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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$73.2M
2
MFG
Merit Financial Group
Georgia
+$32.2M
3
NRA
NSI Retail Advisors
Pennsylvania
+$28.2M
4
CA
CSM Advisors
Pennsylvania
+$28.2M
5
Bank of America
Bank of America
North Carolina
+$27.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$25.4M
2
LNC
Lincoln National Corp
Pennsylvania
-$13.4M
3
BFG
Bouchey Financial Group
New York
-$11.3M
4
SAMT
Select Asset Management & Trust
Pennsylvania
-$6.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$1.2M -$10.3K -96 -0.9%
BP
127
Ballentine Partners
Massachusetts
$1.15M – – –
DWMG
128
DB Wealth Management Group
California
$1.11M +$221K +2,059 +25%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$1.07M +$1.07M +9,965 New
VC
130
Vicus Capital
Pennsylvania
$1.01M +$1.61K +15 +0.2%
Northern Trust
131
Northern Trust
Illinois
$1.01M -$215K -2,000 -18%
BOH
132
Bank of Hawaii
Hawaii
$1M – – –
CAM
133
Concorde Asset Management
Michigan
$992K +$4.94K +46 +0.5%
FTUS
134
Flow Traders U.S.
New York
$976K +$976K +9,094 New
Prudential Financial
135
Prudential Financial
New Jersey
$973K -$398K -3,705 -29%
PBF
136
Petix & Botte Financial
California
$972K +$476K +4,440 +96%
SWP
137
Stratos Wealth Partners
Ohio
$933K +$933K +8,696 New
RJT
138
Raymond James Trust
Florida
$895K – – –
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$894K +$399K +3,719 +81%
HBW
140
Hazlett, Burt & Watson
West Virginia
$860K +$860K +8,006 New
WCM
141
Wealthcare Capital Management
Virginia
$854K +$79.6K +742 +10%
BRWA
142
B. Riley Wealth Advisors
Florida
$843K -$167K -1,555 -17%
PT
143
Plimoth Trust
Massachusetts
$841K -$4.93K -46 -0.6%
CGA
144
Crescent Grove Advisors
Illinois
$830K -$9.77K -91 -1%
ACP
145
Aveo Capital Partners
Colorado
$810K +$2.15K +20 +0.3%
LWA
146
LWS Wealth Advisors
New Jersey
$800K +$2.47K +23 +0.3%
CFG
147
Citizens Financial Group
Rhode Island
$792K +$3.97K +37 +0.5%
Creative Planning
148
Creative Planning
Kansas
$789K +$128K +1,190 +19%
JWCA
149
J.W. Cole Advisors
Florida
$777K +$329K +3,068 +74%
ASN
150
Advisory Services Network
Georgia
$768K +$92K +857 +14%
4 5
6
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