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Vanguard Mega Cap Value ETF

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
Crane Advisory
California
$878K -$14.4K -119 -2%
SG
227
StoneX Group
New York
$871K -$26.7K -207 -3%
ONB
228
Old National Bancorp
Indiana
$861K -$18.2M -141,181 -95%
CCWM
229
Cassaday & Co Wealth Management
Virginia
$859K
WP
230
Westmount Partners
California
$854K
WCM
231
Wealthcare Capital Management
Virginia
$844K -$45K -349 -5%
GTAM
232
Global Trust Asset Management
Florida
$837K +$196K +1,525 +31%
ORC
233
O'Rourke & Company
Massachusetts
$836K +$66.9K +519 +9%
USCWA
234
U.S. Capital Wealth Advisors
Texas
$815K -$9.41K -73 -1%
CWM
235
Congress Wealth Management
Massachusetts
$787K +$237K +1,835 +43%
MWM
236
Meridian Wealth Management
Kentucky
$785K +$114K +882 +17%
CAG
237
Csenge Advisory Group
Florida
$763K +$69.5K +577 +10%
SIM
238
Synergy Investment Management
Florida
$762K -$34.5K -268 -4%
RMAM
239
Raab & Moskowitz Asset Management
New Jersey
$750K +$13K +101 +2%
CW
240
CreativeOne Wealth
Kansas
$737K +$189K +1,469 +35%
CWM
241
Collaborative Wealth Management
Florida
$737K
Citadel Advisors
242
Citadel Advisors
Florida
$728K -$464K -3,598 -39%
CP
243
Creekside Partners
California
$714K
JIC
244
Johnson Investment Counsel
Ohio
$711K +$37K +287 +5%
IA
245
IFP Advisors
Florida
$710K -$11.2K -87 -2%
Corient Private Wealth
246
Corient Private Wealth
Florida
$706K -$1.53M -11,889 -68%
JWCA
247
J.W. Cole Advisors
Florida
$703K -$136K -1,059 -16%
NEPWA
248
New England Private Wealth Advisors
Massachusetts
$702K +$1.55K +12 +0.2%
AC
249
AlphaCore Capital
California
$700K +$700K +5,433 New
WBG
250
Wharton Business Group
Pennsylvania
$697K +$46.4K +360 +7%