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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$119M
2
Morgan Stanley
Morgan Stanley
New York
$269M
3
LPL Financial
LPL Financial
California
$74.8M
4
Ameriprise
Ameriprise
Minnesota
$88.4M
5
MIC
Means Investment Company
Maine
$32.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$394M
2
AssetMark Inc
AssetMark Inc
California
$1.18B
3
SIA
Strategic Investment Advisors
Michigan
$22.4M
4
SVCP
Silicon Valley Capital Partners
California
$15.7M
5
BIM
Bullseye Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
176
Westmount Partners
California
$672K – – –
DI
177
DFPG Investments
Utah
$663K +$371K +3,701 +127%
TRCT
178
Tower Research Capital (TRC)
New York
$658K +$321K +3,165 +95%
HI
179
Hudock Inc
Pennsylvania
$637K +$1.52K +15 +0.2%
HNWAG
180
High Net Worth Advisory Group
Florida
$619K – – –
VC
181
Vicus Capital
Pennsylvania
$617K -$21.9K -216 -3%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$603K -$89K -878 -13%
VWA
183
Visionary Wealth Advisors
Illinois
$583K +$97.9K +966 +20%
BRWA
184
B. Riley Wealth Advisors
Florida
$564K -$148K -1,461 -21%
PL
185
Plancorp LLC
Missouri
$564K – – –
Bank of New York Mellon
186
Bank of New York Mellon
New York
$562K +$710 +7 +0.1%
ICP
187
Interchange Capital Partners
Pennsylvania
$560K +$2.74K +27 +0.5%
USCWA
188
U.S. Capital Wealth Advisors
Texas
$557K +$183K +1,808 +49%
RMAM
189
Raab & Moskowitz Asset Management
New Jersey
$554K +$35.3K +348 +7%
SG
190
StoneX Group
New York
$545K -$11.3K -111 -2%
CCB
191
Country Club Bank
Missouri
$545K +$16.1K +158 +3%
CSPAM
192
Cary Street Partners Asset Management
Virginia
$542K -$244K -2,407 -31%
GIA
193
Gladstone Institutional Advisory
Florida
$542K +$203 +2 +0%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$542K +$183K +1,730 +51%
PCIA
195
Prime Capital Investment Advisors
Kansas
$541K -$11.1K -109 -2%
MOS
196
MGO One Seven
Ohio
$534K – – –
BFG
197
Berger Financial Group
Minnesota
$527K -$110K -1,088 -17%
FA
198
FDx Advisors
Illinois
$526K +$2.74K +27 +0.5%
LCM
199
Lazari Capital Management
California
$524K – – –
MWM
200
Meridian Wealth Management
Kentucky
$514K +$25.5K +251 +5%
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