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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$979M
2
UBS Group
UBS Group
Switzerland
$148M
3
AC
Avestar Capital
New York
$12.8M
4
Morgan Stanley
Morgan Stanley
New York
$212M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
MFG
Merit Financial Group
Georgia
$19.6M
3
KCM
Karp Capital Management
California
$0
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
151
DB Wealth Management Group
California
$770K -$164K -1,822 -18%
AWM
152
Accurate Wealth Management
Florida
$769K +$769K +6,719 New
SWP
153
Stratos Wealth Partners
Ohio
$761K -$29.7K -330 -4%
RJT
154
Raymond James Trust
Florida
$750K – – –
HBW
155
Hazlett, Burt & Watson
West Virginia
$725K – – –
CWM
156
Collaborative Wealth Management
Florida
$718K – – –
CGA
157
Crescent Grove Advisors
Illinois
$700K – – –
PT
158
Plimoth Trust
Massachusetts
$698K -$47.6K -530 -6%
Mariner
159
Mariner
Kansas
$697K +$697K +7,752 New
CB
160
Cadence Bank
Mississippi
$696K +$124K +1,384 +22%
ACP
161
Aveo Capital Partners
Colorado
$688K +$10.9K +121 +2%
GW
162
GW & Wade
Massachusetts
$685K – – –
SOS
163
Silver Oak Securities
Tennessee
$681K +$681K +6,720 New
CFG
164
Citizens Financial Group
Rhode Island
$673K – – –
BCM
165
Brookstone Capital Management
Illinois
$659K -$2.32M -25,533 -78%
MHS
166
M Holdings Securities
Oregon
$653K +$427K +4,752 +189%
PCIA
167
Prime Capital Investment Advisors
Kansas
$649K -$681K -7,572 -51%
TFS
168
TrustCore Financial Services
Tennessee
$643K +$434K +4,833 +208%
BRWA
169
B. Riley Wealth Advisors
Florida
$641K +$8.19K +91 +1%
LWA
170
LWS Wealth Advisors
New Jersey
$632K – – –
RFN
171
Redwood Financial Network
Ohio
$622K -$17K -189 -3%
AG
172
Ascent Group
Virginia
$622K +$17.1K +170 +3%
AFS
173
Annapolis Financial Services
Maryland
$610K +$577K +6,421 +1,764%
HI
174
Hudock Inc
Pennsylvania
$591K -$1.44M -16,040 -71%
SG
175
StoneX Group
New York
$582K +$15.4K +170 +3%
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