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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.32%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.17B
2
Stifel Financial
2
Stifel Financial
Missouri
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$90.8M
4
AI
4
Atria Investments
North Carolina
$12.5M
5
PIA
5
Petredis Investment Advisors
Pennsylvania
$33.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$440M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.06K
3
WAM
3
WNY Asset Management
New York
$4.49M
4
SWM
4
Segment Wealth Management
Texas
$0
5
CCA
5
Checchi Capital Advisers
California
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.17B 11,551,818 +185,969 +2%
Bank of America
2
Bank of America
North Carolina
$440M 4,353,910 -422,063 -9%
Morgan Stanley
3
Morgan Stanley
New York
$247M 2,442,432 -1,307 -0.1%
LNC
4
Lincoln National Corp
Pennsylvania
$184M 1,823,438 +43,367 +2%
UBS Group
5
UBS Group
Switzerland
$171M 1,688,293 -39,898 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$169M 1,677,524 -10,588 -0.6%
Cerity Partners
7
Cerity Partners
New York
$149M 4,252 -69 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$142M 1,405,996 -1,715 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$90.8M 899,053 +121,578 +16%
LPL Financial
10
LPL Financial
California
$59.7M 591,318 +1,239 +0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$59.3M 587,249 -57,155 -9%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$54.7M 541,839 +9,492 +2%
BDF
13
Black Diamond Financial
Maryland
$52.9M 523,562 +39,815 +8%
Wells Fargo
14
Wells Fargo
California
$52.5M 519,995 -28,437 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$51.8M 513,181 +8,639 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$46.3M 458,251 +33,357 +8%
SFA
17
Sequoia Financial Advisors
Ohio
$45.6M 451,616 +8,993 +2%
RJA
18
Raymond James & Associates
Florida
$45.3M 448,132 -23,525 -5%
BPA
19
Beacon Pointe Advisors
California
$37.1M 366,971 -30,879 -8%
SVCP
20
Silicon Valley Capital Partners
California
$35.5M 351,371 +24,301 +7%
PIA
21
Petredis Investment Advisors
Pennsylvania
$33.8M 334,585 +68,570 +26%
BWP
22
BSW Wealth Partners
Colorado
$28.9M 286,078 +7,589 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$27.7M 273,743 -2,982 -1%
MML Investors Services
24
MML Investors Services
Massachusetts
$27.4M 270,747 -28,249 -9%
MWA
25
MFA Wealth Advisors
Pennsylvania
$25.3M 250,911 +6,932 +3%
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