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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

233 hedge funds and large institutions have $3.12B invested in Vanguard Mega Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
25
Increased
83
Reduced
62
Closed
14
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$812M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$44.9M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$172M
4
MWM
4
Merriman Wealth Management
Washington
$7.8M
5
WP
5
WealthShield Partners
North Carolina
$6.24M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$11.7M
2
BPA
2
Beacon Pointe Advisors
California
$52.8M
3
WAM
3
WNY Asset Management
New York
$16.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M
5
CA
5
Capital Advantage
California
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$812M 8,299,820 +658,880 +9%
Bank of America
2
Bank of America
North Carolina
$387M 3,951,473 +21,548 +0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$194M 1,982,902 -12,220 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$190M 1,940,465 -21,074 -1%
LNC
5
Lincoln National Corp
Pennsylvania
$187M 1,912,181 +55,160 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$172M 1,761,946 +90,797 +5%
UBS Group
7
UBS Group
Switzerland
$124M 1,266,688 -377 -0%
BPA
8
Beacon Pointe Advisors
California
$52.8M 540,009 -80,821 -13%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$44.9M 459,093 +215,084 +88%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$42M 429,157 +35,398 +9%
Ameriprise
11
Ameriprise
Minnesota
$41.6M 424,990 -8,270 -2%
Wells Fargo
12
Wells Fargo
California
$37.1M 378,682 +13,291 +4%
RJA
13
Raymond James & Associates
Florida
$35.9M 367,215 +37,258 +11%
HighTower Advisors
14
HighTower Advisors
Illinois
$35.3M 360,447 +7,544 +2%
BFG
15
Bouchey Financial Group
New York
$31.2M 318,482 +19,627 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$29.7M 303,259 +40,469 +15%
LPL Financial
17
LPL Financial
California
$28.9M 295,317 +14,491 +5%
BCA
18
Biltmore Capital Advisors
New Jersey
$26.7M 273,047 +22,518 +9%
BDF
19
Black Diamond Financial
Maryland
$25.4M 259,663 -17,207 -6%
GA
20
Greytown Advisors
Florida
$25.3M 256,514 +10,630 +4%
BIA
21
BHK Investment Advisors
Alabama
$24.1M 246,011 -1,623 -0.7%
ZC
22
Zeit Capital
Colorado
$23.6M 241,366 +2,713 +1%
SAMT
23
Select Asset Management & Trust
Pennsylvania
$23.4M 239,090 -9,920 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$17.5M 179,047 -57,295 -24%
BWP
25
Bernardo Wealth Planning
Pennsylvania
$17.3M 176,576 +11,929 +7%
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