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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$67.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$33.6M
3
WAM
WNY Asset Management
New York
+$16.6M
4
SVCP
Silicon Valley Capital Partners
California
+$15.1M
5
BUB
BBVA USA Bancshares
Texas
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.08M
3
Bank of America
Bank of America
North Carolina
-$8.18M
4
FI
FormulaFolio Investments
Michigan
-$3.81M
5
LWAC
Laurel Wealth Advisors (California)
California
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Southport Capital Management
Tennessee
$631K – – –
AIA
127
Angeles Investment Advisors
California
$629K – – –
RJT
128
Raymond James Trust
Florida
$618K +$285K +3,000 +86%
PIA
129
Pinion Investment Advisors
Kansas
$600K -$29.6K -311 -5%
SPC
130
Sigma Planning Corp
Michigan
$583K -$69.8K -733 -11%
ASN
131
Advisory Services Network
Georgia
$576K – – –
SG
132
StoneX Group
New York
$565K +$296K +3,108 +110%
AWA
133
Arkadios Wealth Advisors
Georgia
$543K -$58.6K -617 -10%
MOS
134
MGO One Seven
Ohio
$543K – – –
AF
135
Allworth Financial
California
$543K +$190 +2 +0%
PL
136
Plancorp LLC
Missouri
$530K -$185K -1,945 -26%
PBF
137
Petix & Botte Financial
California
$498K -$15.8K -166 -3%
CAN
138
Cetera Advisor Networks
California
$497K +$20.5K +215 +4%
WCM
139
Wealthcare Capital Management
Virginia
$497K +$225K +2,366 +83%
SPIA
140
Steward Partners Investment Advisory
New York
$487K +$264K +2,777 +119%
JWCA
141
J.W. Cole Advisors
Florida
$480K +$1.24K +13 +0.3%
JIC
142
Johnson Investment Counsel
Ohio
$448K -$1.71K -18 -0.4%
FHA
143
Flagship Harbor Advisors
Massachusetts
$445K -$28.4K -298 -6%
ANTB
144
AMG National Trust Bank
Colorado
$438K – – –
SB
145
Strategic Blueprint
Georgia
$427K – – –
RWM
146
RKL Wealth Management
Pennsylvania
$421K +$421K +4,424 New
RMAM
147
Raab & Moskowitz Asset Management
New Jersey
$415K +$92K +967 +28%
SWP
148
Summit Wealth Partners
Florida
$413K – – –
Fidelity Investments
149
Fidelity Investments
Massachusetts
$413K +$15.3K +161 +4%
PAS
150
Park Avenue Securities
New York
$407K +$21K +220 +5%
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