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Vanguard Mega Cap Value ETF

328 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 28 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $430K

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 112

0.65% more ownership

Funds ownership: 71.44%72.09% (+0.65%)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$21M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 333328 (-5)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.15%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
28
Increased
117
Reduced
112
Closed
29
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
226
Peak Financial Advisors
Colorado
$349K -$4.62M -45,407 -93%
TRCT
227
Tower Research Capital (TRC)
New York
$345K +$334K +3,279 +7,807%
SAM
228
Secure Asset Management
Michigan
$344K +$2.14K +21 +0.6%
FFW
229
Fusion Family Wealth
New York
$341K
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$338K -$208K -2,040 -38%
CCWM
231
Cassaday & Co Wealth Management
Virginia
$330K +$324K +3,181 New
CPA
232
Cardiff Park Advisors
California
$324K +$2.04K +20 +0.6%
GSIAS
233
Garden State Investment Advisory Services
New Jersey
$323K -$19.4K -191 -6%
C
234
Certuity
Florida
$315K -$3.05K -30 -1%
HH
235
Hilltop Holdings
Texas
$312K +$59.2K +582 +24%
ST
236
Spinnaker Trust
Maine
$312K
DI
237
DFPG Investments
Utah
$307K +$296K +2,910 New
SB
238
Strategic Blueprint
Georgia
$304K -$13.7K -135 -4%
NA
239
NewEdge Advisors
Louisiana
$304K +$14.1K +139 +5%
PWMG
240
Prestige Wealth Management Group
New Jersey
$293K
VAS
241
Vestmark Advisory Solutions
Massachusetts
$291K +$285K +2,804 New
CAG
242
Csenge Advisory Group
Florida
$289K -$151K -1,481 -35%
AR
243
Apeiron RIA
Texas
$288K
CCA
244
Column Capital Advisors
Indiana
$286K
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$281K
AFG
246
AFS Financial Group
Maryland
$281K
FA
247
Financial Alternatives
California
$280K
ORC
248
O'Rourke & Company
Massachusetts
$276K +$10.3K +101 +4%
PP
249
PrairieView Partners
Minnesota
$268K
MFA
250
McClarren Financial Advisors
Pennsylvania
$267K +$1.83K +18 +0.7%