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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
4
Merriman Wealth Management
Washington
$7.8M
5
WP
5
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
2
Beacon Pointe Advisors
California
$52.8M
3
WAM
3
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
5
Capital Advantage
California
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
201
Concourse Financial Group Securities
Alabama
$137K 1,392 -30 -2%
DI
202
Disciplined Investments
Oklahoma
$115K 1,175 +214 +22%
GRP
203
Global Retirement Partners
California
$111K 1,137 – –
HWM
204
Holloway Wealth Management
Florida
– – – –
MCM
205
MV Capital Management
Maryland
$91K 928 – –
SCA
206
Stonebridge Capital Advisors
Minnesota
$75K 771 -1,578 -67%
APC
207
Aspire Private Capital
North Carolina
$58K 593 – –
BA
208
Bellwether Advisors
Nebraska
$56K 573 – –
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$54K 549 +549 New
AWM
210
Accel Wealth Management
Iowa
$50K 513 – –
BMCM
211
Burns Matteson Capital Management
New York
$45K 44,985 +44,985 New
CFA
212
Carroll Financial Associates
North Carolina
$43K 443 +81 +22%
FPFS
213
First Personal Financial Services
North Carolina
$39K 400 – –
FA
214
Financial Avengers
California
$39K 401 – –
SIM
215
Sonora Investment Management
Arizona
$34K 350 -75 -18%
MFA
216
McClarren Financial Advisors
Pennsylvania
$34K 348 – –
S
217
SignatureFD
Georgia
$33K 341 – –
IA
218
IFP Advisors
Florida
$33K 335 – –
BAM
219
Baldrige Asset Management
Pennsylvania
$33K 342 – –
Barclays
220
Barclays
United Kingdom
$27K 275 +32 +13%
DSC
221
Duncker Streett & Co
Missouri
$24K 250 – –
GWM
222
Geneos Wealth Management
Colorado
$23K 237 – –
GWSG
223
GPS Wealth Strategies Group
Colorado
$23K 236 +236 New
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$20K 200 – –
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K 132 – –
6 7 8
9
10