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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

207 hedge funds and large institutions have $2.42B invested in Vanguard Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+30
Holders Change %
+16.95%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
65
Reduced
56
Closed
14
Calls
$5.34M
Puts
–
Net Calls
+$5.34M
Net Calls Change
+$4.64M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$53.8M
2
TC
Trilogy Capital
California
+$22.5M
3
SIA
Strategic Investment Advisors
Michigan
+$7.94M
4
BEC
Blue Edge Capital
Virginia
+$6M
5
Morgan Stanley
Morgan Stanley
New York
+$5.57M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.64M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.74M
4
OAJ
Ogorek Anthony Joseph
New York
-$6.7M
5
BCA
Biltmore Capital Advisors
New Jersey
-$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
176
Manchester Financial
California
$139K – – –
CIAS
177
Capital Investment Advisory Services
North Carolina
$129K +$129K +1,484 New
CFGS
178
Concourse Financial Group Securities
Alabama
$123K – – –
DI
179
Disciplined Investments
Oklahoma
$98K -$20.6K -238 -17%
HWM
180
Holloway Wealth Management
Florida
$85K -$75K – –
PWM
181
Perigon Wealth Management
California
$84K +$84K +963 New
MCM
182
MV Capital Management
Maryland
$81K – – –
BBHC
183
Brown Brothers Harriman & Co
New York
$79K +$79K +915 New
TIAM2
184
Tru Independence Asset Management 2
Oregon
$71K +$71K +817 New
GRP
185
Global Retirement Partners
California
$66K – – –
GA
186
GoalVest Advisory
New York
$57K +$57K +658 New
BA
187
Bellwether Advisors
Nebraska
$49K +$49K +573 New
AWM
188
Accel Wealth Management
Iowa
$45K +$45K +513 New
FA
189
Financial Avengers
California
$43K +$43K +501 New
FPFS
190
First Personal Financial Services
North Carolina
$35K – – –
CFA
191
Carroll Financial Associates
North Carolina
$31K +$15.3K +179 +98%
RA
192
Reby Advisors
Connecticut
$31K +$31K +355 New
S
193
SignatureFD
Georgia
$30K -$3.51K -41 -10%
IA
194
IFP Advisors
Florida
$29K – – –
SFS
195
Sowell Financial Services
Arkansas
$27K +$14.5K +167 +115%
DSC
196
Duncker Streett & Co
Missouri
$22K – – –
HNB
197
Huntington National Bank
Ohio
$20K – – –
HFA
198
Hoover Financial Advisors
Pennsylvania
$14K +$14K +151 New
IAIM
199
International Assets Investment Management
Florida
$12K +$12K +140 New
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K – – –
5 6 7
8
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