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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.24B
2
SIA
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
BIM
Bullseye Investment Management
Ohio
$11M
5
ONB
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
Beacon Pointe Advisors
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
Tradition Wealth Management
Minnesota
$1.83M +$63.1K +608 +4%
MGIA
127
Moneta Group Investment Advisors
Missouri
$1.76M +$467K +4,502 +36%
PB
128
Pinnacle Bancorp
Nebraska
$1.65M -$104 -1 -0%
PBF
129
Petix & Botte Financial
California
$1.65M +$823K +7,927 +100%
HIS
130
Horizon Investment Services
Indiana
$1.63M -$49.1K -473 -3%
OAJ
131
Ogorek Anthony Joseph
New York
$1.62M -$92.1K -888 -5%
SQA
132
Simon Quick Advisors
New Jersey
$1.6M +$830 +8 +0.1%
HBW
133
Hazlett, Burt & Watson
West Virginia
$1.6M +$3.94K +38 +0.2%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1.53M -$15.6K -150 -1%
AFS
135
Annapolis Financial Services
Maryland
$1.47M +$445K +4,293 +44%
MGIA
136
Matthew Goff Investment Advisor
Texas
$1.43M – – –
BOH
137
Bank of Hawaii
Hawaii
$1.43M +$25.9K +250 +2%
SPW
138
Sonoma Private Wealth
California
$1.42M +$279K +2,687 +24%
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$1.41M +$1.41M +13,592 New
Northern Trust
140
Northern Trust
Illinois
$1.38M +$334K +3,221 +32%
William Blair & Company
141
William Blair & Company
Illinois
$1.35M +$146K +1,404 +12%
Truist Financial
142
Truist Financial
North Carolina
$1.34M -$47.1K -454 -3%
RFM
143
Royal Fund Management
Florida
$1.33M +$361K +3,480 +37%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$1.21M +$14K +135 +1%
GRP
145
Global Retirement Partners
California
$1.17M -$2.8K -27 -0.2%
CA
146
Calton & Associates
Florida
$1.12M -$819K -7,889 -42%
SWP
147
Stratos Wealth Partners
Ohio
$1.11M +$768K +7,400 +222%
M&T Bank
148
M&T Bank
New York
$1.11M -$20.4K -197 -2%
BP
149
Ballentine Partners
Massachusetts
$1.11M – – –
SCA
150
Snowden Capital Advisors
New York
$1.04M +$1.04M +9,981 New
4 5
6
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