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Vanguard Mega Cap Value ETF

421 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
226
Keystone Financial Group (Kentucky)
Kentucky
$712K +$685K +5,551 New
CP
227
Creekside Partners
California
$711K -$370K -3,000 -35%
GFG
228
Goldstone Financial Group
Illinois
$706K -$48.3K -391 -7%
RMAM
229
Raab & Moskowitz Asset Management
New Jersey
$702K +$46.3K +375 +7%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$702K +$238K +1,926 +54%
IA
231
IFP Advisors
Florida
$700K -$150K -1,211 -18%
MCM
232
MidAtlantic Capital Management
Virginia
$685K
SF
233
Synovus Financial
Georgia
$676K +$651K +5,270 New
GIA
234
Gladstone Institutional Advisory
Florida
$674K -$12K -97 -2%
MAM
235
Mainsail Asset Management
Alabama
$673K -$43.7K -354 -6%
JIC
236
Johnson Investment Counsel
Ohio
$671K +$617 +5 +0.1%
MWM
237
Meridian Wealth Management
Kentucky
$668K +$643K +5,206 New
CGFA
238
Colton Groome Financial Advisors
North Carolina
$665K -$9.26K -75 -1%
LCM
239
Lazari Capital Management
California
$663K
RCAG
240
Rehmann Capital Advisory Group
Michigan
$660K -$52.6K -426 -8%
ORC
241
O'Rourke & Company
Massachusetts
$656K +$20.5K +166 +3%
WBG
242
Wharton Business Group
Pennsylvania
$648K
GTAM
243
Global Trust Asset Management
Florida
$643K +$109K +880 +21%
WA
244
Waverly Advisors
Alabama
$631K +$30.7K +249 +5%
VVP
245
Venture Visionary Partners
Ohio
$627K +$40.1K +325 +7%
AWA
246
Arkadios Wealth Advisors
Georgia
$625K +$247 +2 +0%
FNA
247
First National Advisers
Nebraska
$623K
AA
248
Addison Advisors
Vermont
$613K +$185K +1,500 +46%
LC
249
Landaas & Company
Wisconsin
$608K
CPA
250
Cardiff Park Advisors
California
$595K +$180K +1,454 +46%