MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$1.24B
2
SIA
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
BIM
Bullseye Investment Management
Ohio
$11M
5
ONB
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
Beacon Pointe Advisors
California
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$503K +$62.3K +600 +14%
MWM
202
Meridian Wealth Management
Kentucky
$500K -$58.1K -560 -10%
JIC
203
Johnson Investment Counsel
Ohio
$499K – – –
VWA
204
Visionary Wealth Advisors
Illinois
$496K +$3.22K +31 +0.7%
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$483K +$483K +4,659 New
BB
206
Bell Bank
North Dakota
$465K – – –
VVP
207
Venture Visionary Partners
Ohio
$464K +$219K +2,115 +90%
SWP
208
Summit Wealth Partners
Florida
$464K – – –
AAS
209
Ameritas Advisory Services
Nebraska
$462K -$92.5K -904 -17%
MWA
210
Martel Wealth Advisors
Washington
$458K +$2.91K +28 +0.6%
BWM
211
Brown Wealth Management
Illinois
$449K +$449K +4,332 New
RJT
212
Raymond James Trust
Florida
$443K – – –
W
213
WealthOne
New York
$434K -$2.91K -28 -0.7%
MSFS
214
Main Street Financial Solutions
Pennsylvania
$430K – – –
APCM
215
Alaska Permanent Capital Management
Alaska
$421K +$421K +4,057 New
CB
216
Cadence Bank
Mississippi
$419K -$264K -2,546 -39%
Corient Private Wealth
217
Corient Private Wealth
Florida
$411K +$53.4K +515 +15%
VCM
218
Virtue Capital Management
Tennessee
$409K +$104 +1 +0%
CA
219
CoreCap Advisors
Michigan
$403K +$403K +3,887 New
VWA
220
V Wealth Advisors
Kansas
$403K +$42K +405 +12%
ANTB
221
AMG National Trust Bank
Colorado
$395K -$19.7K -190 -5%
USCWA
222
U.S. Capital Wealth Advisors
Texas
$383K +$2.7K +26 +0.7%
WS
223
Wedbush Securities
California
$373K – – –
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$353K +$134K +1,286 +61%
Bessemer Group
225
Bessemer Group
New Jersey
$350K – – –
7 8
9
10 11