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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$73.2M
2
MFG
Merit Financial Group
Georgia
+$32.2M
3
NRA
NSI Retail Advisors
Pennsylvania
+$28.2M
4
CA
CSM Advisors
Pennsylvania
+$28.2M
5
Bank of America
Bank of America
North Carolina
+$27.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$25.4M
2
LNC
Lincoln National Corp
Pennsylvania
-$13.4M
3
BFG
Bouchey Financial Group
New York
-$11.3M
4
SAMT
Select Asset Management & Trust
Pennsylvania
-$6.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
176
Johnson Investment Counsel
Ohio
$473K – – –
SWP
177
Summit Wealth Partners
Florida
$463K -$4.83K -45 -1%
MWA
178
Martel Wealth Advisors
Washington
$459K +$2.25K +21 +0.5%
1WM
179
1900 Wealth Management
Texas
$455K -$111K -1,032 -20%
RMAM
180
Raab & Moskowitz Asset Management
New Jersey
$446K -$27.8K -259 -6%
WBG
181
Wharton Business Group
Pennsylvania
$441K +$195K +1,815 +79%
VCM
182
Virtue Capital Management
Tennessee
$423K – – –
LA
183
Latitude Advisors
Florida
$422K +$159K +1,476 +60%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$416K +$93.8K +874 +29%
IA
185
IFG Advisory
Georgia
$407K +$407K +3,794 New
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$388K -$698K -6,506 -64%
HF
187
HRT Financial
New York
$381K +$381K +3,558 New
FFW
188
Fusion Family Wealth
New York
$380K – – –
KFGK
189
Keystone Financial Group (Kentucky)
Kentucky
$379K – – –
Bessemer Group
190
Bessemer Group
New Jersey
$362K – – –
9WM
191
9258 Wealth Management
Ohio
$362K +$362K +3,376 New
SAM
192
Secure Asset Management
Michigan
$355K -$2.15K -20 -0.6%
TAIM
193
TD Ameritrade Investment Management
Nebraska
$353K +$29.6K +276 +9%
IA
194
IFP Advisors
Florida
$351K +$326K +4,307 +1,286%
SB
195
Strategic Blueprint
Georgia
$349K – – –
AAS
196
Ameritas Advisory Services
Nebraska
$349K +$38.6K +360 +12%
VC
197
Veracity Capital
Georgia
$343K -$3.22K -30 -0.9%
AMCA
198
Arthur M. Cohen & Associates
Illinois
$343K +$35.4K +330 +11%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$331K – – –
CAG
200
Csenge Advisory Group
Florida
$328K +$66.6K +621 +25%
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