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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.11%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$273M
2
AssetMark Inc
2
AssetMark Inc
California
$959M
3
Bank of America
3
Bank of America
North Carolina
$439M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$21.3M
5
MFG
5
Merit Financial Group
Georgia
$48.3M

Top Sellers

1
NRA
1
NSI Retail Advisors
Pennsylvania
$0
2
CA
2
CSM Advisors
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$150M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$176M
5
LNC
5
Lincoln National Corp
Pennsylvania
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$959M 9,975,950 +329,538 +3%
Bank of America
2
Bank of America
North Carolina
$439M 4,569,399 +230,965 +5%
ETC
3
Exchange Traded Concepts
Oklahoma
$273M 2,836,327 +2,836,327 New
Morgan Stanley
4
Morgan Stanley
New York
$215M 2,239,195 +154,029 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$176M 1,834,567 -131,119 -7%
LNC
6
Lincoln National Corp
Pennsylvania
$171M 1,777,585 -107,428 -6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$150M 1,561,434 -139,419 -8%
UBS Group
8
UBS Group
Switzerland
$145M 1,505,199 +109,102 +8%
Ameriprise
9
Ameriprise
Minnesota
$58.8M 610,867 -51,364 -8%
Wells Fargo
10
Wells Fargo
California
$57.8M 600,961 +82,791 +16%
MFG
11
Merit Financial Group
Georgia
$48.3M 502,229 +202,593 +68%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$47.6M 494,891 -46,212 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$46.3M 481,601 +17,600 +4%
LPL Financial
14
LPL Financial
California
$46.1M 479,361 +80,648 +20%
BPA
15
Beacon Pointe Advisors
California
$43.5M 452,616 -32,164 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$42M 436,492 +28,578 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
$40.9M 425,464 -5,110 -1%
SFA
18
Sequoia Financial Advisors
Ohio
$40.2M 417,818 +11,517 +3%
BDF
19
Black Diamond Financial
Maryland
$39M 405,022 +1,695 +0.4%
RJA
20
Raymond James & Associates
Florida
$33.2M 345,385 +202,397 +142%
BIA
21
BHK Investment Advisors
Alabama
$23.9M 248,773 +11,229 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$23.1M 240,503 +16,355 +7%
GA
23
Greytown Advisors
Florida
$22.5M 234,236 -2,282 -1%
ZC
24
Zeit Capital
Colorado
$22.4M 232,688 -1,629 -0.7%
SC
25
Savant Capital
Illinois
$22.3M 231,962 -1,917 -0.8%
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