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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.24B
2
SIA
2
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
BIM
4
Bullseye Investment Management
Ohio
$11M
5
ONB
5
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
5
Beacon Pointe Advisors
California
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$2.76M 26,571 – –
LWMG
102
Levy Wealth Management Group
Pennsylvania
$2.74M 26,405 -813 -3%
FWM
103
Fingerlakes Wealth Management
New York
$2.71M 26,114 -134 -0.5%
SWP
104
ShoreHaven Wealth Partners
New Jersey
$2.67M 25,761 +19,826 +334%
IFS
105
Ifrah Financial Services
Arkansas
$2.53M 24,426 -6 -0%
EH
106
Equitable Holdings
New York
$2.47M 23,774 -209 -0.9%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$2.45M 23,608 +4,248 +22%
FNBOO
108
First National Bank of Omaha
Nebraska
$2.43M 23,467 -666 -3%
WFA
109
Wells Financial Advisors
Massachusetts
$2.42M 23,360 – –
HR
110
Howe & Rusling
New York
$2.33M 22,473 +6,558 +41%
WAM
111
WNY Asset Management
New York
$2.3M 22,173 -22,261 -50%
SFP
112
Strategic Financial Partners
Oregon
$2.3M 22,168 -44 -0.2%
MCM
113
MAI Capital Management
Ohio
$2.27M 21,901 -942 -4%
Creative Planning
114
Creative Planning
Kansas
$2.23M 21,521 -12,002 -36%
Mariner
115
Mariner
Kansas
$2.1M 20,269 +54 +0.3%
RGC
116
Roberts, Glore & Co
Illinois
$2.1M 20,269 -1,263 -6%
AF
117
Allworth Financial
California
$2.09M 20,105 -10,706 -35%
CA
118
Continuum Advisory
Idaho
$2.03M 19,590 -19 -0.1%
BWA
119
BDO Wealth Advisors
Florida
$2.01M 19,362 +602 +3%
Prudential Financial
120
Prudential Financial
New Jersey
$1.98M 19,090 -4,604 -19%
MA
121
Mutual Advisors
Nebraska
$1.93M 18,641 +3,417 +22%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$1.9M 18,352 -93,025 -84%
HWA
123
Hilltop Wealth Advisors
North Carolina
$1.88M 18,162 -47 -0.3%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.85M 17,842 -13,199 -43%
EWA
125
EP Wealth Advisors
California
$1.84M 11,170 +9,020 +420%
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5
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