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Vanguard Mega Cap Value ETF

525 hedge funds and large institutions have $7.65B invested in Vanguard Mega Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 196 increasing their positions, 153 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $7.36B → $7.65B (+$293M)

0.42% less ownership

Funds ownership: 72.08%71.66% (-0.42%)

48% less call options, than puts

Call options by funds: $240K | Put options by funds: $466K

Holders
525
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$466K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
251
StoneX Group
New York
$949K
WCM
252
Wealthcare Capital Management
Virginia
$946K
LWMI
253
Legacy Wealth Management (Idaho)
Idaho
$932K
FNA
254
First National Advisers
Nebraska
$912K
IA
255
IFP Advisors
Florida
$897K
MWM
256
Meridian Wealth Management
Kentucky
$896K
CWP
257
Cyndeo Wealth Partners
Florida
$894K
AWA
258
Arkadios Wealth Advisors
Georgia
$889K
ORC
259
O'Rourke & Company
Massachusetts
$889K
KFGK
260
Keystone Financial Group (Kentucky)
Kentucky
$882K
HH
261
Hilltop Holdings
Texas
$867K
CGFA
262
Colton Groome Financial Advisors
North Carolina
$867K
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$839K
WWM
264
Western Wealth Management
Colorado
$803K
RMAM
265
Raab & Moskowitz Asset Management
New Jersey
$800K
SIM
266
Synergy Investment Management
Florida
$783K
CP
267
Creekside Partners
California
$783K
JIC
268
Johnson Investment Counsel
Ohio
$769K
VC
269
Vicus Capital
Pennsylvania
$769K
WBG
270
Wharton Business Group
Pennsylvania
$764K
SIC
271
Salem Investment Counselors
North Carolina
$755K
MCM
272
MidAtlantic Capital Management
Virginia
$753K
CA
273
Continuum Advisory
Idaho
$752K
CPA
274
Cardiff Park Advisors
California
$751K
HTC
275
Haverford Trust Company
Pennsylvania
$750K