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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$119M
2
Morgan Stanley
Morgan Stanley
New York
$269M
3
LPL Financial
LPL Financial
California
$74.8M
4
Ameriprise
Ameriprise
Minnesota
$88.4M
5
MIC
Means Investment Company
Maine
$32.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$394M
2
AssetMark Inc
AssetMark Inc
California
$1.18B
3
SIA
Strategic Investment Advisors
Michigan
$22.4M
4
SVCP
Silicon Valley Capital Partners
California
$15.7M
5
BIM
Bullseye Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
151
Channel Wealth
California
$928K -$10.5K -104 -1%
GFG
152
Goldstone Financial Group
Illinois
$922K +$27.2K +268 +3%
RWM
153
Revisor Wealth Management
Ohio
$914K +$312K +3,072 +52%
WCM
154
Wealthcare Capital Management
Virginia
$891K -$79.5K -784 -8%
CAM
155
Concorde Asset Management
Michigan
$881K -$87.4K -862 -9%
PA
156
PFG Advisors
Arizona
$880K -$2.13K -21 -0.2%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$842K +$84.4K +832 +11%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$833K +$502K +4,953 +152%
AG
159
Ascent Group
Virginia
$824K -$21.9K -218 -3%
LWA
160
LWS Wealth Advisors
New Jersey
$796K +$9.83K +97 +1%
CA
161
Crane Advisory
California
$791K -$5.86K -58 -0.7%
PT
162
Plimoth Trust
Massachusetts
$777K -$17.7K -175 -2%
GW
163
GW & Wade
Massachusetts
$777K +$913 +9 +0.1%
EFG
164
Ethos Financial Group
Pennsylvania
$774K +$774K +7,632 New
Renaissance Technologies
165
Renaissance Technologies
New York
$761K +$152K +1,500 +25%
DWMG
166
DB Wealth Management Group
California
$754K -$87.2K -860 -10%
PWG
167
Private Wealth Group
Florida
$746K – – –
WBG
168
Wharton Business Group
Pennsylvania
$737K +$160K +1,575 +28%
RJT
169
Raymond James Trust
Florida
$736K +$303K +2,992 +70%
CGA
170
Crescent Grove Advisors
Illinois
$715K – – –
SPC
171
Sigma Planning Corp
Michigan
$707K +$74.7K +737 +12%
ACP
172
Aveo Capital Partners
Colorado
$694K -$22K -217 -3%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$688K +$3.65K +36 +0.5%
SOS
174
Silver Oak Securities
Tennessee
$681K +$681K +6,720 New
CWM
175
Collaborative Wealth Management
Florida
$672K -$56.6K -558 -8%
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