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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
AssetMark Inc
California
$959M
3
Bank of America
Bank of America
North Carolina
$439M
4
MWA
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
$0
2
NRA
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
5
LNC
Lincoln National Corp
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
176
Cowen and Company
New York
$538K +$538K +5,590 New
GIA
177
Gladstone Institutional Advisory
Florida
$537K -$9.42K -98 -2%
PL
178
Plancorp LLC
Missouri
$535K – – –
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$534K -$268K -2,787 -33%
CA
180
Cetera Advisors
Colorado
$531K -$39.9K -415 -7%
DAS
181
Dynamic Advisor Solutions
Arizona
$520K -$84.6K -880 -14%
PMG
182
ProVise Management Group
Florida
$516K +$309K +3,208 +149%
BB
183
Bell Bank
North Dakota
$508K – – –
William Blair & Company
184
William Blair & Company
Illinois
$504K -$50.4K -524 -9%
CA
185
Calton & Associates
Florida
$502K +$502K +5,226 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$488K -$14.2K -147 -3%
W
187
WealthOne
New York
$477K -$18K -187 -4%
FHC
188
First Heartland Consultants
Missouri
$459K -$4.22K -44 -0.9%
WBG
189
Wharton Business Group
Pennsylvania
$441K +$46.6K +485 +12%
VWA
190
Visionary Wealth Advisors
Illinois
$440K +$219K +2,273 +99%
PBF
191
Petix & Botte Financial
California
$437K -$434K -4,516 -50%
JIC
192
Johnson Investment Counsel
Ohio
$424K – – –
MWA
193
Martel Wealth Advisors
Washington
$414K +$2.5K +26 +0.6%
RMAM
194
Raab & Moskowitz Asset Management
New Jersey
$409K +$9.23K +96 +2%
1WM
195
1900 Wealth Management
Texas
$408K – – –
MSFS
196
Main Street Financial Solutions
Pennsylvania
$396K +$23.2K +241 +6%
ANTB
197
AMG National Trust Bank
Colorado
$394K -$82.5K -820 -17%
KFGK
198
Keystone Financial Group (Kentucky)
Kentucky
$388K +$48.1K +500 +14%
VCM
199
Virtue Capital Management
Tennessee
$379K – – –
SWP
200
Summit Wealth Partners
Florida
$371K -$43.3K -450 -10%
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