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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$979M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
AC
3
Avestar Capital
New York
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
MFG
2
Merit Financial Group
Georgia
$19.6M
3
KCM
3
Karp Capital Management
California
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
101
Avant Capital
Louisiana
$2.6M 28,895 +1,260 +5%
LWMG
102
Levy Wealth Management Group
Pennsylvania
$2.43M 27,000 +67 +0.2%
APA
103
American Portfolios Advisors
New York
$2.34M 26,064 -92 -0.4%
AWM
104
AE Wealth Management
Kansas
$2.3M 25,529 -9,640 -27%
IFS
105
Ifrah Financial Services
Arkansas
$2.29M 25,483 +162 +0.6%
FWM
106
Fingerlakes Wealth Management
New York
$2.21M 24,529 +1,265 +5%
SFP
107
Strategic Financial Partners
Oregon
$2.13M 23,718 -1,665 -7%
WFA
108
Wells Financial Advisors
Massachusetts
$2.09M 23,254 -5,000 -18%
EWA
109
EP Wealth Advisors
California
$2.04M 22,687 -300 -1%
RGC
110
Roberts, Glore & Co
Illinois
$1.97M 21,932 -502 -2%
HWA
111
Hilltop Wealth Advisors
North Carolina
$1.82M 20,235 -217 -1%
MCM
112
MAI Capital Management
Ohio
$1.79M 19,888 +19,888 New
JWCA
113
J.W. Cole Advisors
Florida
$1.72M 19,129 +11,344 +146%
SVCP
114
Silicon Valley Capital Partners
California
$1.67M 18,538 -3,714 -17%
BWM
115
Boyd Wealth Management
California
$1.66M 18,472 +7,421 +67%
BWA
116
BDO Wealth Advisors
Florida
$1.66M 18,442 +1,780 +11%
EH
117
Equitable Holdings
New York
$1.64M 18,199 +5,956 +49%
Prudential Financial
118
Prudential Financial
New Jersey
$1.56M 17,066 -3,882 -19%
PB
119
Pinnacle Bancorp
Nebraska
$1.52M 16,940 +2,282 +16%
TWM
120
Tradition Wealth Management
Minnesota
$1.48M 16,501 +786 +5%
OAJ
121
Ogorek Anthony Joseph
New York
$1.48M 16,463 -283 -2%
CA
122
Calton & Associates
Florida
$1.45M 16,160 +10,934 +209%
HIS
123
Horizon Investment Services
Indiana
$1.41M 15,732 +10 +0.1%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.41M 15,668 -7,289 -32%
SQA
125
Simon Quick Advisors
New Jersey
$1.38M 15,390 – –
3 4
5
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