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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
AssetMark Inc
California
$959M
3
Bank of America
Bank of America
North Carolina
$439M
4
MWA
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
$0
2
NRA
NSI Retail Advisors
Pennsylvania
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
5
LNC
Lincoln National Corp
Pennsylvania
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$351K – – –
BIM
202
Bullseye Investment Management
Ohio
$344K -$4.66M -35,338 -93%
AAS
203
Ameritas Advisory Services
Nebraska
$329K +$16.6K +173 +5%
Bessemer Group
204
Bessemer Group
New Jersey
$324K – – –
FFW
205
Fusion Family Wealth
New York
$316K -$24K -250 -7%
SAM
206
Secure Asset Management
Michigan
$313K -$5.68K -59 -2%
SB
207
Strategic Blueprint
Georgia
$313K – – –
TAIM
208
TD Ameritrade Investment Management
Nebraska
$309K -$7.5K -78 -2%
KIG
209
Kowal Investment Group
Wisconsin
$307K +$307K +3,196 New
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$305K -$42.7K -444 -12%
VC
211
Veracity Capital
Georgia
$302K -$5.19K -54 -2%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$299K – – –
HNWAG
213
High Net Worth Advisory Group
Florida
$298K +$298K +3,101 New
CAG
214
Csenge Advisory Group
Florida
$297K +$2.98K +31 +1%
CPA
215
Cardiff Park Advisors
California
$294K +$68.8K +715 +31%
ST
216
Spinnaker Trust
Maine
$289K – – –
PWMG
217
Prestige Wealth Management Group
New Jersey
$282K – – –
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$281K +2,926 New
VWA
219
V Wealth Advisors
Kansas
$280K +$19.7K +205 +8%
CAM
220
Cresset Asset Management
Illinois
$274K +$96 +1 +0%
CCA
221
Column Capital Advisors
Indiana
$265K – – –
ARC
222
Advisor Resource Council
Texas
$263K +$263K +2,736 New
RHBC
223
R.H. Bluestein & Co
Michigan
$257K – – –
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$256K -$10.2K -106 -4%
UF
225
Univest Financial
Pennsylvania
$256K – – –
7 8
9
10 11