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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.17B
2
SVCP
Silicon Valley Capital Partners
California
$33.6M
3
BWP
BSW Wealth Partners
Colorado
$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$66.3M
5
Bank of America
Bank of America
North Carolina
$491M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
Wells Fargo
California
$56.4M
3
AC
Avestar Capital
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$174M
5
DWP
Destiny Wealth Partners
Florida
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
201
Gladstone Institutional Advisory
Florida
$571K +$411 +4 +0.1%
WWM
202
Western Wealth Management
Colorado
$569K -$635K -6,175 -53%
AWA
203
Arkadios Wealth Advisors
Georgia
$557K -$53K -515 -9%
MWM
204
Meridian Wealth Management
Kentucky
$554K +$554K +5,383 New
MOS
205
MGO One Seven
Ohio
$548K -$45.2K -439 -8%
LFAS
206
Level Four Advisory Services
Texas
$535K +$535K +5,205 New
CCB
207
Country Club Bank
Missouri
$517K +$37.8K +368 +8%
W
208
WealthOne
New York
$501K -$9.36K -91 -2%
VWA
209
Visionary Wealth Advisors
Illinois
$496K +$9.97K +97 +2%
AFS
210
Annapolis Financial Services
Maryland
$494K -$204K -1,983 -29%
MFA
211
McClarren Financial Advisors
Pennsylvania
$469K +$6.37K +62 +1%
JIC
212
Johnson Investment Counsel
Ohio
$464K – – –
BB
213
Bell Bank
North Dakota
$461K -$82.6K -803 -15%
CSPAM
214
Cary Street Partners Asset Management
Virginia
$457K +$457K +4,440 New
KFGK
215
Keystone Financial Group (Kentucky)
Kentucky
$456K +$41.1K +400 +10%
RFM
216
Royal Fund Management
Florida
$454K +$454K +4,414 New
MWA
217
Martel Wealth Advisors
Washington
$449K +$6.27K +61 +1%
Cerity Partners
218
Cerity Partners
New York
$444K +$57.1K +555 +15%
RJT
219
Raymond James Trust
Florida
$439K -$419K -4,077 -49%
1WM
220
1900 Wealth Management
Texas
$436K – – –
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$435K +$435K +4,234 New
MSFS
222
Main Street Financial Solutions
Pennsylvania
$420K -$8.02K -78 -2%
CAG
223
Csenge Advisory Group
Florida
$420K -$14.9K -145 -3%
ANTB
224
AMG National Trust Bank
Colorado
$411K +$11.3K +110 +3%
TCM
225
True Capital Management
California
$410K +$410K +3,983 New
7 8
9
10 11