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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

270 hedge funds and large institutions have $3.58B invested in Vanguard Mega Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 12 closing their positions.

Holders
270
Holders Change
+37
Holders Change %
+15.88%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
54
Increased
102
Reduced
69
Closed
12
Calls
$2.87M
Puts
$5M
Net Calls
-$2.13M
Net Calls Change
-$2.34M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$958M
2
SFA
2
Sequoia Financial Advisors
Ohio
$40M
3
SC
3
Savant Capital
Illinois
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$436M
5
KAS
5
Kestra Advisory Services
Texas
$16.4M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$11.3M
2
SVCP
2
Silicon Valley Capital Partners
California
$2.1M
3
BPA
3
Beacon Pointe Advisors
California
$50.1M
4
SAMT
4
Select Asset Management & Trust
Pennsylvania
$21.4M
5
CF
5
Clarity Financial
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$958M 8,964,797 +664,977 +8%
Bank of America
2
Bank of America
North Carolina
$436M 4,086,268 +134,795 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$216M 2,021,137 +38,235 +2%
LNC
4
Lincoln National Corp
Pennsylvania
$215M 2,010,100 +97,919 +5%
Morgan Stanley
5
Morgan Stanley
New York
$212M 1,981,307 +40,842 +2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$187M 1,748,775 -13,171 -0.7%
UBS Group
7
UBS Group
Switzerland
$144M 1,345,746 +79,058 +6%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$51.9M 485,862 +26,769 +6%
BPA
9
Beacon Pointe Advisors
California
$50.1M 468,861 -71,148 -13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$48.5M 453,581 +24,424 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$47.8M 447,404 +86,957 +24%
Ameriprise
12
Ameriprise
Minnesota
$46.6M 435,968 +10,978 +3%
Wells Fargo
13
Wells Fargo
California
$43.9M 411,081 +32,399 +9%
RJA
14
Raymond James & Associates
Florida
$40.5M 379,576 +12,361 +3%
SFA
15
Sequoia Financial Advisors
Ohio
$40M 374,194 +254,941 +214%
BDF
16
Black Diamond Financial
Maryland
$38.6M 361,004 +101,341 +39%
LPL Financial
17
LPL Financial
California
$34.8M 325,716 +30,399 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$33.9M 317,240 +13,981 +5%
BCA
19
Biltmore Capital Advisors
New Jersey
$31.6M 295,369 +22,322 +8%
GA
20
Greytown Advisors
Florida
$26.5M 248,048 -8,466 -3%
BIA
21
BHK Investment Advisors
Alabama
$26.5M 247,916 +1,905 +0.8%
ZC
22
Zeit Capital
Colorado
$26M 243,057 +1,691 +0.7%
SC
23
Savant Capital
Illinois
$25.6M 239,610 +139,878 +140%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$23.3M 218,097 +39,050 +22%
SAMT
25
Select Asset Management & Trust
Pennsylvania
$21.4M 199,981 -39,109 -16%
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