MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

53 hedge funds and large institutions have $242M invested in Vanguard Mega Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
8
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$309K

Top Buyers

1
LNC
1
Lincoln National Corp
Pennsylvania
$32.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16M
3
BIT
3
BlackRock Institutional Trust
California
$745K
4
AC
4
Alexandria Capital
Virginia
$4.6M
5
RT
5
Reliance Trust
Georgia
$1.25M

Top Sellers

1
U
1
UBS
Switzerland
$17.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.49M
4
MAA
4
Managed Account Advisors
New Jersey
$5.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$67M 1,192,744 -14,842 -1%
Morgan Stanley
2
Morgan Stanley
New York
$36.9M 656,255 -17,568 -3%
LNC
3
Lincoln National Corp
Pennsylvania
$32.1M 571,233 +50,034 +10%
U
4
UBS
Switzerland
$17.5M 311,084 -122,856 -28%
HighTower Advisors
5
HighTower Advisors
Illinois
$16M 285,590 +44,623 +19%
SC
6
Savant Capital
Illinois
$9.35M 166,340 +1,707 +1%
AWM
7
Avior Wealth Management
Nebraska
$8.5M 151,369 +2,915 +2%
RJA
8
Raymond James & Associates
Florida
$5.86M 104,380 -4,410 -4%
MAA
9
Managed Account Advisors
New Jersey
$5.21M 92,702 -28,192 -23%
PFM
10
Phillips Financial Management
Indiana
$4.85M 86,316 -632 -0.7%
AC
11
Alexandria Capital
Virginia
$4.6M 81,849 +9,676 +13%
LPL Financial
12
LPL Financial
California
$3.39M 60,408 -3,061 -5%
RGC
13
Roberts, Glore & Co
Illinois
$3.09M 55,002 +2,706 +5%
TH
14
Timber Hill
Connecticut
$2.58M 45,964 -815 -2%
CCA
15
Checchi Capital Advisers
California
$2.45M 43,670 +4,339 +11%
IFS
16
Ifrah Financial Services
Arkansas
$2.24M 39,907 -891 -2%
ONB
17
Old National Bancorp
Indiana
$1.92M 34,156 -15,782 -32%
FMII
18
Farmers & Merchants Investments Inc
Nebraska
$1.69M 30,074 +1,488 +5%
SCM
19
SOL Capital Management
Maryland
$1.6M 28,500 +3,000 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.49M 26,594 -61,314 -70%
RT
21
Reliance Trust
Georgia
$1.25M 22,327 +6,157 +38%
Wells Fargo
22
Wells Fargo
California
$1.09M 19,344 -290 -1%
ECM
23
ETrade Capital Management
Virginia
$1.07M 19,080 +482 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$869K 15,472 +548 +4%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$772K 13,743 -5,094 -27%
1
2 3