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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
Merriman Wealth Management
Washington
$7.8M
5
WP
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
Beacon Pointe Advisors
California
$52.8M
3
WAM
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
Capital Advantage
California
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$410K +$57.9K +592 +16%
FHA
152
Flagship Harbor Advisors
Massachusetts
$408K – – –
GIA
153
Gladstone Institutional Advisory
Florida
$398K +$104K +1,062 +35%
SB
154
Strategic Blueprint
Georgia
$379K -$33.5K -343 -8%
FFW
155
Fusion Family Wealth
New York
$376K – – –
TAIM
156
TD Ameritrade Investment Management
Nebraska
$348K +$8.51K +111 +3%
CA
157
Calton & Associates
Florida
$332K – – –
Bessemer Group
158
Bessemer Group
New Jersey
$330K – – –
CA
159
Cetera Advisors
Colorado
$325K +$325K +3,323 New
CGFA
160
Colton Groome Financial Advisors
North Carolina
$322K +$322K +3,293 New
SAM
161
Secure Asset Management
Michigan
$321K -$586 -6 -0.2%
HH
162
Hilltop Holdings
Texas
$301K -$83.1K -849 -22%
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
MSFS
164
Main Street Financial Solutions
Pennsylvania
$294K – – –
ST
165
Spinnaker Trust
Maine
$294K – – –
Vanguard Group
166
Vanguard Group
Pennsylvania
$294K +$782 +8 +0.3%
AIC
167
Ameritas Investment Company
Nebraska
$288K +$103K +1,051 +56%
PWMG
168
Prestige Wealth Management Group
New Jersey
$287K – – –
CAG
169
Csenge Advisory Group
Florida
$287K +$45.4K +458 +19%
FFWA
170
FRG Family Wealth Advisors
Washington
$284K – – –
VC
171
Veracity Capital
Georgia
$283K +$36.5K +373 +15%
AMCA
172
Arthur M. Cohen & Associates
Illinois
$281K – – –
CAM
173
Cresset Asset Management
Illinois
$280K +$280K +2,848 New
William Blair & Company
174
William Blair & Company
Illinois
$278K – – –
CA
175
Continuum Advisory
Idaho
$269K +$16.4K +168 +7%
5 6
7
8 9