
$2.44M 25,321 -103 -0.4%
CCB
107
Country Club Bank
Missouri
$2.37M 24,577 +3,313 +16%
FWM
108
Fingerlakes Wealth Management
New York
$2.24M 23,264 +5,634 +32%
9WM
109
9258 Wealth Management
Ohio
$2.21M 23,006 +19,630 +581%
EWA
110
EP Wealth Advisors
California
$2.21M 22,987 -687 -3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$2.21M 22,957 -2,563 -10%
CA
112
Continuum Advisory
Idaho
$2.18M 22,653 -344 -1%
HI
113
Hudock Inc
Pennsylvania
$2.18M 22,615 +22,615 New
RGC
114
Roberts, Glore & Co
Illinois
$2.16M 22,434 -2,332 -9%
SVCP
115
Silicon Valley Capital Partners
California
$2.14M 22,252 -21 -0.1%
Prudential Financial
116
Prudential Financial
New Jersey
$2.02M 20,948 +11,880 +131%
HWA
117
Hilltop Wealth Advisors
North Carolina
$1.97M 20,452 -218 -1%
OAJ
118
Ogorek Anthony Joseph
New York
$1.61M 16,746 -69 -0.4%
BWA
119
BDO Wealth Advisors
Florida
$1.6M 16,662 -231 -1%
SQA
120
Simon Quick Advisors
New Jersey
$1.54M 15,390 +15,390 New
HIS
121
Horizon Investment Services
Indiana
$1.51M 15,722 -28 -0.2%
TWM
122
Tradition Wealth Management
Minnesota
$1.51M 15,715 +953 +6%
Truist Financial
123
Truist Financial
North Carolina
$1.43M 14,897 -485 -3%
PCIA
124
Prime Capital Investment Advisors
Kansas
$1.42M 14,788 +12,357 +508%
PB
125
Pinnacle Bancorp
Nebraska
$1.41M 14,658 +210 +1%
3 4
5
6 7