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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$979M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
AC
3
Avestar Capital
New York
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$212M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
MFG
2
Merit Financial Group
Georgia
$19.6M
3
KCM
3
Karp Capital Management
California
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$979M 10,884,268 +908,318 +9%
Bank of America
2
Bank of America
North Carolina
$410M 4,561,036 -8,363 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$212M 2,353,438 +114,243 +5%
LNC
4
Lincoln National Corp
Pennsylvania
$168M 1,870,388 +92,803 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$163M 1,809,003 -25,564 -1%
UBS Group
6
UBS Group
Switzerland
$148M 1,650,945 +145,746 +10%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$139M 1,542,512 -18,922 -1%
Wells Fargo
8
Wells Fargo
California
$61M 678,332 +77,371 +13%
Ameriprise
9
Ameriprise
Minnesota
$60.8M 676,018 +65,151 +11%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$47.4M 526,960 +32,069 +6%
LPL Financial
11
LPL Financial
California
$45.4M 504,763 +25,402 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$44.5M 494,421 +12,820 +3%
BDF
13
Black Diamond Financial
Maryland
$42.2M 469,241 +64,219 +16%
RJA
14
Raymond James & Associates
Florida
$39.6M 440,216 +94,831 +27%
SFA
15
Sequoia Financial Advisors
Ohio
$39.5M 438,979 +21,161 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$38.6M 429,631 +4,167 +1%
BPA
17
Beacon Pointe Advisors
California
$37.4M 415,579 -37,037 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$36.7M 407,686 -28,806 -7%
MML Investors Services
19
MML Investors Services
Massachusetts
$24.7M 274,985 +66,302 +32%
MWA
20
MFA Wealth Advisors
Pennsylvania
$22.2M 246,360 +24,765 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$22.1M 245,569 +5,066 +2%
BIA
22
BHK Investment Advisors
Alabama
$21.1M 234,466 -14,307 -6%
GA
23
Greytown Advisors
Florida
$20.8M 229,467 -4,769 -2%
ZC
24
Zeit Capital
Colorado
$20.7M 230,066 -2,622 -1%
BEC
25
Blue Edge Capital
Virginia
$20.5M 227,695 +797 +0.4%
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