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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$979M
2
UBS Group
UBS Group
Switzerland
$148M
3
AC
Avestar Capital
New York
$12.8M
4
Morgan Stanley
Morgan Stanley
New York
$212M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
MFG
Merit Financial Group
Georgia
$19.6M
3
KCM
Karp Capital Management
California
$0
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
176
Berger Financial Group
Minnesota
$578K -$7.82K -87 -1%
PIA
177
Pinion Investment Advisors
Kansas
$573K +$23K +256 +4%
GM
178
GeoWealth Management
Illinois
$563K +$438K +4,870 +349%
HNWAG
179
High Net Worth Advisory Group
Florida
$549K +$270K +3,000 +97%
AWA
180
Arkadios Wealth Advisors
Georgia
$533K +$6.29K +70 +1%
CA
181
Cetera Advisors
Colorado
$522K +$25.4K +282 +5%
HHRDM
182
H&H Retirement Design & Management
Nevada
$520K -$33.8K -366 -6%
AMCA
183
Arthur M. Cohen & Associates
Illinois
$512K – – –
FNBOO
184
First National Bank of Omaha
Nebraska
$512K +$512K +5,690 New
RMAM
185
Raab & Moskowitz Asset Management
New Jersey
$511K +$129K +1,433 +34%
VF
186
Virtu Financial
New York
$504K +$504K +5,605 New
PL
187
Plancorp LLC
Missouri
$500K – – –
GIA
188
Gladstone Institutional Advisory
Florida
$499K -$3.69K -41 -0.7%
DAS
189
Dynamic Advisor Solutions
Arizona
$488K +$1.89K +21 +0.4%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$485K -$14.2K -158 -3%
BB
191
Bell Bank
North Dakota
$475K – – –
William Blair & Company
192
William Blair & Company
Illinois
$459K -$12.1K -135 -3%
WBG
193
Wharton Business Group
Pennsylvania
$450K +$38.1K +425 +9%
W
194
WealthOne
New York
$446K -$180 -2 -0%
CCB
195
Country Club Bank
Missouri
$425K -$1.82M -19,915 -81%
VWA
196
Visionary Wealth Advisors
Illinois
$425K +$13.9K +155 +3%
PBF
197
Petix & Botte Financial
California
$408K – – –
JIC
198
Johnson Investment Counsel
Ohio
$405K +$8.99K +100 +2%
MFA
199
McClarren Financial Advisors
Pennsylvania
$404K +$404K +4,503 New
SWP
200
Summit Wealth Partners
Florida
$402K +$55K +612 +16%
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