We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

228 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$227M)

0% more funds holding

Funds holding: 227228 (+1)

0.22% more ownership

Funds ownership: 70.17%70.4% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.97%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
23
Increased
89
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$627K +$24.3K +245 +4%
PIA
127
Pinion Investment Advisors
Kansas
$606K -$21K -211 -3%
WCM
128
Wealthcare Capital Management
Virginia
$595K +$75K +755 +14%
MOS
129
MGO One Seven
Ohio
$590K +$20.8K +209 +4%
FHC
130
First Heartland Consultants
Missouri
$571K -$195K -1,963 -25%
AF
131
Allworth Financial
California
$569K +$99 +1 +0%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$562K -$195K -1,960 -26%
PL
133
Plancorp LLC
Missouri
$554K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$547K +$114K +1,148 +26%
AWA
135
Arkadios Wealth Advisors
Georgia
$536K -$32.6K -328 -6%
CAN
136
Cetera Advisor Networks
California
$531K +$10.9K +110 +2%
JWCA
137
J.W. Cole Advisors
Florida
$498K -$5.17K -52 -1%
PBF
138
Petix & Botte Financial
California
$497K -$23.9K -241 -5%
JIC
139
Johnson Investment Counsel
Ohio
$469K
ANTB
140
AMG National Trust Bank
Colorado
$458K
TAIM
141
TD Ameritrade Investment Management
Nebraska
$441K -$6.56K -66 -1%
RMAM
142
Raab & Moskowitz Asset Management
New Jersey
$440K +$5.56K +56 +1%
SWP
143
Summit Wealth Partners
Florida
$433K
WWM
144
Western Wealth Management
Colorado
$429K +$16.5K +166 +4%
SB
145
Strategic Blueprint
Georgia
$420K -$26.3K -265 -6%
MWA
146
Martel Wealth Advisors
Washington
$418K +$4.67K +47 +1%
TWM
147
Tradition Wealth Management
Minnesota
$415K +$129K +1,299 +45%
FHA
148
Flagship Harbor Advisors
Massachusetts
$408K -$57.5K -579 -12%
HH
149
Hilltop Holdings
Texas
$391K +$45.1K +454 +13%
FFW
150
Fusion Family Wealth
New York
$383K