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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
4
Merriman Wealth Management
Washington
$7.8M
5
WP
5
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
2
Beacon Pointe Advisors
California
$52.8M
3
WAM
3
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
5
Capital Advantage
California
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TNB
176
Thomasville National Bank
Georgia
$267K 2,724 – –
RHBC
177
R.H. Bluestein & Co
Michigan
$261K 2,670 – –
UF
178
Univest Financial
Pennsylvania
$260K 2,658 -228 -8%
VWA
179
V Wealth Advisors
Kansas
$260K 2,654 +2,654 New
PAS
180
Park Avenue Securities
New York
$259K 2,650 +263 +11%
PP
181
PrairieView Partners
Minnesota
$255K 2,604 – –
SPIA
182
Steward Partners Investment Advisory
New York
$249K 2,548 – –
PA
183
Parallel Advisors
California
$245K 2,500 – –
NA
184
NewEdge Advisors
Louisiana
$243K 2,486 -75 -3%
TP
185
Tranquility Partners
Tennessee
$242K 2,470 – –
BWM
186
BCS Wealth Management
Tennessee
$241K 2,462 – –
LA
187
Latitude Advisors
Florida
$240K 2,452 +2,452 New
NHC
188
Nicholas Hoffman & Company
Georgia
$233K 2,377 – –
LA
189
LVW Advisors
New York
$229K 2,340 +2,340 New
SWM
190
Spire Wealth Management
Virginia
$223K 2,280 -4 -0.2%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$216K 2,205 -19,273 -90%
VWA
192
Visionary Wealth Advisors
Illinois
$215K 2,198 – –
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$212K 2,040 +2,040 New
CM
194
Cornerstone Management
Georgia
$207K 2,118 – –
Bank of New York Mellon
195
Bank of New York Mellon
New York
$203K 2,069 -1 -0%
FHA
196
First Horizon Advisors
Tennessee
$181K 1,862 – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$173K 1,770 – –
TFS
198
TrustCore Financial Services
Tennessee
$161K 1,647 -320 -16%
Citigroup
199
Citigroup
New York
$160K 1,640 – –
CIAS
200
Capital Investment Advisory Services
North Carolina
$145K 1,479 -5 -0.3%
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8
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