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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
Stifel Financial
2
Stifel Financial
Missouri
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$90.8M
4
AI
4
Atria Investments
North Carolina
$12.5M
5
PIA
5
Petredis Investment Advisors
Pennsylvania
$33.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$440M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.06K
3
WAM
3
WNY Asset Management
New York
$4.49M
4
SWM
4
Segment Wealth Management
Texas
$0
5
CCA
5
Checchi Capital Advisers
California
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$3.14M 31,041 -1,575 -5%
AF
102
Allworth Financial
California
$3.11M 30,811 -4,762 -13%
AC
103
Avant Capital
Louisiana
$3.06M 30,278 +1,298 +4%
PWP
104
Principle Wealth Partners
Connecticut
$3M 29,670 -5,975 -17%
BWM
105
Boyd Wealth Management
California
$2.99M 29,633 +6,368 +27%
OCM
106
One Capital Management
California
$2.9M 28,722 -1,507 -5%
LWMG
107
Levy Wealth Management Group
Pennsylvania
$2.75M 27,218 +105 +0.4%
UCFA
108
United Capital Financial Advisors
Texas
$2.68M 26,571 -3,487 -12%
FWM
109
Fingerlakes Wealth Management
New York
$2.65M 26,248 +980 +4%
IFS
110
Ifrah Financial Services
Arkansas
$2.47M 24,432 -444 -2%
FNBOO
111
First National Bank of Omaha
Nebraska
$2.44M 24,133 +6,850 +40%
EH
112
Equitable Holdings
New York
$2.42M 23,983 +483 +2%
CI
113
CX Institutional
Indiana
$2.42M 23,793 -14,464 -38%
AWM
114
AE Wealth Management
Kansas
$2.41M 23,899 -1,638 -6%
Prudential Financial
115
Prudential Financial
New Jersey
$2.39M 23,694 +78 +0.3%
JWM
116
Jackson Wealth Management
Florida
$2.38M 23,580 +23,580 New
VF
117
VitalStone Financial
Texas
$2.36M 22,106 +21,932 +12,605%
WFA
118
Wells Financial Advisors
Massachusetts
$2.36M 23,360 – –
MCM
119
MAI Capital Management
Ohio
$2.31M 22,843 +152 +0.7%
SFP
120
Strategic Financial Partners
Oregon
$2.24M 22,212 -977 -4%
CA
121
Cetera Advisors
Colorado
$2.2M 21,785 +13,700 +169%
RGC
122
Roberts, Glore & Co
Illinois
$2.18M 21,532 +1 +0%
ACI
123
Alpha Cubed Investments
California
$2.15M 21,271 -447 -2%
Mariner
124
Mariner
Kansas
$2.04M 20,215 -2,439 -11%
CA
125
Continuum Advisory
Idaho
$1.98M 19,609 -1,612 -8%
3 4
5
6 7