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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

177 hedge funds and large institutions have $2.05B invested in Vanguard Mega Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
20
Increased
73
Reduced
48
Closed
11
Calls
$706K
Puts
–
Net Calls
+$706K
Net Calls Change
+$188K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$346M
2
AssetMark Inc
2
AssetMark Inc
California
$466M
3
BCA
3
Biltmore Capital Advisors
New Jersey
$23.1M
4
LNC
4
Lincoln National Corp
Pennsylvania
$146M
5
HB
5
Homrich & Berg
Georgia
$5.41M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$150M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$167M
3
Morgan Stanley
3
Morgan Stanley
New York
$137M
4
Jane Street
4
Jane Street
New York
$0
5
LPL Financial
5
LPL Financial
California
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$466M 6,077,293 +454,186 +8%
Bank of America
2
Bank of America
North Carolina
$346M 4,509,474 +656,440 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$167M 2,175,060 -476,367 -18%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$150M 1,951,207 -483,810 -20%
LNC
5
Lincoln National Corp
Pennsylvania
$146M 1,908,549 +98,272 +5%
Morgan Stanley
6
Morgan Stanley
New York
$137M 1,792,267 -52,973 -3%
UBS Group
7
UBS Group
Switzerland
$98.2M 1,280,234 +42,931 +3%
RJA
8
Raymond James & Associates
Florida
$27.1M 352,668 +20,367 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25.3M 329,227 -1,193 -0.4%
HighTower Advisors
10
HighTower Advisors
Illinois
$25.1M 327,401 +14,665 +5%
BCA
11
Biltmore Capital Advisors
New Jersey
$23.1M 300,658 +300,658 New
Ameriprise
12
Ameriprise
Minnesota
$22.9M 298,067 +35,841 +14%
Wells Fargo
13
Wells Fargo
California
$22.2M 289,977 +8,036 +3%
LPL Financial
14
LPL Financial
California
$19.1M 249,390 -30,458 -11%
BDF
15
Black Diamond Financial
Maryland
$16.7M 217,854 +32,632 +18%
BIA
16
BHK Investment Advisors
Alabama
$16.1M 210,241 +25,087 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$15.1M 197,439 +6,230 +3%
CA
18
Capital Advantage
California
$14.4M 183,995 -2,141 -1%
ONB
19
Old National Bancorp
Indiana
$14.4M 187,105 -6,481 -3%
BFG
20
Bouchey Financial Group
New York
$14.2M 184,859 +8,707 +5%
GA
21
Greytown Advisors
Florida
$14.1M 184,012 +2,786 +2%
FWM
22
Filbrandt Wealth Management
Wisconsin
$12.2M 159,157 -1,370 -0.9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$12M 156,507 +324 +0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$11.9M 154,525 +20,670 +15%
AWM
25
Avior Wealth Management
Nebraska
$9.8M 127,765 -967 -0.8%
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