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Vanguard Mega Cap Value ETF

386 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 382386 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FNA
226
First National Advisers
Nebraska
$576K +$362K +3,080 +173%
CA
227
Calton & Associates
Florida
$572K -$48.2K -410 -8%
LC
228
Landaas & Company
Wisconsin
$561K
WA
229
Waverly Advisors
Alabama
$553K +$293K +2,492 +114%
VVP
230
Venture Visionary Partners
Ohio
$540K
GC
231
Gratus Capital
Georgia
$539K
ICP
232
Interchange Capital Partners
Pennsylvania
$526K +$23.9K +203 +5%
HTC
233
Haverford Trust Company
Pennsylvania
$519K
BCI
234
Brinker Capital Investments
Pennsylvania
$516K +$185K +1,574 +57%
OPS
235
Orion Portfolio Solutions
Nebraska
$516K +$185K +1,574 +57%
FFA
236
Florida Financial Advisors
Florida
$500K +$185K +1,574 +60%
CSWM
237
Cassady Schiller Wealth Management
Ohio
$497K
OC
238
OxenFree Capital
Florida
$494K -$61K -519 -11%
GTAM
239
Global Trust Asset Management
Florida
$490K +$18.8K +160 +4%
TCWA
240
Turtle Creek Wealth Advisors
Texas
$483K
BB
241
Bell Bank
North Dakota
$472K
Bank of New York Mellon
242
Bank of New York Mellon
New York
$470K +$221K +1,878 +90%
SWP
243
Summit Wealth Partners
Florida
$469K
WWM
244
Western Wealth Management
Colorado
$463K -$13.8K -117 -3%
PIA
245
Pinion Investment Advisors
Kansas
$459K +$94.3K +802 +26%
MWA
246
Martel Wealth Advisors
Washington
$457K
MSFS
247
Main Street Financial Solutions
Pennsylvania
$445K -$1.53K -13 -0.3%
CCB
248
Country Club Bank
Missouri
$439K
BCM
249
Brookstone Capital Management
Illinois
$437K -$35.4K -301 -8%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$422K +$121K +1,031 +41%