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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$119M
2
Morgan Stanley
2
Morgan Stanley
New York
$269M
3
LPL Financial
3
LPL Financial
California
$74.8M
4
Ameriprise
4
Ameriprise
Minnesota
$88.4M
5
MIC
5
Means Investment Company
Maine
$32.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$394M
2
AssetMark Inc
2
AssetMark Inc
California
$1.18B
3
SIA
3
Strategic Investment Advisors
Michigan
$22.4M
4
SVCP
4
Silicon Valley Capital Partners
California
$15.7M
5
BIM
5
Bullseye Investment Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.18B 11,626,001 -306,053 -3%
Bank of America
2
Bank of America
North Carolina
$394M 3,890,027 -458,474 -11%
Morgan Stanley
3
Morgan Stanley
New York
$269M 2,656,447 +186,705 +8%
LNC
4
Lincoln National Corp
Pennsylvania
$195M 1,925,858 +48,882 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$181M 1,786,955 -19,639 -1%
UBS Group
6
UBS Group
Switzerland
$179M 1,762,672 -2,591 -0.1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$145M 1,434,513 -33,222 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$119M 1,172,988 +731,923 +166%
Ameriprise
9
Ameriprise
Minnesota
$88.4M 872,199 +100,204 +13%
LPL Financial
10
LPL Financial
California
$74.8M 737,689 +114,649 +18%
BDF
11
Black Diamond Financial
Maryland
$55.8M 550,253 +7,462 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$53.9M 531,464 +10,004 +2%
Wells Fargo
13
Wells Fargo
California
$53.6M 528,423 +12,444 +2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$52.8M 520,658 +29,070 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$47.3M 466,620 +3,642 +0.8%
SFA
16
Sequoia Financial Advisors
Ohio
$47M 463,957 +4,528 +1%
RJA
17
Raymond James & Associates
Florida
$42.4M 417,956 +34,878 +9%
MML Investors Services
18
MML Investors Services
Massachusetts
$37.7M 371,682 +16,218 +5%
PIA
19
Petredis Investment Advisors
Pennsylvania
$36.4M 359,380 +5,789 +2%
MIC
20
Means Investment Company
Maine
$32.7M 322,479 +60,246 +23%
BWP
21
BSW Wealth Partners
Colorado
$30.5M 300,359 -1,138 -0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$29.7M 292,579 +5,017 +2%
BPA
23
Beacon Pointe Advisors
California
$28.1M 277,073 -23,122 -8%
GA
24
Greytown Advisors
Florida
$27.9M 274,813 +406 +0.1%
MFG
25
Merit Financial Group
Georgia
$25M 246,399 +30,361 +14%
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