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Vanguard Mega Cap Value ETF

328 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $430K

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 112

0.65% more ownership

Funds ownership: 71.44%72.09% (+0.65%)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$21M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 333328 (-5)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.15%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
28
Increased
117
Reduced
112
Closed
29
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
Flagship Harbor Advisors
Massachusetts
$265K -$37.3K -367 -13%
SWM
252
Silverlake Wealth Management
Vermont
$264K +$10.2K +100 +4%
TP
253
Tranquility Partners
Tennessee
$259K
WA
254
WBH Advisory
Maryland
$256K +$1.53K +15 +0.6%
HTC
255
Haverford Trust Company
Pennsylvania
$250K -$509 -5 -0.2%
NHC
256
Nicholas Hoffman & Company
Georgia
$247K
UF
257
Univest Financial
Pennsylvania
$242K
SWM
258
Spire Wealth Management
Virginia
$237K
JBA
259
Johnson Bixby & Associates
Washington
$228K +$1.22K +12 +0.5%
BFAG
260
Blackston Financial Advisory Group
Florida
$228K +$224K +2,202 New
Betterment LLC
261
Betterment LLC
New York
$226K +$222K +2,181 New
ZF
262
Zhang Financial
Michigan
$224K +$220K +2,158 New
HI
263
Harbour Investments
Wisconsin
$223K
SFC
264
Strategic Financial Concepts
Texas
$221K -$5.09K -50 -2%
FFS
265
Founders Financial Securities
Maryland
$220K +$216K +2,119 New
BFEC
266
Benjamin F. Edwards & Company
Missouri
$218K +$68.8K +676 +48%
NEPWA
267
New England Private Wealth Advisors
Massachusetts
$216K +$1.22K +12 +0.6%
AWM
268
Apollon Wealth Management
South Carolina
$211K +$207K +2,036 New
SPIA
269
Steward Partners Investment Advisory
New York
$210K -$2.54K -25 -1%
PA
270
Parallel Advisors
California
$202K
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$163K -$60.9K -599 -28%
CIAS
272
Capital Investment Advisory Services
North Carolina
$157K +$8.44K +83 +6%
Citigroup
273
Citigroup
New York
$149K
IA
274
IFP Advisors
Florida
$132K +$95.5K +939 +280%
UB
275
UMB Bank
Missouri
$130K