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Vanguard Mega Cap Value ETF

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
Net Calls
+$6.61M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Silverlake Wealth Management
Vermont
$570K +$31.1K +260 +6%
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$568K
LC
228
Landaas & Company
Wisconsin
$566K
BRWA
229
B. Riley Wealth Advisors
Florida
$564K -$43.9K -433 -7%
OC
230
OxenFree Capital
Florida
$560K -$9.44K -79 -2%
VVP
231
Venture Visionary Partners
Ohio
$545K +$10.3K +86 +2%
GC
232
Gratus Capital
Georgia
$544K
HTC
233
Haverford Trust Company
Pennsylvania
$523K
IA
234
IFP Advisors
Florida
$509K -$255K -2,131 -33%
ICP
235
Interchange Capital Partners
Pennsylvania
$507K -$119K -991 -19%
CSWM
236
Cassady Schiller Wealth Management
Ohio
$501K +$23.3K +195 +5%
BFG
237
Berger Financial Group
Minnesota
$499K -$122K -1,023 -20%
TCWA
238
Turtle Creek Wealth Advisors
Texas
$487K
WWM
239
Western Wealth Management
Colorado
$481K +$120 +1 +0%
BB
240
Bell Bank
North Dakota
$476K -$10.4K -87 -2%
GTAM
241
Global Trust Asset Management
Florida
$475K +$475K +3,975 New
SWP
242
Summit Wealth Partners
Florida
$473K
MWA
243
Martel Wealth Advisors
Washington
$461K +$2.75K +23 +0.6%
BCM
244
Brookstone Capital Management
Illinois
$459K +$459K +3,839 New
Russell Investments Group
245
Russell Investments Group
United Kingdom
$453K +$453K +3,788 New
MSFS
246
Main Street Financial Solutions
Pennsylvania
$450K
ORC
247
O'Rourke & Company
Massachusetts
$449K +$103K +862 +30%
CCB
248
Country Club Bank
Missouri
$444K -$72.5K -607 -14%
CW
249
CreativeOne Wealth
Kansas
$438K +$48.2K +403 +12%
P
250
&Partners
Tennessee
$428K +$428K +3,584 New