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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$67.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$33.6M
3
WAM
WNY Asset Management
New York
+$16.6M
4
SVCP
Silicon Valley Capital Partners
California
+$15.1M
5
BUB
BBVA USA Bancshares
Texas
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.08M
3
Bank of America
Bank of America
North Carolina
-$8.18M
4
FI
FormulaFolio Investments
Michigan
-$3.81M
5
LWAC
Laurel Wealth Advisors (California)
California
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
201
Certified Advisory Corp
Florida
$84K +$84K +886 New
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$74K +$74K +775 New
GRP
203
Global Retirement Partners
California
$72K +$95 +1 +0.1%
GWM
204
Geneos Wealth Management
Colorado
$62K +$62K +637 New
4FG
205
4Thought Financial Group
New York
$59K +$59K +619 New
BA
206
Bellwether Advisors
Nebraska
$54K – – –
AWM
207
Accel Wealth Management
Iowa
$49K – – –
SIM
208
Sonora Investment Management
Arizona
$48K +$48K +500 New
FA
209
Financial Avengers
California
$38K -$9.48K -100 -20%
FPFS
210
First Personal Financial Services
North Carolina
$38K – – –
CG
211
Cutler Group
California
$38K +$38K +400 New
CFA
212
Carroll Financial Associates
North Carolina
$34K – – –
S
213
SignatureFD
Georgia
$32K -$845 -9 -3%
IA
214
IFP Advisors
Florida
$32K – – –
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$31K +$31K +323 New
DSC
216
Duncker Streett & Co
Missouri
$24K – – –
EP
217
Eudaimonia Partners
Tennessee
$21K +$21K +224 New
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$19K +$19K +200 New
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K – – –
IAIM
220
International Assets Investment Management
Florida
$12K – – –
BlackRock
221
BlackRock
New York
$10K – – –
TFGT
222
TS Financial Group (TSFG)
Illinois
$10K – – –
FFA
223
Founders Financial Alliance
North Carolina
$10K – – –
RG
224
Retirement Group
California
$6K – – –
AWM
225
AllSquare Wealth Management
New York
$3K – – –
6 7 8
9
10