MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$1.16M +$54.2K +537 +5%
GRP
152
Global Retirement Partners
California
$1.14M +$993K +9,866 +688%
IWC
153
Integrated Wealth Concepts
Massachusetts
$1.14M +$924K +9,150 +436%
SPW
154
Sonoma Private Wealth
California
$1.11M +$68K +673 +7%
M&T Bank
155
M&T Bank
New York
$1.1M -$11.1K -110 -1%
FA
156
FDx Advisors
Illinois
$1.09M – – –
BP
157
Ballentine Partners
Massachusetts
$1.08M – – –
WCM
158
Wealthcare Capital Management
Virginia
$1.02M +$24.2K +240 +2%
Northern Trust
159
Northern Trust
Illinois
$1.02M – – –
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$996K -$544K -5,389 -35%
AFS
161
Annapolis Financial Services
Maryland
$995K +$510K +5,046 +105%
CAM
162
Concorde Asset Management
Michigan
$959K +$5.76K +57 +0.6%
RFM
163
Royal Fund Management
Florida
$942K +$496K +4,909 +111%
AG
164
Ascent Group
Virginia
$917K +$285K +2,824 +45%
CA
165
Crane Advisory
California
$886K -$7.79K -76 -0.9%
DWMG
166
DB Wealth Management Group
California
$836K -$33.6K -333 -4%
SG
167
StoneX Group
New York
$824K +$219K +2,164 +36%
PBF
168
Petix & Botte Financial
California
$803K +$803K +7,948 New
PT
169
Plimoth Trust
Massachusetts
$792K – – –
VC
170
Vicus Capital
Pennsylvania
$774K -$124K -1,228 -14%
GW
171
GW & Wade
Massachusetts
$772K +$808 +8 +0.1%
CFG
172
Citizens Financial Group
Rhode Island
$765K +$4.45K +44 +0.6%
CSPAM
173
Cary Street Partners Asset Management
Virginia
$757K +$309K +3,054 +69%
CWM
174
Collaborative Wealth Management
Florida
$755K -$12.7K -126 -2%
PWG
175
Private Wealth Group
Florida
$743K – – –
5 6
7
8 9