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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.24B
2
SIA
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
BIM
Bullseye Investment Management
Ohio
$11M
5
ONB
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
Beacon Pointe Advisors
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$1.03M +$4.56K +44 +0.4%
WCM
152
Wealthcare Capital Management
Virginia
$993K -$57.3K -552 -5%
CAM
153
Concorde Asset Management
Michigan
$991K +$6.33K +61 +0.6%
CW
154
Channel Wealth
California
$960K -$303K -2,918 -24%
GFG
155
Goldstone Financial Group
Illinois
$916K +$262K +2,528 +40%
PA
156
PFG Advisors
Arizona
$903K -$809K -7,798 -47%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$899K -$2.73M -26,299 -75%
AG
158
Ascent Group
Virginia
$898K -$68.4K -643 -7%
DWMG
159
DB Wealth Management Group
California
$861K +$2.08K +20 +0.2%
CA
160
Crane Advisory
California
$818K -$78.2K -754 -9%
PT
161
Plimoth Trust
Massachusetts
$813K – – –
LWA
162
LWS Wealth Advisors
New Jersey
$805K +$94.6K +911 +13%
CSPAM
163
Cary Street Partners Asset Management
Virginia
$805K +$27.2K +262 +3%
GW
164
GW & Wade
Massachusetts
$794K +$934 +9 +0.1%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$775K +$136K +1,308 +21%
PWG
166
Private Wealth Group
Florida
$763K – – –
FTUS
167
Flow Traders U.S.
New York
$748K +$748K +7,209 New
CWM
168
Collaborative Wealth Management
Florida
$746K -$29.5K -284 -4%
ACP
169
Aveo Capital Partners
Colorado
$732K -$21K -202 -3%
CGA
170
Crescent Grove Advisors
Illinois
$732K – – –
BRWA
171
B. Riley Wealth Advisors
Florida
$729K -$21.6K -208 -3%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$708K -$3.78M -36,399 -84%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$700K -$569K -5,485 -45%
WP
174
Westmount Partners
California
$688K – – –
VC
175
Vicus Capital
Pennsylvania
$654K -$141K -1,355 -18%
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