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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

55 hedge funds and large institutions have $287M invested in Vanguard Mega Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
9
Increased
29
Reduced
12
Closed
7
Calls
–
Puts
$577K
Net Calls
-$577K
Net Calls Change
-$268K

Top Buyers

1
U
1
UBS
Switzerland
$39.2M
2
BPCE
2
Bank Pictet & Cie (Europe)
Germany
$7.46M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$21.8M
4
BEC
4
Blue Edge Capital
Virginia
$3.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$62.3M
2
BIT
2
BlackRock Institutional Trust
California
$0
3
AWM
3
Avior Wealth Management
Nebraska
$8.46M
4
TH
4
Timber Hill
Connecticut
$2.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.3M 1,068,199 -124,545 -10%
Morgan Stanley
2
Morgan Stanley
New York
$40.6M 696,203 +39,948 +6%
U
3
UBS
Switzerland
$39.2M 671,818 +360,734 +116%
LNC
4
Lincoln National Corp
Pennsylvania
$34.4M 590,826 +19,593 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$21.8M 373,333 +87,743 +31%
SC
6
Savant Capital
Illinois
$10.2M 175,592 +9,252 +6%
AWM
7
Avior Wealth Management
Nebraska
$8.46M 145,122 -6,247 -4%
BPCE
8
Bank Pictet & Cie (Europe)
Germany
$7.46M 128,000 +128,000 New
RJA
9
Raymond James & Associates
Florida
$6.42M 110,182 +5,802 +6%
AC
10
Alexandria Capital
Virginia
$5.62M 96,469 +14,620 +18%
MAA
11
Managed Account Advisors
New Jersey
$5.32M 91,273 -1,429 -2%
PFM
12
Phillips Financial Management
Indiana
$5M 85,306 -1,010 -1%
BEC
13
Blue Edge Capital
Virginia
$3.7M 63,498 +63,498 New
LPL Financial
14
LPL Financial
California
$3.68M 63,178 +2,770 +5%
RGC
15
Roberts, Glore & Co
Illinois
$3.18M 54,503 -499 -0.9%
CCA
16
Checchi Capital Advisers
California
$2.68M 45,937 +2,267 +5%
TH
17
Timber Hill
Connecticut
$2.33M 40,042 -5,922 -13%
IFS
18
Ifrah Financial Services
Arkansas
$2.3M 39,528 -379 -0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.06M 35,288 +8,694 +33%
ONB
20
Old National Bancorp
Indiana
$1.99M 34,156 – –
FMII
21
Farmers & Merchants Investments Inc
Nebraska
$1.81M 31,060 +986 +3%
SCM
22
SOL Capital Management
Maryland
$1.67M 28,700 +200 +0.7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.42M 24,296 +11,300 +87%
RT
24
Reliance Trust
Georgia
$1.39M 23,860 +1,533 +7%
Wells Fargo
25
Wells Fargo
California
$1.37M 23,543 +4,199 +22%
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