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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

207 hedge funds and large institutions have $2.42B invested in Vanguard Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+30
Holders Change %
+16.95%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
65
Reduced
56
Closed
14
Calls
$5.34M
Puts
–
Net Calls
+$5.34M
Net Calls Change
+$4.64M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$53.8M
2
TC
Trilogy Capital
California
+$22.5M
3
SIA
Strategic Investment Advisors
Michigan
+$7.94M
4
BEC
Blue Edge Capital
Virginia
+$6M
5
Morgan Stanley
Morgan Stanley
New York
+$5.57M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.64M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.74M
4
OAJ
Ogorek Anthony Joseph
New York
-$6.7M
5
BCA
Biltmore Capital Advisors
New Jersey
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
126
Martel Wealth Advisors
Washington
$411K +$3.13K +36 +0.8%
JIC
127
Johnson Investment Counsel
Ohio
$410K – – –
ANTB
128
AMG National Trust Bank
Colorado
$399K +$23.4K +270 +6%
TAIM
129
TD Ameritrade Investment Management
Nebraska
$390K -$3.91K -45 -1%
SB
130
Strategic Blueprint
Georgia
$389K -$47.7K -550 -11%
SWP
131
Summit Wealth Partners
Florida
$377K – – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$362K +$18.6K +215 +5%
PAS
133
Park Avenue Securities
New York
$352K +$352K +4,053 New
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$337K -$7.73K -89 -2%
FFW
135
Fusion Family Wealth
New York
$333K – – –
Renaissance Technologies
136
Renaissance Technologies
New York
$330K +$330K +3,800 New
WIA
137
World Investment Advisors
California
$321K -$47.1K -523 -13%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$312K +$65.9K +760 +27%
EWA
139
EP Wealth Advisors
California
$311K +$311K +3,582 New
RJT
140
Raymond James Trust
Florida
$304K – – –
Citigroup
141
Citigroup
New York
$303K – – –
WWM
142
Western Wealth Management
Colorado
$302K -$69.8K -805 -19%
CA
143
Calton & Associates
Florida
$295K -$5.39K -62 -2%
RMAM
144
Raab & Moskowitz Asset Management
New Jersey
$294K +$294K +3,395 New
Bessemer Group
145
Bessemer Group
New Jersey
$293K – – –
SAM
146
Secure Asset Management
Michigan
$293K +$2K +23 +0.7%
ST
147
Spinnaker Trust
Maine
$273K – – –
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$271K – – –
Vanguard Group
149
Vanguard Group
Pennsylvania
$271K +$271K +3,116 New
TNB
150
Thomasville National Bank
Georgia
$267K – – –
4 5
6
7 8