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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
SVCP
2
Silicon Valley Capital Partners
California
$33.6M
3
BWP
3
BSW Wealth Partners
Colorado
$28.6M
4
PIA
4
Petredis Investment Advisors
Pennsylvania
$27.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$66.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
2
Wells Fargo
California
$56.4M
3
AC
3
Avestar Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M
5
DWP
5
Destiny Wealth Partners
Florida
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
ACI
126
Alpha Cubed Investments
California
$2.23M 21,718 -7,299 -25%
RGC
127
Roberts, Glore & Co
Illinois
$2.21M 21,531 -401 -2%
CA
128
Continuum Advisory
Idaho
$2.18M 21,221 -15,902 -43%
EWA
129
EP Wealth Advisors
California
$2.07M 20,121 -2,566 -11%
HWA
130
Hilltop Wealth Advisors
North Carolina
$1.95M 18,969 -1,266 -6%
BWA
131
BDO Wealth Advisors
Florida
$1.92M 18,665 +223 +1%
FNBOO
132
First National Bank of Omaha
Nebraska
$1.78M 17,283 +11,593 +204%
RSWM
133
Robertson Stephens Wealth Management
California
$1.76M 17,083 +17,083 New
TWM
134
Tradition Wealth Management
Minnesota
$1.74M 16,952 +451 +3%
PB
135
Pinnacle Bancorp
Nebraska
$1.74M 16,912 -28 -0.2%
OAJ
136
Ogorek Anthony Joseph
New York
$1.69M 16,463 – –
HIS
137
Horizon Investment Services
Indiana
$1.65M 16,023 +291 +2%
William Blair & Company
138
William Blair & Company
Illinois
$1.6M 15,579 +10,474 +205%
SQA
139
Simon Quick Advisors
New Jersey
$1.58M 15,407 +17 +0.1%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$1.57M 15,247 +386 +3%
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$1.54M 14,948 +14,948 New
MA
142
Mutual Advisors
Nebraska
$1.53M 14,852 +47 +0.3%
MGIA
143
Matthew Goff Investment Advisor
Texas
$1.44M 14,044 – –
PA
144
PFG Advisors
Arizona
$1.43M 13,861 -1,121 -7%
Truist Financial
145
Truist Financial
North Carolina
$1.39M 13,488 -1,416 -10%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$1.38M 13,442 +8,050 +149%
BOH
147
Bank of Hawaii
Hawaii
$1.34M 13,049 +1,600 +14%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$1.26M 12,209 -928 -7%
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$1.22M 11,870 +11,870 New
ICP
150
Interchange Capital Partners
Pennsylvania
$1.17M 11,403 -974 -8%
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