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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

227 hedge funds and large institutions have $2.87B invested in Vanguard Mega Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
4%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.37%
New
35
Increased
79
Reduced
64
Closed
13
Calls
$3.12M
Puts
$4.03M
Net Calls
-$912K
Net Calls Change
-$6.25M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$705M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$33.6M
3
WAM
3
WNY Asset Management
New York
$16.6M
4
SVCP
4
Silicon Valley Capital Partners
California
$15.1M
5
BUB
5
BBVA USA Bancshares
Texas
$12.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$185M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$168M
3
Bank of America
3
Bank of America
North Carolina
$426M
4
FI
4
FormulaFolio Investments
Michigan
$0
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$705M 7,409,806 +713,344 +11%
Bank of America
2
Bank of America
North Carolina
$426M 4,475,731 -85,959 -2%
LNC
3
Lincoln National Corp
Pennsylvania
$190M 1,998,793 +80,674 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$185M 1,947,701 -127,850 -6%
Morgan Stanley
5
Morgan Stanley
New York
$184M 1,933,678 +77,265 +4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$168M 1,766,676 -95,428 -5%
UBS Group
7
UBS Group
Switzerland
$119M 1,251,332 -26,571 -2%
Ameriprise
8
Ameriprise
Minnesota
$40.3M 424,124 +99,347 +31%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$37M 388,506 +95,532 +33%
HighTower Advisors
10
HighTower Advisors
Illinois
$33.6M 353,090 +353,090 New
RJA
11
Raymond James & Associates
Florida
$31.2M 327,980 -21,513 -6%
Wells Fargo
12
Wells Fargo
California
$31.2M 327,855 +15,633 +5%
BDF
13
Black Diamond Financial
Maryland
$24.5M 257,190 +18,831 +8%
LPL Financial
14
LPL Financial
California
$24.4M 256,449 +3,726 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$22.4M 235,520 +18,584 +9%
BCA
16
Biltmore Capital Advisors
New Jersey
$22.3M 233,770 +9,660 +4%
TC
17
Trilogy Capital
California
$22.2M 232,796 -26,001 -10%
GA
18
Greytown Advisors
Florida
$22.1M 232,487 +40,641 +21%
ZC
19
Zeit Capital
Colorado
$22.1M 231,758 -715 -0.3%
BIA
20
BHK Investment Advisors
Alabama
$20.4M 235,276 +6 +0%
SAMT
21
Select Asset Management & Trust
Pennsylvania
$20.4M 214,398 +120,851 +129%
BFG
22
Bouchey Financial Group
New York
$19.1M 200,325 +6,562 +3%
CA
23
Capital Advantage
California
$18M 189,581 +4,874 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$17.6M 185,005 +1,697 +0.9%
ONB
25
Old National Bancorp
Indiana
$17.2M 180,746 -6,971 -4%
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