MGV icon

Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

339 hedge funds and large institutions have $4.3B invested in Vanguard Mega Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 89 reducing their positions, and 17 closing their positions.

Holders
339
Holders Change
+36
Holders Change %
+11.88%
% of All Funds
5.47%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.56%
New
59
Increased
133
Reduced
89
Closed
17
Calls
$1.2M
Puts
$9.89M
Net Calls
-$8.69M
Net Calls Change
-$11.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
SVCP
2
Silicon Valley Capital Partners
California
$33.6M
3
BWP
3
BSW Wealth Partners
Colorado
$28.6M
4
PIA
4
Petredis Investment Advisors
Pennsylvania
$27.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$66.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$145M
2
Wells Fargo
2
Wells Fargo
California
$56.4M
3
AC
3
Avestar Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M
5
DWP
5
Destiny Wealth Partners
Florida
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.17B 11,365,849 +481,581 +4%
Bank of America
2
Bank of America
North Carolina
$491M 4,775,973 +214,937 +5%
Morgan Stanley
3
Morgan Stanley
New York
$251M 2,443,739 +90,301 +4%
LNC
4
Lincoln National Corp
Pennsylvania
$183M 1,780,071 -90,317 -5%
UBS Group
5
UBS Group
Switzerland
$178M 1,728,191 +77,246 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$174M 1,688,112 -120,891 -7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$145M 1,407,711 -134,801 -9%
Ameriprise
8
Ameriprise
Minnesota
$80M 777,475 +101,457 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$66.3M 644,404 +236,718 +58%
LPL Financial
10
LPL Financial
California
$60.7M 590,079 +85,316 +17%
Wells Fargo
11
Wells Fargo
California
$56.4M 548,432 -129,900 -19%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$54.8M 532,347 +5,387 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$51.9M 504,542 +10,121 +2%
BDF
14
Black Diamond Financial
Maryland
$49.8M 483,747 +14,506 +3%
RJA
15
Raymond James & Associates
Florida
$48.5M 471,657 +31,441 +7%
SFA
16
Sequoia Financial Advisors
Ohio
$45.5M 442,623 +3,644 +0.8%
HighTower Advisors
17
HighTower Advisors
Illinois
$43.7M 424,894 -4,737 -1%
BPA
18
Beacon Pointe Advisors
California
$40.9M 397,850 -17,729 -4%
SVCP
19
Silicon Valley Capital Partners
California
$33.6M 327,070 +308,532 +1,664%
MML Investors Services
20
MML Investors Services
Massachusetts
$30.8M 298,996 +24,011 +9%
BWP
21
BSW Wealth Partners
Colorado
$28.6M 278,489 +278,489 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$28.5M 276,725 +31,156 +13%
PIA
23
Petredis Investment Advisors
Pennsylvania
$27.4M 266,015 +266,015 New
BEC
24
Blue Edge Capital
Virginia
$25.6M 248,532 +20,837 +9%
MWA
25
MFA Wealth Advisors
Pennsylvania
$25.1M 243,979 -2,381 -1%
1
2 3 4 5