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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
SVCP
2
Silicon Valley Capital Partners
California
$33.6M
3
BWP
3
BSW Wealth Partners
Colorado
$28.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$66.3M
5
Bank of America
5
Bank of America
North Carolina
$491M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
2
Wells Fargo
California
$56.4M
3
AC
3
Avestar Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M
5
DWP
5
Destiny Wealth Partners
Florida
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
176
Prime Capital Investment Advisors
Kansas
$750K 7,288 +72 +1%
BRWA
177
B. Riley Wealth Advisors
Florida
$734K 7,138 +12 +0.2%
AAS
178
Ameritas Advisory Services
Nebraska
$727K 7,071 +3,234 +84%
IWM
179
Iams Wealth Management
Nebraska
$724K 7,042 +7,042 New
TFS
180
TrustCore Financial Services
Tennessee
$724K 7,041 -115 -2%
BCM
181
Brookstone Capital Management
Illinois
$723K 6,898 -363 -5%
LWA
182
LWS Wealth Advisors
New Jersey
$693K 6,741 -289 -4%
RFN
183
Redwood Financial Network
Ohio
$682K 6,635 -278 -4%
WP
184
Westmount Partners
California
$682K 6,630 +6,630 New
BFG
185
Berger Financial Group
Minnesota
$661K 6,427 – –
GM
186
GeoWealth Management
Illinois
$657K 6,385 +119 +2%
PAG
187
Private Advisor Group
New Jersey
$655K 84,189 +1,831 +2%
AG
188
Ascent Group
Virginia
$644K 6,258 +82 +1%
HI
189
Hudock Inc
Pennsylvania
$641K 6,227 -348 -5%
PI
190
Pachira Investments
California
$640K 6,218 +3,658 +143%
SPC
191
Sigma Planning Corp
Michigan
$631K 6,134 -5,922 -49%
SWP
192
Summit Wealth Partners
Florida
$628K 6,102 +1,630 +36%
HNWAG
193
High Net Worth Advisory Group
Florida
$628K 6,102 +1 +0%
SG
194
StoneX Group
New York
$617K 5,996 -431 -7%
HHRDM
195
H&H Retirement Design & Management
Nevada
$595K 5,644 +5 +0.1%
AMCA
196
Arthur M. Cohen & Associates
Illinois
$586K 5,700 – –
WBG
197
Wharton Business Group
Pennsylvania
$586K 5,695 +680 +14%
RMAM
198
Raab & Moskowitz Asset Management
New Jersey
$585K 5,688 – –
Fidelity Investments
199
Fidelity Investments
Massachusetts
$575K 5,593 -4,583 -45%
PL
200
Plancorp LLC
Missouri
$572K 5,562 – –
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