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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$979M
2
UBS Group
UBS Group
Switzerland
$148M
3
AC
Avestar Capital
New York
$12.8M
4
Morgan Stanley
Morgan Stanley
New York
$212M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
MFG
Merit Financial Group
Georgia
$19.6M
3
KCM
Karp Capital Management
California
$0
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PFG Advisors
Arizona
$1.35M +$1.35M +14,982 New
Truist Financial
127
Truist Financial
North Carolina
$1.34M +$629 +7 +0%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$1.34M +$119K +1,327 +10%
MA
129
Mutual Advisors
Nebraska
$1.33M +$582K +6,470 +78%
MGIA
130
Matthew Goff Investment Advisor
Texas
$1.26M – – –
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$1.18M -$83.8K -932 -7%
Creative Planning
132
Creative Planning
Kansas
$1.17M -$1.16M -12,899 -50%
M&T Bank
133
M&T Bank
New York
$1.15M – – –
BIM
134
Bullseye Investment Management
Ohio
$1.12M +$882K +9,810 +376%
ICP
135
Interchange Capital Partners
Pennsylvania
$1.11M -$27.7K -308 -2%
MIAN
136
Mariner Independent Advisor Network
Kansas
$1.11M +$13.1K +146 +1%
SPC
137
Sigma Planning Corp
Michigan
$1.08M -$17.2K -191 -2%
FA
138
FDx Advisors
Illinois
$1.08M -$57.7K -642 -5%
WWM
139
Western Wealth Management
Colorado
$1.05M +$13.5K +150 +1%
BOH
140
Bank of Hawaii
Hawaii
$1.03M +$13.5K +150 +1%
CA
141
Crane Advisory
California
$1.01M +$1.01M +11,132 New
BP
142
Ballentine Partners
Massachusetts
$962K – – –
MGIA
143
Moneta Group Investment Advisors
Missouri
$959K +$59.7K +664 +7%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$941K +$678K +7,543 +258%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$915K +$336K +3,738 +58%
HR
146
Howe & Rusling
New York
$868K -$177K -1,964 -17%
Northern Trust
147
Northern Trust
Illinois
$841K -$3.33K -37 -0.4%
CAM
148
Concorde Asset Management
Michigan
$836K – – –
VC
149
Vicus Capital
Pennsylvania
$804K -$30K -334 -4%
WCM
150
Wealthcare Capital Management
Virginia
$773K +$51K +567 +7%
4 5
6
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