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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

207 hedge funds and large institutions have $2.42B invested in Vanguard Mega Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
207
Holders Change
+30
Holders Change %
+16.95%
% of All Funds
3.67%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
48
Increased
65
Reduced
56
Closed
14
Calls
$5.34M
Puts
–
Net Calls
+$5.34M
Net Calls Change
+$4.64M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$581M
2
TC
2
Trilogy Capital
California
$22.5M
3
ZC
3
Zeit Capital
Colorado
$20.2M
4
DWP
4
Destiny Wealth Partners
Florida
$9.36M
5
SAMT
5
Select Asset Management & Trust
Pennsylvania
$8.12M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$180M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$162M
4
OAJ
4
Ogorek Anthony Joseph
New York
$1.88M
5
BCA
5
Biltmore Capital Advisors
New Jersey
$19.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$581M 6,696,462 +619,169 +10%
Bank of America
2
Bank of America
North Carolina
$396M 4,561,690 +52,216 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$180M 2,075,551 -99,509 -5%
LNC
4
Lincoln National Corp
Pennsylvania
$167M 1,918,119 +9,570 +0.5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$162M 1,862,104 -89,103 -5%
Morgan Stanley
6
Morgan Stanley
New York
$161M 1,856,413 +64,146 +4%
UBS Group
7
UBS Group
Switzerland
$111M 1,277,903 -2,331 -0.2%
RJA
8
Raymond James & Associates
Florida
$30.3M 349,493 -3,175 -0.9%
Ameriprise
9
Ameriprise
Minnesota
$28.2M 324,777 +26,710 +9%
Wells Fargo
10
Wells Fargo
California
$27.1M 312,222 +22,245 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.4M 292,974 -36,253 -11%
TC
12
Trilogy Capital
California
$22.5M 258,797 +258,797 New
LPL Financial
13
LPL Financial
California
$21.9M 252,723 +3,333 +1%
BDF
14
Black Diamond Financial
Maryland
$20.7M 238,359 +20,505 +9%
BIA
15
BHK Investment Advisors
Alabama
$20.4M 235,270 +25,029 +12%
ZC
16
Zeit Capital
Colorado
$20.2M 232,473 +232,473 New
BCA
17
Biltmore Capital Advisors
New Jersey
$19.5M 224,110 -76,548 -25%
Osaic Holdings
18
Osaic Holdings
Arizona
$18.8M 216,936 +19,497 +10%
BFG
19
Bouchey Financial Group
New York
$16.8M 193,763 +8,904 +5%
GA
20
Greytown Advisors
Florida
$16.7M 191,846 +7,834 +4%
ONB
21
Old National Bancorp
Indiana
$16.3M 187,717 +612 +0.3%
CA
22
Capital Advantage
California
$15.9M 184,707 +712 +0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$15.9M 183,308 +28,783 +19%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$14.6M 168,422 +11,915 +8%
FWM
25
Filbrandt Wealth Management
Wisconsin
$13.4M 154,599 -4,558 -3%
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