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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
–
Net Calls
+$1.31M
Net Calls Change
+$1.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.2M
2
AssetMark Inc
AssetMark Inc
California
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.04M
4
LNC
Lincoln National Corp
Pennsylvania
+$7.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.91M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.2M
2
LPL Financial
LPL Financial
California
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$7.1M
4
PD
Planning Directions
Pennsylvania
-$5.65M
5
Ameriprise
Ameriprise
Minnesota
-$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
176
Vanguard Group
Pennsylvania
– -$431K -4,941 Closed
SC
177
Scotia Capital
Ontario, Canada
– -$370K -4,248 Closed
PAS
178
Park Avenue Securities
New York
– -$370K -4,239 Closed
CA
179
Cetera Advisors
Colorado
– -$351K -4,039 Closed
5L
180
55I LLC
Massachusetts
– -$305K -3,503 Closed
CRWM
181
Castle Rock Wealth Management
California
– -$294K -3,350 Closed
DWM
182
Doyle Wealth Management
Florida
– -$230K -2,641 Closed
PP
183
PagnatoKarp Partners
Virginia
– -$229K -2,630 Closed
PFA
184
Paradigm Financial Advisors
Missouri
– -$225K -2,585 Closed
BWM
185
BCS Wealth Management
Tennessee
– -$215K -2,462 Closed
NHC
186
Nicholas Hoffman & Company
Georgia
– -$207K -2,377 Closed
TFS
187
Thoroughbred Financial Services
Tennessee
– -$205K -2,357 Closed
RMAM
188
Raab & Moskowitz Asset Management
New Jersey
– -$99K -1,143 Closed
MWP
189
MYCIO Wealth Partners
Pennsylvania
– -$92K -1,055 Closed
TFA
190
Tobias Financial Advisors
Florida
– -$39K -456 Closed
CWA
191
Carolina Wealth Advisors
South Carolina
– -$11K -128 Closed
BCI
192
Brinker Capital Investments
Pennsylvania
– -$4K -47 Closed
OPS
193
Orion Portfolio Solutions
Nebraska
– -$2K -21 Closed
VFA
194
Valeo Financial Advisors
Indiana
– -$1K -15 Closed
HNB
195
Huntington National Bank
Ohio
– -$6K – –
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