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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
SVCP
2
Silicon Valley Capital Partners
California
$33.6M
3
BWP
3
BSW Wealth Partners
Colorado
$28.6M
4
PIA
4
Petredis Investment Advisors
Pennsylvania
$27.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$66.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
2
Wells Fargo
California
$56.4M
3
AC
3
Avestar Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M
5
DWP
5
Destiny Wealth Partners
Florida
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$3.48M 33,880 +18,212 +116%
CF
102
Centaurus Financial
California
$3.48M 33,790 +1,045 +3%
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$3.35M 32,616 +2,411 +8%
GWM
104
Gray Wealth Management
Maine
$3.35M 32,528 +874 +3%
EWA
105
Encompass Wealth Advisors
Oregon
$3.31M 32,174 +2,443 +8%
OCM
106
One Capital Management
California
$3.11M 30,229 +30,229 New
UCFA
107
United Capital Financial Advisors
Texas
$3.09M 30,058 -17,729 -37%
JWCA
108
J.W. Cole Advisors
Florida
$3M 29,151 +10,022 +52%
SIM
109
Seaview Investment Managers
Florida
$3M 29,139 +29,139 New
AC
110
Avant Capital
Louisiana
$2.98M 28,980 +85 +0.3%
LWMG
111
Levy Wealth Management Group
Pennsylvania
$2.79M 27,113 +113 +0.4%
IA
112
IFP Advisors
Florida
$2.73M 35,995 -1,151 -3%
Creative Planning
113
Creative Planning
Kansas
$2.7M 26,274 +13,232 +101%
AWM
114
AE Wealth Management
Kansas
$2.63M 25,537 +8 +0%
FWM
115
Fingerlakes Wealth Management
New York
$2.6M 25,268 +739 +3%
IFS
116
Ifrah Financial Services
Arkansas
$2.56M 24,876 -607 -2%
Prudential Financial
117
Prudential Financial
New Jersey
$2.43M 23,616 +6,550 +38%
EH
118
Equitable Holdings
New York
$2.42M 23,500 +5,301 +29%
BIM
119
Bullseye Investment Management
Ohio
$2.41M 23,425 +11,007 +89%
WFA
120
Wells Financial Advisors
Massachusetts
$2.4M 23,360 +106 +0.5%
BWM
121
Boyd Wealth Management
California
$2.39M 23,265 +4,793 +26%
SFP
122
Strategic Financial Partners
Oregon
$2.39M 23,189 -529 -2%
MCM
123
MAI Capital Management
Ohio
$2.33M 22,691 +2,803 +14%
Mariner
124
Mariner
Kansas
$2.33M 22,654 +14,902 +192%
CA
125
Calton & Associates
Florida
$2.25M 21,851 +5,691 +35%
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