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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
AssetMark Inc
California
$959M
3
Bank of America
Bank of America
North Carolina
$439M
4
MWA
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
$0
2
NRA
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
5
LNC
Lincoln National Corp
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
151
Hazlett, Burt & Watson
West Virginia
$773K +$3.84K +40 +0.5%
WCM
152
Wealthcare Capital Management
Virginia
$773K +$7.22K +75 +0.9%
CWM
153
Collaborative Wealth Management
Florida
$768K +$768K +7,984 New
JWCA
154
J.W. Cole Advisors
Florida
$749K +$52.3K +544 +8%
CGA
155
Crescent Grove Advisors
Illinois
$744K – – –
GW
156
GW & Wade
Massachusetts
$732K +$732K +7,614 New
ACP
157
Aveo Capital Partners
Colorado
$725K -$1.06K -11 -0.1%
CFG
158
Citizens Financial Group
Rhode Island
$714K +$4.33K +45 +0.6%
RFN
159
Redwood Financial Network
Ohio
$683K +$1.06K +11 +0.2%
BRWA
160
B. Riley Wealth Advisors
Florida
$677K -$78.9K -820 -10%
LWA
161
LWS Wealth Advisors
New Jersey
$676K -$41K -426 -6%
MWM
162
Meridian Wealth Management
Kentucky
$638K +$638K +6,632 New
BFG
163
Berger Financial Group
Minnesota
$627K +$627K +6,514 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$619K +$9.52K +99 +2%
CB
165
Cadence Bank
Mississippi
$612K +$50.6K +526 +9%
AG
166
Ascent Group
Virginia
$604K -$19.3K -192 -3%
HHRDM
167
H&H Retirement Design & Management
Nevada
$602K +$602K +6,005 New
SG
168
StoneX Group
New York
$602K -$11.6K -121 -2%
BAM
169
Belpointe Asset Management
Nevada
$591K -$9.62K -100 -2%
PIA
170
Pinion Investment Advisors
Kansas
$589K -$47.6K -495 -7%
AWA
171
Arkadios Wealth Advisors
Georgia
$564K -$36K -374 -6%
ASN
172
Advisory Services Network
Georgia
$560K -$128K -1,330 -19%
MOS
173
MGO One Seven
Ohio
$554K -$15.2K -158 -3%
AMCA
174
Arthur M. Cohen & Associates
Illinois
$548K +$240K +2,500 +78%
Citadel Advisors
175
Citadel Advisors
Florida
$547K -$638K -6,626 -54%
5 6
7
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