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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

144 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
16
Increased
53
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$31.9M
2
GFPC
Global Financial Private Capital
Florida
+$22.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.2M
4
ONB
Old National Bancorp
Indiana
+$10.5M
5
Stifel Financial
Stifel Financial
Missouri
+$4.92M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
-$3.37M
2
Bank of America
Bank of America
North Carolina
-$3.33M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.8M
4
VWM
Venturi Wealth Management
Texas
-$2.3M
5
FHC
First Heartland Consultants
Missouri
-$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Vigilant Capital Management
Maine
$81K +$81K +1,000 New
FPFS
127
First Personal Financial Services
North Carolina
$40K – – –
FHA
128
Flagship Harbor Advisors
Massachusetts
$39K +$4.42K +55 +13%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$37K – – –
JCM
130
Jacobi Capital Management
Pennsylvania
$37K – – –
GWMIA
131
Global Wealth Management Investment Advisory
Florida
$36K +$36K +444 New
DSC
132
Duncker Streett & Co
Missouri
$32K -$16K -200 -33%
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
S
134
SignatureFD
Georgia
$27K – – –
CFGS
135
Concourse Financial Group Securities
Alabama
$26K – – –
AIC
136
Archer Investment Corporation
Indiana
$19K +$19K +240 New
TFGT
137
TS Financial Group (TSFG)
Illinois
$10K – – –
OIA
138
OneDigital Investment Advisors
Kansas
$8K – – –
BlackRock
139
BlackRock
New York
$6K -$1.23K -16 -17%
GI
140
Gradient Investments
Minnesota
$4K +$4K +45 New
BCI
141
Brinker Capital Investments
Pennsylvania
$4K +$4K +47 New
APC
142
Aspire Private Capital
North Carolina
$4K +$4K +49 New
AWM
143
AllSquare Wealth Management
New York
$3K – – –
VFA
144
Valeo Financial Advisors
Indiana
$1K – – –
VWM
145
Venturi Wealth Management
Texas
– -$2.3M -29,140 Closed
TCB
146
Texas Capital Bancshares
Texas
– -$688K -8,822 Closed
MHS
147
M Holdings Securities
Oregon
– -$617K -7,901 Closed
Citadel Advisors
148
Citadel Advisors
Florida
– -$313K -4,012 Closed
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
– -$202 -1,873 Closed
WAM
150
Wealthspire Advisors (Maryland)
Maryland
– -$62K -796 Closed
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6
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