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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

172 hedge funds and large institutions have $1.93B invested in Vanguard Mega Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.25%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$520K
Puts
$2K
Net Calls
+$518K
Net Calls Change
-$796K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$54.7M
2
Bank of America
Bank of America
North Carolina
+$29.6M
3
BFG
Bouchey Financial Group
New York
+$12.9M
4
BDF
Black Diamond Financial
Maryland
+$8.61M
5
LNC
Lincoln National Corp
Pennsylvania
+$8.29M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.74M
2
LIM
Leavell Investment Management
Alabama
-$3.75M
3
LPL Financial
LPL Financial
California
-$1.76M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.5M
5
PAG
Private Advisor Group
New Jersey
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$250K +$10.8K +147 +5%
Bessemer Group
127
Bessemer Group
New Jersey
$247K – – –
SWP
128
Summit Wealth Partners
Florida
$245K -$100K -1,371 -29%
SAM
129
Secure Asset Management
Michigan
$244K +$1.61K +22 +0.7%
ST
130
Spinnaker Trust
Maine
$230K – – –
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$228K -$26K -356 -10%
TNB
132
Thomasville National Bank
Georgia
$227K – – –
ANTB
133
AMG National Trust Bank
Colorado
$227K +$227K +3,106 New
PWMG
134
Prestige Wealth Management Group
New Jersey
$215K -$42.4K -578 -16%
GIA
135
Gladstone Institutional Advisory
Florida
$211K -$42.7K -583 -17%
Truist Financial
136
Truist Financial
North Carolina
$211K -$19.4K -265 -8%
UF
137
Univest Financial
Pennsylvania
$211K +$211K +2,886 New
PP
138
PrairieView Partners
Minnesota
$191K – – –
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$185K – – –
PA
140
Parallel Advisors
California
$183K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$177K – – –
FHA
142
Flagship Harbor Advisors
Massachusetts
$174K +$104K +1,417 +147%
SPIA
143
Steward Partners Investment Advisory
New York
$168K +$168K +2,300 New
William Blair & Company
144
William Blair & Company
Illinois
$149K +$66.5K +907 +81%
JSC
145
Jackson Square Capital
California
$142K -$14.6K -199 -9%
CIAS
146
Capital Investment Advisory Services
North Carolina
$110K – – –
CFGS
147
Concourse Financial Group Securities
Alabama
$105K -$5.55K -75 -5%
DI
148
Disciplined Investments
Oklahoma
$98K +$25.2K +344 +35%
APC
149
Aspire Private Capital
North Carolina
$96K +$95.7K +1,311 +32,775%
HWM
150
Holloway Wealth Management
Florida
$72K -$65K – –
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