MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.24B
2
SIA
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
BIM
Bullseye Investment Management
Ohio
$11M
5
ONB
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
Beacon Pointe Advisors
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
176
Berger Financial Group
Minnesota
$653K -$104 -1 -0%
HI
177
Hudock Inc
Pennsylvania
$651K +$11.9K +115 +2%
SPC
178
Sigma Planning Corp
Michigan
$648K -$54.4K -524 -8%
RFN
179
Redwood Financial Network
Ohio
$636K +$934 +9 +0.1%
HNWAG
180
High Net Worth Advisory Group
Florida
$633K – – –
Renaissance Technologies
181
Renaissance Technologies
New York
$623K +$415K +4,000 +200%
RWM
182
Revisor Wealth Management
Ohio
$616K -$73K -704 -11%
PIA
183
Pinion Investment Advisors
Kansas
$594K +$594K +5,722 New
WBG
184
Wharton Business Group
Pennsylvania
$591K – – –
PL
185
Plancorp LLC
Missouri
$577K – – –
Bank of New York Mellon
186
Bank of New York Mellon
New York
$574K +$357K +3,445 +165%
ICP
187
Interchange Capital Partners
Pennsylvania
$570K -$109K -1,052 -16%
SG
188
StoneX Group
New York
$569K -$277K -2,672 -33%
PCIA
189
Prime Capital Investment Advisors
Kansas
$565K +$194K +1,874 +53%
GIA
190
Gladstone Institutional Advisory
Florida
$555K -$34.4K -332 -6%
WWM
191
Western Wealth Management
Colorado
$552K +$15.2K +146 +3%
MOS
192
MGO One Seven
Ohio
$547K -$6.02K -58 -1%
CW
193
CreativeOne Wealth
Kansas
$538K -$1.18M -11,373 -69%
LCM
194
Lazari Capital Management
California
$537K +$537K +5,171 New
FA
195
FDx Advisors
Illinois
$535K -$561K -5,408 -51%
CCB
196
Country Club Bank
Missouri
$533K – – –
RMAM
197
Raab & Moskowitz Asset Management
New Jersey
$531K -$33.7K -325 -6%
LFAS
198
Level Four Advisory Services
Texas
$519K -$32.5K -313 -6%
TC
199
TownSquare Capital
Utah
$517K +$517K +4,978 New
AWA
200
Arkadios Wealth Advisors
Georgia
$507K -$48.8K -470 -9%
6 7
8
9 10