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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$979M
2
UBS Group
UBS Group
Switzerland
$148M
3
AC
Avestar Capital
New York
$12.8M
4
Morgan Stanley
Morgan Stanley
New York
$212M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
MFG
Merit Financial Group
Georgia
$19.6M
3
KCM
Karp Capital Management
California
$0
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
201
Martel Wealth Advisors
Washington
$387K – – –
1WM
202
1900 Wealth Management
Texas
$381K – – –
CAG
203
Csenge Advisory Group
Florida
$380K +$102K +1,136 +37%
FFW
204
Fusion Family Wealth
New York
$376K +$53.9K +550 +17%
MSFS
205
Main Street Financial Solutions
Pennsylvania
$374K +$4.13K +46 +1%
KFGK
206
Keystone Financial Group (Kentucky)
Kentucky
$363K – – –
VCM
207
Virtue Capital Management
Tennessee
$355K – – –
ANTB
208
AMG National Trust Bank
Colorado
$350K -$2.25K -25 -0.6%
AAS
209
Ameritas Advisory Services
Nebraska
$345K +$37K +412 +12%
Cerity Partners
210
Cerity Partners
New York
$339K – – –
VWA
211
V Wealth Advisors
Kansas
$313K +$51.6K +574 +20%
BAM
212
Belpointe Asset Management
Nevada
$306K -$248K -2,751 -45%
Bessemer Group
213
Bessemer Group
New Jersey
$303K – – –
SAM
214
Secure Asset Management
Michigan
$292K – – –
KIG
215
Kowal Investment Group
Wisconsin
$287K – – –
SB
216
Strategic Blueprint
Georgia
$284K -$8.08K -90 -3%
TAIM
217
TD Ameritrade Investment Management
Nebraska
$283K -$5.11K -57 -2%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$278K -$178K -1,977 -39%
CPA
219
Cardiff Park Advisors
California
$275K – – –
ST
220
Spinnaker Trust
Maine
$270K – – –
PWMG
221
Prestige Wealth Management Group
New Jersey
$266K – – –
PAS
222
Park Avenue Securities
New York
$262K +$36.6K +407 +16%
CAM
223
Cresset Asset Management
Illinois
$258K – – –
Kovitz Investment Group Partners
224
Kovitz Investment Group Partners
Illinois
$256K -$29.2K -325 -10%
AR
225
Apeiron RIA
Texas
$253K +$253K +2,775 New
7 8
9
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