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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$705M
2
HighTower Advisors
HighTower Advisors
Illinois
$33.6M
3
WAM
WNY Asset Management
New York
$16.6M
4
SVCP
Silicon Valley Capital Partners
California
$15.1M
5
BUB
BBVA USA Bancshares
Texas
$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$168M
3
Bank of America
Bank of America
North Carolina
$426M
4
FI
FormulaFolio Investments
Michigan
$0
5
LWAC
Laurel Wealth Advisors (California)
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
151
Martel Wealth Advisors
Washington
$395K -$55.2K -580 -12%
WWM
152
Western Wealth Management
Colorado
$395K +$63.6K +668 +19%
TAIM
153
TD Ameritrade Investment Management
Nebraska
$390K – – –
FFW
154
Fusion Family Wealth
New York
$366K – – –
DWMG
155
DB Wealth Management Group
California
$344K +$138K +1,447 +67%
WIA
156
World Investment Advisors
California
$340K -$17.5K -174 -5%
Citigroup
157
Citigroup
New York
$333K – – –
HH
158
Hilltop Holdings
Texas
$330K +$77.3K +813 +31%
CA
159
Calton & Associates
Florida
$323K – – –
Bessemer Group
160
Bessemer Group
New Jersey
$321K – – –
SAM
161
Secure Asset Management
Michigan
$312K -$9.72K -102 -3%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$311K +$37.7K +397 +14%
Vanguard Group
163
Vanguard Group
Pennsylvania
$302K +$5.61K +59 +2%
ST
164
Spinnaker Trust
Maine
$300K – – –
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$291K -$6.01K -63 -2%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$290K -$79.9K -838 -22%
GIA
167
Gladstone Institutional Advisory
Florida
$285K +$3.71K +39 +1%
PWMG
168
Prestige Wealth Management Group
New Jersey
$279K – – –
FFWA
169
FRG Family Wealth Advisors
Washington
$276K +$47.6K +500 +21%
UF
170
Univest Financial
Pennsylvania
$275K – – –
AMCA
171
Arthur M. Cohen & Associates
Illinois
$273K – – –
TWM
172
Tradition Wealth Management
Minnesota
$273K +$273K +2,870 New
LA
173
Latitude Advisors
Florida
$269K +$269K +2,821 New
William Blair & Company
174
William Blair & Company
Illinois
$258K – – –
RHBC
175
R.H. Bluestein & Co
Michigan
$254K – – –
5 6
7
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