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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.2M
2
AssetMark Inc
AssetMark Inc
California
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.04M
4
LNC
Lincoln National Corp
Pennsylvania
+$7.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.91M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
LPL Financial
LPL Financial
California
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$7.1M
4
PD
Planning Directions
Pennsylvania
-$5.65M
5
Ameriprise
Ameriprise
Minnesota
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$207K +$1.05K +16 +0.5%
TRCT
127
Tower Research Capital (TRC)
New York
$184K +$57.2K +866 +45%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$178K -$23.6K -358 -12%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$177K – – –
PP
130
PrairieView Partners
Minnesota
$172K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$167K – – –
PA
132
Parallel Advisors
California
$165K – – –
QI
133
QS Investors
New York
$160K +$160K +2,420 New
JSC
134
Jackson Square Capital
California
$141K – – –
AT
135
Arden Trust
Delaware
$139K +$139K +2,105 New
NFG
136
Next Financial Group
Texas
$107K – – –
CIAS
137
Capital Investment Advisory Services
North Carolina
$99K -$131 -2 -0.1%
CFGS
138
Concourse Financial Group Securities
Alabama
$99K +$2.52K +38 +3%
SSB
139
Sandy Spring Bank
Maryland
$98K – – –
William Blair & Company
140
William Blair & Company
Illinois
$74K -$11.5K -175 -13%
VCM
141
Vigilant Capital Management
Maine
$66K – – –
DI
142
Disciplined Investments
Oklahoma
$66K +$16.6K +250 +34%
HWM
143
Holloway Wealth Management
Florida
$65K -$85K – –
FHA
144
Flagship Harbor Advisors
Massachusetts
$63K +$589 +9 +0.9%
CAC
145
Certified Advisory Corp
Florida
$54K +$14.4K +219 +36%
EWM
146
EPG Wealth Management
Georgia
$36K – – –
FPFS
147
First Personal Financial Services
North Carolina
$33K – – –
SF
148
Synovus Financial
Georgia
$31K +$31K +470 New
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$30K +$3.57K +55 +14%
IA
150
IFP Advisors
Florida
$29K – – –
4 5
6
7 8