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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.2M
2
AssetMark Inc
AssetMark Inc
California
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.04M
4
LNC
Lincoln National Corp
Pennsylvania
+$7.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.91M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
LPL Financial
LPL Financial
California
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$7.1M
4
PD
Planning Directions
Pennsylvania
-$5.65M
5
Ameriprise
Ameriprise
Minnesota
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
DWM
152
Darwin Wealth Management
Florida
$19K +$19K +302 New
DSC
153
Duncker Streett & Co
Missouri
$17K -$10.2K -150 -38%
HGWM
154
Harvest Group Wealth Management
Massachusetts
$16K – – –
CFA
155
Carroll Financial Associates
North Carolina
$12K +$3.48K +53 +41%
SFS
156
Sowell Financial Services
Arkansas
$9K – – –
TFGT
157
TS Financial Group (TSFG)
Illinois
$9K – – –
AIC
158
Archer Investment Corporation
Indiana
$9K – – –
SBL
159
Sargent Bickham Lagudis
Colorado
$9K +$9K +130 New
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.71K – – –
BlackRock
161
BlackRock
New York
$7K -$9.09K -135 -56%
EI
162
Ellevest Inc
New York
$4K +$4K +57 New
GWMIA
163
Global Wealth Management Investment Advisory
Florida
$3K -$2.47K -42 -45%
AWM
164
AllSquare Wealth Management
New York
$2K – – –
GFPC
165
Global Financial Private Client
Florida
$884 – – –
PD
166
Planning Directions
Pennsylvania
– -$5.65M -64,822 Closed
BEC
167
Blue Edge Capital
Virginia
– -$3.17M -36,385 Closed
Goldman Sachs
168
Goldman Sachs
New York
– -$3.17M -36,318 Closed
DC
169
Derby & Company
Massachusetts
– -$2.65M -30,403 Closed
AI
170
Atria Investments
North Carolina
– -$888K -10,184 Closed
KWM
171
Kingsview Wealth Management
Oregon
– -$751K -8,619 Closed
Renaissance Technologies
172
Renaissance Technologies
New York
– -$584K -6,700 Closed
SW
173
SkyOak Wealth
Michigan
– -$578K -6,634 Closed
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
– -$448K -5,153 Closed
VFA
175
Voya Financial Advisors
Connecticut
– -$440K -5,059 Closed
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