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Vanguard Mega Cap Value ETF

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $620K

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 302303 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

1.21% less ownership

Funds ownership: 72.99%71.78% (-1.2%)

9% less capital invested

Capital invested by funds: $3.9B → $3.55B (-$353M)

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.22%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$100K
FIA
252
FNY Investment Advisers
New York
$98K +$108K +1,100 New
AWM
253
Aspire Wealth Management
Massachusetts
$93K
DI
254
Disciplined Investments
Oklahoma
$92K -$982 -10 -1%
KFI
255
Key Financial Inc
Pennsylvania
$89K
PTC
256
Private Trust Company
Ohio
$87K
BFEC
257
Benjamin F. Edwards & Company
Missouri
$86K
MCM
258
MV Capital Management
Maryland
$83K
CA
259
Clearstead Advisors
Ohio
$57K
APC
260
Aspire Private Capital
North Carolina
$51K -$2.75K -28 -5%
CFGS
261
Concourse Financial Group Securities
Alabama
$46K
AWM
262
Accel Wealth Management
Iowa
$45K
BCWM
263
Bartlett & Co Wealth Management
Ohio
$43.1K -$688 -7 -1%
BC
264
Bartlett & Co
Ohio
$43K -$688 -7 -1%
FPFS
265
First Personal Financial Services
North Carolina
$36K
LPP
266
Life Planning Partners
Florida
$33.8K
S
267
SignatureFD
Georgia
$31K -$58.9K -600 -64%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.6K
BA
269
Bellwether Advisors
Nebraska
$27K -$25.8K -263 -46%
FA
270
Financial Avengers
California
$27K
FHA
271
First Horizon Advisors
Tennessee
$25K +$28.4K +289 New
TWC
272
TD Waterhouse Canada
Ontario, Canada
$24.8K
BTI
273
Blue Trust Inc
Georgia
$24K
Franklin Resources
274
Franklin Resources
California
$24K
GWM
275
Geneos Wealth Management
Colorado
$22K -$29.7K -302 -55%