MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
176
Aveo Capital Partners
Colorado
$733K -$32.4K -321 -4%
BRWA
177
B. Riley Wealth Advisors
Florida
$731K +$9.5K +94 +1%
CGA
178
Crescent Grove Advisors
Illinois
$713K -$68.3K -676 -9%
LWA
179
LWS Wealth Advisors
New Jersey
$691K +$10.4K +103 +2%
SPC
180
Sigma Planning Corp
Michigan
$683K +$63.6K +630 +10%
RWM
181
Revisor Wealth Management
Ohio
$671K +$671K +6,644 New
WP
182
Westmount Partners
California
$670K – – –
CB
183
Cadence Bank
Mississippi
$665K -$121K -1,195 -15%
ICP
184
Interchange Capital Partners
Pennsylvania
$661K -$491K -4,862 -43%
GFG
185
Goldstone Financial Group
Illinois
$636K +$636K +6,300 New
BFG
186
Berger Financial Group
Minnesota
$635K -$13.8K -137 -2%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$623K +$57.5K +569 +10%
HI
188
Hudock Inc
Pennsylvania
$622K -$7.27K -72 -1%
RFN
189
Redwood Financial Network
Ohio
$618K -$51.8K -513 -8%
HNWAG
190
High Net Worth Advisory Group
Florida
$616K – – –
SWP
191
ShoreHaven Wealth Partners
New Jersey
$600K +$258K +2,550 +75%
WBG
192
Wharton Business Group
Pennsylvania
$575K – – –
GIA
193
Gladstone Institutional Advisory
Florida
$574K +$12.8K +127 +2%
PL
194
Plancorp LLC
Missouri
$562K – – –
AAS
195
Ameritas Advisory Services
Nebraska
$550K -$167K -1,648 -23%
RMAM
196
Raab & Moskowitz Asset Management
New Jersey
$549K -$25.3K -250 -4%
MWM
197
Meridian Wealth Management
Kentucky
$543K -$606 -6 -0.1%
AWA
198
Arkadios Wealth Advisors
Georgia
$541K -$6.06K -60 -1%
MOS
199
MGO One Seven
Ohio
$538K – – –
LFAS
200
Level Four Advisory Services
Texas
$537K +$11.4K +113 +2%
6 7
8
9 10