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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
SVCP
2
Silicon Valley Capital Partners
California
$33.6M
3
BWP
3
BSW Wealth Partners
Colorado
$28.6M
4
PIA
4
Petredis Investment Advisors
Pennsylvania
$27.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$66.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
2
Wells Fargo
California
$56.4M
3
AC
3
Avestar Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M
5
DWP
5
Destiny Wealth Partners
Florida
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
HBW
151
Hazlett, Burt & Watson
West Virginia
$1.17M 11,374 +3,328 +41%
WAM
152
Worth Asset Management
Texas
$1.14M 11,046 +10,991 +19,984%
M&T Bank
153
M&T Bank
New York
$1.13M 11,026 -1,750 -14%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M 10,951 +482 +5%
MGIA
155
Moneta Group Investment Advisors
Missouri
$1.1M 10,526 -140 -1%
BP
156
Ballentine Partners
Massachusetts
$1.1M 10,700 – –
FA
157
FDx Advisors
Illinois
$1.09M 10,566 -1,477 -12%
SPW
158
Sonoma Private Wealth
California
$1.06M 10,352 +10,352 New
Northern Trust
159
Northern Trust
Illinois
$1.04M 10,097 +738 +8%
WCM
160
Wealthcare Capital Management
Virginia
$1.02M 9,884 +1,284 +15%
CAM
161
Concorde Asset Management
Michigan
$970K 9,435 +133 +1%
HR
162
Howe & Rusling
New York
$940K 9,141 -517 -5%
VC
163
Vicus Capital
Pennsylvania
$914K 8,885 -63 -0.7%
CA
164
Crane Advisory
California
$897K 8,725 -2,407 -22%
DWMG
165
DB Wealth Management Group
California
$885K 8,607 +44 +0.5%
SWP
166
Stratos Wealth Partners
Ohio
$867K 8,426 -36 -0.4%
CA
167
Cetera Advisors
Colorado
$832K 8,085 +2,280 +39%
PT
168
Plimoth Trust
Massachusetts
$807K 7,840 +75 +1%
CB
169
Cadence Bank
Mississippi
$800K 7,780 +39 +0.5%
CGA
170
Crescent Grove Advisors
Illinois
$795K 7,732 – –
GW
171
GW & Wade
Massachusetts
$785K 7,633 +19 +0.2%
CWM
172
Collaborative Wealth Management
Florida
$782K 7,600 -384 -5%
ACP
173
Aveo Capital Partners
Colorado
$780K 7,580 -77 -1%
CFG
174
Citizens Financial Group
Rhode Island
$774K 7,529 +105 +1%
PWG
175
Private Wealth Group
Florida
$756K 7,354 +7,354 New
5 6
7
8 9