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Vanguard Mega Cap Value ETF
MGV

44 hedge funds and large institutions have $205M invested in Vanguard Mega Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 44 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.57% more ownership

Funds ownership: 0% → 34.57% (+35%)

Holders
44
Holders Change
+44
Holders Change %
–
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.7M +$69.7M +1,422,120 New
Bank of America
2
Bank of America
North Carolina
$56M +$55.9M +1,141,335 New
U
3
UBS
Switzerland
$18.3M +$18.3M +372,899 New
MAA
4
Managed Account Advisors
New Jersey
$16.7M +$16.7M +340,993 New
SC
5
Savant Capital
Illinois
$8.04M +$8.03M +163,891 New
RJA
6
Raymond James & Associates
Florida
$5.18M +$5.18M +105,710 New
PFM
7
Phillips Financial Management
Indiana
$4.1M +$3.91M +79,852 New
RGC
8
Roberts, Glore & Co
Illinois
$2.91M +$2.91M +59,405 New
TH
9
Timber Hill
Connecticut
$2.82M +$2.82M +57,556 New
LPL Financial
10
LPL Financial
California
$2.63M +$2.63M +53,674 New
AC
11
Alexandria Capital
Virginia
$2.42M +$2.42M +49,364 New
IFS
12
Ifrah Financial Services
Arkansas
$2.05M +$2.05M +41,811 New
SCM
13
SOL Capital Management
Maryland
$1.48M +$1.48M +30,250 New
MCWS
14
McKinley Carter Wealth Services
West Virginia
$1.31M +$1.32M +26,924 New
FMII
15
Farmers & Merchants Investments Inc
Nebraska
$1.23M +$1.22M +24,995 New
Wells Fargo
16
Wells Fargo
California
$1.11M +$1.11M +22,718 New
HighTower Advisors
17
HighTower Advisors
Illinois
$1.1M +$1.1M +22,364 New
RT
18
Reliance Trust
Georgia
$1.03M +$1.03M +20,929 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$991K +$990K +20,206 New
ECM
20
ETrade Capital Management
Virginia
$975K +$974K +19,890 New
KCG
21
Knight Capital Group
$735K +$735K +15,000 New
WT
22
Wilmington Trust
Delaware
$525K +$524K +10,699 New
VFS
23
VSR Financial Services
Kansas
$502K +$501K +10,235 New
Ameriprise
24
Ameriprise
Minnesota
$499K +$499K +10,177 New
HJA
25
Hugh Johnson Advisors
New York
$396K +$396K +8,075 New
1
2

MGV Hedge Fund Activity: Q2 2013 in Review

44 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Value ETF (MGV) for Q2 2013, worth a combined $205M.

Buyers outnumbered sellers: 44 funds opened new MGV positions and 0 closed out — a net gain of 44 holders — while 0 added to existing stakes and 0 trimmed.

  • 44 institutional investors held Vanguard Mega Cap Value ETF (MGV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $205M of Vanguard Mega Cap Value ETF stock for Q2 2013.
  • 44 funds opened new Vanguard Mega Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +44 holders.

Based on aggregated 13F filings for Q2 2013.