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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.64%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.04B
2
MFG
Merit Financial Group
Georgia
$32.2M
3
NRA
NSI Retail Advisors
Pennsylvania
$28.2M
4
CA
CSM Advisors
Pennsylvania
$28.2M
5
Bank of America
Bank of America
North Carolina
$466M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$15.3M
2
LNC
Lincoln National Corp
Pennsylvania
$202M
3
BFG
Bouchey Financial Group
New York
$0
4
SAMT
Select Asset Management & Trust
Pennsylvania
$14.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
201
Spinnaker Trust
Maine
$322K – – –
PWMG
202
Prestige Wealth Management Group
New Jersey
$315K – – –
CAM
203
Cresset Asset Management
Illinois
$306K +$107 +1 +0%
CGFA
204
Colton Groome Financial Advisors
North Carolina
$302K +$20.5K +191 +7%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$297K – – –
CCA
206
Column Capital Advisors
Indiana
$296K +$296K +2,757 New
FHA
207
Flagship Harbor Advisors
Massachusetts
$292K +$16.1K +150 +6%
VWA
208
V Wealth Advisors
Kansas
$290K +$2.9K +27 +1%
RHBC
209
R.H. Bluestein & Co
Michigan
$287K – – –
YIH
210
Y-Intercept (HK)
Hong Kong
$286K +$286K +2,668 New
UF
211
Univest Financial
Pennsylvania
$285K – – –
PP
212
PrairieView Partners
Minnesota
$278K – – –
TNB
213
Thomasville National Bank
Georgia
$274K – – –
SPIA
214
Steward Partners Investment Advisory
New York
$273K – – –
HWMA
215
Heritage Wealth Management (Arizona)
Arizona
$267K +$267K +2,487 New
TP
216
Tranquility Partners
Tennessee
$265K – – –
BWM
217
BCS Wealth Management
Tennessee
$264K – – –
VFPW
218
Vantage Financial Partners (Wisconsin)
Wisconsin
$264K +$1.29K +12 +0.5%
PCIA
219
Prime Capital Investment Advisors
Kansas
$260K – – –
NHC
220
Nicholas Hoffman & Company
Georgia
$255K – – –
PAS
221
Park Avenue Securities
New York
$254K +$13.1K +122 +5%
CFO
222
CVA Family Office
Colorado
$254K +$254K +2,370 New
LA
223
LVW Advisors
New York
$251K – – –
CPA
224
Cardiff Park Advisors
California
$251K +$750 +7 +0.3%
BF
225
BOK Financial
Oklahoma
$251K +$42.8K +398 +21%
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