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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

327 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 28 closing their positions.

Holders
327
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
5.16%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
27
Increased
117
Reduced
112
Closed
28
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$1.24B
2
SIA
2
Strategic Investment Advisors
Michigan
$47.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
BIM
4
Bullseye Investment Management
Ohio
$11M
5
ONB
5
Old National Bancorp
Indiana
$21.6M

Top Sellers

1
MWA
1
MFA Wealth Advisors
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$80.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.9M
5
BPA
5
Beacon Pointe Advisors
California
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.24B 11,932,054 +380,236 +3%
Bank of America
2
Bank of America
North Carolina
$451M 4,348,501 -5,409 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$256M 2,469,742 +27,310 +1%
LNC
4
Lincoln National Corp
Pennsylvania
$195M 1,876,976 +53,538 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$187M 1,806,594 +129,070 +8%
UBS Group
6
UBS Group
Switzerland
$183M 1,765,263 +76,970 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$152M 1,467,735 +61,739 +4%
Ameriprise
8
Ameriprise
Minnesota
$80.1M 771,995 -127,058 -14%
LPL Financial
9
LPL Financial
California
$64.6M 623,040 +31,722 +5%
BDF
10
Black Diamond Financial
Maryland
$56.3M 542,791 +19,229 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54.1M 521,460 +8,279 +2%
Wells Fargo
12
Wells Fargo
California
$53.5M 515,979 -4,016 -0.8%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$51M 491,588 -50,251 -9%
HighTower Advisors
14
HighTower Advisors
Illinois
$48M 462,978 +4,727 +1%
SFA
15
Sequoia Financial Advisors
Ohio
$47.7M 459,429 +7,813 +2%
SIA
16
Strategic Investment Advisors
Michigan
$47.6M 458,854 +236,394 +106%
Osaic Holdings
17
Osaic Holdings
Arizona
$45.8M 441,065 -146,184 -25%
SVCP
18
Silicon Valley Capital Partners
California
$40M 385,639 +34,268 +10%
RJA
19
Raymond James & Associates
Florida
$39.7M 383,078 -65,054 -15%
MML Investors Services
20
MML Investors Services
Massachusetts
$36.9M 355,464 +84,717 +31%
PIA
21
Petredis Investment Advisors
Pennsylvania
$36.7M 353,591 +19,006 +6%
BWP
22
BSW Wealth Partners
Colorado
$31.3M 301,497 +15,419 +5%
BPA
23
Beacon Pointe Advisors
California
$31.1M 300,195 -66,776 -18%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$29.8M 287,562 +13,819 +5%
GA
25
Greytown Advisors
Florida
$28.5M 274,407 +35,989 +15%
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