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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

172 hedge funds and large institutions have $1.93B invested in Vanguard Mega Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.25%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$520K
Puts
$2K
Net Calls
+$518K
Net Calls Change
-$796K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$54.7M
2
Bank of America
Bank of America
North Carolina
+$29.6M
3
BFG
Bouchey Financial Group
New York
+$12.9M
4
BDF
Black Diamond Financial
Maryland
+$8.61M
5
LNC
Lincoln National Corp
Pennsylvania
+$8.29M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.74M
2
LIM
Leavell Investment Management
Alabama
-$3.75M
3
LPL Financial
LPL Financial
California
-$1.76M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.5M
5
PAG
Private Advisor Group
New Jersey
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MV Capital Management
Maryland
$68K +$68K +928 New
CAC
152
Certified Advisory Corp
Florida
$60K +$219 +3 +0.4%
SF
153
Synovus Financial
Georgia
$57K +$22.9K +316 +67%
GRP
154
Global Retirement Partners
California
$54K +$54K +736 New
FPFS
155
First Personal Financial Services
North Carolina
$37K – – –
IA
156
IFP Advisors
Florida
$32K – – –
VFA
157
Valeo Financial Advisors
Indiana
$30K +$30K +415 New
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$28K – – –
S
159
SignatureFD
Georgia
$25K -$475K -6,484 -95%
DSC
160
Duncker Streett & Co
Missouri
$18K – – –
CFA
161
Carroll Financial Associates
North Carolina
$13K – – –
CL
162
Cabana LLC
Arkansas
$12K +$12K +167 New
HFA
163
Hoover Financial Advisors
Pennsylvania
$11K +$11K +150 New
AIC
164
Archer Investment Corporation
Indiana
$10.3K – – –
TFGT
165
TS Financial Group (TSFG)
Illinois
$10K – – –
SFS
166
Sowell Financial Services
Arkansas
$10K +$70 +1 +0.7%
SBL
167
Sargent Bickham Lagudis
Colorado
$10K +$76 +1 +0.8%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.67K – – –
BlackRock
169
BlackRock
New York
$8K – – –
IFAM
170
Institutional & Family Asset Management
Colorado
$5K +$5K +64 New
RG
171
Retirement Group
California
$4K +$4K +59 New
AWM
172
AllSquare Wealth Management
New York
$2K – – –
GFPC
173
Global Financial Private Client
Florida
$1.03K – – –
CAG
174
Csenge Advisory Group
Florida
– -$892K -13,510 Closed
BSW
175
Buckingham Strategic Wealth
Missouri
– -$842K -12,761 Closed
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