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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$536K +$330K +3,262 +160%
WWM
202
Western Wealth Management
Colorado
$523K -$36.2K -358 -6%
CCB
203
Country Club Bank
Missouri
$518K +$14.9K +149 +3%
JIC
204
Johnson Investment Counsel
Ohio
$486K +$30.3K +300 +7%
VWA
205
Visionary Wealth Advisors
Illinois
$480K -$7.37K -73 -2%
BCM
206
Brookstone Capital Management
Illinois
$477K -$237K -2,286 -33%
KIG
207
Kowal Investment Group
Wisconsin
$465K +$109K +1,079 +31%
BB
208
Bell Bank
North Dakota
$453K – – –
SWP
209
Summit Wealth Partners
Florida
$452K -$165K -1,630 -27%
MWA
210
Martel Wealth Advisors
Washington
$443K +$2.63K +26 +0.6%
1WM
211
1900 Wealth Management
Texas
$436K – – –
CAG
212
Csenge Advisory Group
Florida
$431K +$19K +188 +5%
RJT
213
Raymond James Trust
Florida
$431K – – –
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$428K – – –
W
215
WealthOne
New York
$426K -$66.2K -655 -13%
MSFS
216
Main Street Financial Solutions
Pennsylvania
$419K +$6.06K +60 +1%
ANTB
217
AMG National Trust Bank
Colorado
$404K – – –
VCM
218
Virtue Capital Management
Tennessee
$397K +$201 +2 +0.1%
TCM
219
True Capital Management
California
$377K -$25.7K -254 -6%
USCWA
220
U.S. Capital Wealth Advisors
Texas
$370K +$153K +1,516 +71%
WS
221
Wedbush Securities
California
$363K – – –
PCIA
222
Prime Capital Investment Advisors
Kansas
$360K -$376K -3,721 -51%
VWA
223
V Wealth Advisors
Kansas
$352K – – –
Corient Private Wealth
224
Corient Private Wealth
Florida
$348K +$78.3K +775 +29%
Bessemer Group
225
Bessemer Group
New Jersey
$340K – – –
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