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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Vanguard Mega Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+37
Holders Change %
+15.88%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
54
Increased
102
Reduced
69
Closed
12
Calls
$2.87M
Puts
$5M
Net Calls
-$2.13M
Net Calls Change
-$2.34M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$958M
2
SFA
Sequoia Financial Advisors
Ohio
$40M
3
SC
Savant Capital
Illinois
$25.6M
4
Bank of America
Bank of America
North Carolina
$436M
5
KAS
Kestra Advisory Services
Texas
$16.4M

Top Sellers

1
BFG
Bouchey Financial Group
New York
$11.3M
2
SVCP
Silicon Valley Capital Partners
California
$2.1M
3
BPA
Beacon Pointe Advisors
California
$50.1M
4
SAMT
Select Asset Management & Trust
Pennsylvania
$21.4M
5
CF
Clarity Financial
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
126
Aveo Capital Partners
Colorado
$804K -$15.9K -149 -2%
LWA
127
LWS Wealth Advisors
New Jersey
$794K +$5.88K +55 +0.7%
CFG
128
Citizens Financial Group
Rhode Island
$784K -$42.3K -396 -5%
TRCT
129
Tower Research Capital (TRC)
New York
$781K -$942K -8,818 -55%
CCT
130
Country Club Trust
Missouri
$780K +$780K +7,303 New
WCM
131
Wealthcare Capital Management
Virginia
$771K +$26.8K +251 +4%
MA
132
Mutual Advisors
Nebraska
$770K -$534 -5 -0.1%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$743K +$743K +6,960 New
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$716K +$20.1K +188 +3%
CAN
135
Cetera Advisor Networks
California
$711K +$77.2K +723 +12%
PIA
136
Pinion Investment Advisors
Kansas
$698K +$6.62K +62 +1%
ASN
137
Advisory Services Network
Georgia
$672K – – –
Creative Planning
138
Creative Planning
Kansas
$658K -$70.1K -656 -10%
MOS
139
MGO One Seven
Ohio
$633K – – –
AG
140
Ascent Group
Virginia
$613K +$613K +5,867 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$609K +$32.8K +307 +6%
PL
142
Plancorp LLC
Missouri
$594K – – –
BAM
143
Belpointe Asset Management
Nevada
$587K +$587K +5,493 New
AWA
144
Arkadios Wealth Advisors
Georgia
$575K – – –
CA
145
Cetera Advisors
Colorado
$565K +$210K +1,969 +59%
BB
146
Bell Bank
North Dakota
$564K – – –
1WM
147
1900 Wealth Management
Texas
$563K -$311K -2,916 -36%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$556K +$556K +5,205 New
FPOC
149
Financial Planners of Cleveland
Ohio
$550K +$550K +5,049 New
WWM
150
Western Wealth Management
Colorado
$527K +$527K +4,925 New
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6
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