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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

207 hedge funds and large institutions have $2.42B invested in Vanguard Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+30
Holders Change %
+16.95%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
65
Reduced
56
Closed
14
Calls
$5.34M
Puts
–
Net Calls
+$5.34M
Net Calls Change
+$4.64M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$53.8M
2
TC
Trilogy Capital
California
+$22.5M
3
SIA
Strategic Investment Advisors
Michigan
+$7.94M
4
BEC
Blue Edge Capital
Virginia
+$6M
5
Morgan Stanley
Morgan Stanley
New York
+$5.57M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.64M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.74M
4
OAJ
Ogorek Anthony Joseph
New York
-$6.7M
5
BCA
Biltmore Capital Advisors
New Jersey
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
151
Stelac Advisory Services
New York
$261K +$261K +3,010 New
CAM
152
Concorde Asset Management
Michigan
$257K +$257K +2,965 New
GIA
153
Gladstone Institutional Advisory
Florida
$256K +$87 +1 +0%
PWMG
154
Prestige Wealth Management Group
New Jersey
$255K – – –
UF
155
Univest Financial
Pennsylvania
$251K – – –
AMCA
156
Arthur M. Cohen & Associates
Illinois
$249K -$108K -1,250 -30%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$249K +$249K +2,874 New
WCM
158
Wealthcare Capital Management
Virginia
$248K +$248K +2,852 New
SG
159
StoneX Group
New York
$245K +$245K +2,822 New
William Blair & Company
160
William Blair & Company
Illinois
$236K -$39.1K -450 -14%
RHBC
161
R.H. Bluestein & Co
Michigan
$232K +$232K +2,670 New
HH
162
Hilltop Holdings
Texas
$231K +$231K +2,656 New
CAM
163
Cresset Asset Management
Illinois
$228K – – –
PP
164
PrairieView Partners
Minnesota
$226K – – –
MSFS
165
Main Street Financial Solutions
Pennsylvania
$218K +$218K +2,506 New
PA
166
Parallel Advisors
California
$217K – – –
BWM
167
BCS Wealth Management
Tennessee
$214K +$214K +2,462 New
FFWA
168
FRG Family Wealth Advisors
Washington
$208K +$208K +2,400 New
NHC
169
Nicholas Hoffman & Company
Georgia
$206K +$206K +2,377 New
SPIA
170
Steward Partners Investment Advisory
New York
$203K +$3.3K +38 +2%
TP
171
Tranquility Partners
Tennessee
$203K +$203K +2,339 New
DWMG
172
DB Wealth Management Group
California
$188K +$188K +2,170 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$184K -$35.7K -411 -16%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$177K – – –
TFS
175
TrustCore Financial Services
Tennessee
$171K – – –
5 6
7
8 9