MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.04B
2
MFG
Merit Financial Group
Georgia
$32.2M
3
NRA
NSI Retail Advisors
Pennsylvania
$28.2M
4
CA
CSM Advisors
Pennsylvania
$28.2M
5
Bank of America
Bank of America
North Carolina
$466M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$15.3M
2
LNC
Lincoln National Corp
Pennsylvania
$202M
3
BFG
Bouchey Financial Group
New York
$0
4
SAMT
Select Asset Management & Trust
Pennsylvania
$14.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
151
Redwood Financial Network
Ohio
$761K +$761K +7,091 New
OIA
152
OneDigital Investment Advisors
Kansas
$745K -$535K -4,982 -42%
Goldman Sachs
153
Goldman Sachs
New York
$728K -$1.71M -15,885 -70%
MHS
154
M Holdings Securities
Oregon
$713K +$713K +6,646 New
PIA
155
Pinion Investment Advisors
Kansas
$710K +$8.16K +76 +1%
SG
156
StoneX Group
New York
$684K -$153K -1,422 -18%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$681K +$68.5K +638 +11%
DAS
158
Dynamic Advisor Solutions
Arizona
$675K +$235K +2,193 +54%
BAM
159
Belpointe Asset Management
Nevada
$670K +$80.6K +751 +14%
AWA
160
Arkadios Wealth Advisors
Georgia
$669K +$91.2K +850 +16%
AG
161
Ascent Group
Virginia
$665K +$35.5K +331 +6%
CA
162
Cetera Advisors
Colorado
$637K +$69.3K +646 +12%
MOS
163
MGO One Seven
Ohio
$636K – – –
CB
164
Cadence Bank
Mississippi
$626K +$411K +3,824 +191%
William Blair & Company
165
William Blair & Company
Illinois
$619K +$131K +1,224 +27%
GIA
166
Gladstone Institutional Advisory
Florida
$610K +$173K +1,616 +40%
Renaissance Technologies
167
Renaissance Technologies
New York
$601K -$698K -6,500 -54%
PL
168
Plancorp LLC
Missouri
$597K – – –
FPOC
169
Financial Planners of Cleveland
Ohio
$584K +$42.4K +395 +8%
BB
170
Bell Bank
North Dakota
$567K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$560K +$1.18K +11 +0.2%
W
172
WealthOne
New York
$553K +$553K +5,150 New
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$533K +$484K +4,511 +994%
FHC
174
First Heartland Consultants
Missouri
$517K – – –
ANTB
175
AMG National Trust Bank
Colorado
$508K – – –
5 6
7
8 9