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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
AssetMark Inc
California
$959M
3
Bank of America
Bank of America
North Carolina
$439M
4
MWA
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
$0
2
NRA
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
5
LNC
Lincoln National Corp
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$1.35M +$220K +2,288 +19%
MGIA
127
Matthew Goff Investment Advisor
Texas
$1.35M – – –
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$1.3M +$343K +3,569 +36%
M&T Bank
129
M&T Bank
New York
$1.23M -$9.61K -100 -0.8%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$1.23M +$77K +801 +7%
FA
131
FDx Advisors
Illinois
$1.22M +$1.22M +12,685 New
ICP
132
Interchange Capital Partners
Pennsylvania
$1.22M +$1.22M +12,685 New
SPC
133
Sigma Planning Corp
Michigan
$1.18M +$105K +1,092 +10%
EH
134
Equitable Holdings
New York
$1.18M +$1.18M +12,243 New
MIAN
135
Mariner Independent Advisor Network
Kansas
$1.17M +$7.12K +74 +0.6%
HR
136
Howe & Rusling
New York
$1.12M -$81.8K -850 -7%
WWM
137
Western Wealth Management
Colorado
$1.11M -$1.16K -12 -0.1%
BOH
138
Bank of Hawaii
Hawaii
$1.09M +$190K +1,975 +21%
CFO
139
CVA Family Office
Colorado
$1.08M +$848K +8,820 +372%
BWM
140
Boyd Wealth Management
California
$1.06M +$1.06M +11,051 New
BP
141
Ballentine Partners
Massachusetts
$1.03M – – –
DWMG
142
DB Wealth Management Group
California
$999K +$2.21K +23 +0.2%
MGIA
143
Moneta Group Investment Advisors
Missouri
$962K +$962K +10,002 New
Northern Trust
144
Northern Trust
Illinois
$904K – – –
CAM
145
Concorde Asset Management
Michigan
$895K +$5.39K +56 +0.6%
VC
146
Vicus Capital
Pennsylvania
$893K -$15.3K -159 -2%
SWP
147
Stratos Wealth Partners
Ohio
$846K +$9.24K +96 +1%
RJT
148
Raymond James Trust
Florida
$803K – – –
MA
149
Mutual Advisors
Nebraska
$802K -$2.3M -23,951 -74%
PT
150
Plimoth Trust
Massachusetts
$798K +$43.8K +455 +6%
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6
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