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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$67.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$33.6M
3
WAM
WNY Asset Management
New York
+$16.6M
4
SVCP
Silicon Valley Capital Partners
California
+$15.1M
5
BUB
BBVA USA Bancshares
Texas
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.08M
3
Bank of America
Bank of America
North Carolina
-$8.18M
4
FI
FormulaFolio Investments
Michigan
-$3.81M
5
LWAC
Laurel Wealth Advisors (California)
California
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cresset Asset Management
Illinois
$250K – – –
PP
177
PrairieView Partners
Minnesota
$248K – – –
SWM
178
Spire Wealth Management
Virginia
$242K +$242K +2,540 New
MSFS
179
Main Street Financial Solutions
Pennsylvania
$239K – – –
NA
180
NewEdge Advisors
Louisiana
$239K +$239K +2,515 New
PA
181
Parallel Advisors
California
$238K – – –
BWM
182
BCS Wealth Management
Tennessee
$234K – – –
NHC
183
Nicholas Hoffman & Company
Georgia
$226K – – –
TP
184
Tranquility Partners
Tennessee
$223K – – –
PFO
185
Pathstone Family Office
New Jersey
$217K +$217K +2,280 New
TNB
186
Thomasville National Bank
Georgia
$205K – – –
CM
187
Cornerstone Management
Georgia
$202K +$202K +2,118 New
TFS
188
TrustCore Financial Services
Tennessee
$187K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$177K – – –
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$171K -$30.3K -319 -15%
MF
191
Manchester Financial
California
$152K – – –
CIAS
192
Capital Investment Advisory Services
North Carolina
$141K – – –
TRCT
193
Tower Research Capital (TRC)
New York
$140K +$140K +1,479 New
SFS
194
Sowell Financial Services
Arkansas
$137K +$105K +1,044 +335%
CFGS
195
Concourse Financial Group Securities
Alabama
$135K +$95 +1 +0.1%
SCA
196
Stonebridge Capital Advisors
Minnesota
$122K +$122K +1,278 New
APC
197
Aspire Private Capital
North Carolina
$102K +$102K +1,067 +35,567%
DI
198
Disciplined Investments
Oklahoma
$98K -$9.72K -102 -9%
HWM
199
Holloway Wealth Management
Florida
$93K -$85K – –
MCM
200
MV Capital Management
Maryland
$88K – – –
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8
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