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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$1.96M +$446K +4,412 +30%
BWA
127
BDO Wealth Advisors
Florida
$1.9M +$9.6K +95 +0.5%
CA
128
Calton & Associates
Florida
$1.89M -$315K -3,120 -14%
HWA
129
Hilltop Wealth Advisors
North Carolina
$1.84M -$76.8K -760 -4%
Citadel Advisors
130
Citadel Advisors
Florida
$1.77M +$1.77M +17,493 New
TWM
131
Tradition Wealth Management
Minnesota
$1.72M +$7.88K +78 +0.5%
CW
132
CreativeOne Wealth
Kansas
$1.67M -$4.69M -46,384 -74%
PA
133
PFG Advisors
Arizona
$1.67M +$266K +2,638 +19%
OAJ
134
Ogorek Anthony Joseph
New York
$1.66M – – –
HIS
135
Horizon Investment Services
Indiana
$1.63M +$13.8K +137 +0.9%
HR
136
Howe & Rusling
New York
$1.61M +$684K +6,774 +74%
PB
137
Pinnacle Bancorp
Nebraska
$1.61M -$102K -1,005 -6%
SQA
138
Simon Quick Advisors
New Jersey
$1.56M +$808 +8 +0.1%
HBW
139
Hazlett, Burt & Watson
West Virginia
$1.55M +$403K +3,996 +35%
MA
140
Mutual Advisors
Nebraska
$1.54M +$37.6K +372 +3%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$151K +1,493 +11%
PI
142
Pachira Investments
California
$1.45M +$825K +8,166 +131%
MGIA
143
Matthew Goff Investment Advisor
Texas
$1.4M -$22.2K -220 -2%
BOH
144
Bank of Hawaii
Hawaii
$1.37M +$50.5K +500 +4%
Truist Financial
145
Truist Financial
North Carolina
$1.35M -$14.6K -145 -1%
MGIA
146
Moneta Group Investment Advisors
Missouri
$1.26M +$197K +1,952 +19%
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$1.24M +$2.63K +26 +0.2%
CW
148
Channel Wealth
California
$1.23M +$1.23M +12,171 New
RSWM
149
Robertson Stephens Wealth Management
California
$1.21M -$516K -5,103 -30%
William Blair & Company
150
William Blair & Company
Illinois
$1.17M -$401K -3,973 -26%
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