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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$119M
2
Morgan Stanley
2
Morgan Stanley
New York
$269M
3
LPL Financial
3
LPL Financial
California
$74.8M
4
Ameriprise
4
Ameriprise
Minnesota
$88.4M
5
MIC
5
Means Investment Company
Maine
$32.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$394M
2
AssetMark Inc
2
AssetMark Inc
California
$1.18B
3
SIA
3
Strategic Investment Advisors
Michigan
$22.4M
4
SVCP
4
Silicon Valley Capital Partners
California
$15.7M
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWMG
101
Levy Wealth Management Group
Pennsylvania
$2.65M 26,100 -305 -1%
FWM
102
Fingerlakes Wealth Management
New York
$2.58M 25,460 -654 -3%
MA
103
Mutual Advisors
Nebraska
$2.55M 25,181 +6,540 +35%
MCM
104
MAI Capital Management
Ohio
$2.53M 24,986 +3,085 +14%
IFS
105
Ifrah Financial Services
Arkansas
$2.46M 24,301 -125 -0.5%
EH
106
Equitable Holdings
New York
$2.41M 23,804 +30 +0.1%
WFA
107
Wells Financial Advisors
Massachusetts
$2.37M 23,360 – –
FNBOO
108
First National Bank of Omaha
Nebraska
$2.29M 22,567 -900 -4%
SFP
109
Strategic Financial Partners
Oregon
$2.24M 22,048 -120 -0.5%
WAM
110
WNY Asset Management
New York
$2.14M 21,126 -1,047 -5%
Mariner
111
Mariner
Kansas
$2.05M 20,264 -5 -0%
FGAM
112
Financial Gravity Asset Management
Texas
$2.05M 16,017 +15,174 +1,800%
RGC
113
Roberts, Glore & Co
Illinois
$2.03M 20,055 -214 -1%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$1.95M 19,235 +1,393 +8%
TWM
115
Tradition Wealth Management
Minnesota
$1.93M 19,074 +1,436 +8%
HR
116
Howe & Rusling
New York
$1.93M 19,042 -3,431 -15%
AFS
117
Annapolis Financial Services
Maryland
$1.93M 19,006 +4,865 +34%
CA
118
Continuum Advisory
Idaho
$1.87M 18,441 -1,149 -6%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$1.81M 17,874 -478 -3%
HWA
120
Hilltop Wealth Advisors
North Carolina
$1.77M 17,498 -664 -4%
HIS
121
Horizon Investment Services
Indiana
$1.76M 17,385 +1,698 +11%
EWA
122
EP Wealth Advisors
California
$1.75M 17,307 +6,137 +55%
AF
123
Allworth Financial
California
$1.73M 17,059 -3,046 -15%
MGIA
124
Moneta Group Investment Advisors
Missouri
$1.72M 16,980 – –
William Blair & Company
125
William Blair & Company
Illinois
$1.65M 16,319 +3,309 +25%
3 4
5
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