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Vanguard Mega Cap Value ETF

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
Net Calls
+$6.61M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$403K
AT
252
Avalon Trust
New Mexico
$398K
FFW
253
Fusion Family Wealth
New York
$393K
CA
254
Continuum Advisory
Idaho
$392K -$1.67M -14,153 -81%
CCWM
255
Cassaday & Co Wealth Management
Virginia
$390K +$9.56K +80 +3%
CPA
256
Cardiff Park Advisors
California
$381K +$2.15K +18 +0.6%
RIS
257
Retirement Income Solutions
Michigan
$373K
PIA
258
Pinion Investment Advisors
Kansas
$367K -$78.4K -656 -18%
C
259
Certuity
Florida
$367K
DWAM
260
Duncan Williams Asset Management
Tennessee
$359K +$359K +3,006 New
ST
261
Spinnaker Trust
Maine
$359K
RFS
262
Richardson Financial Services
Massachusetts
$355K +$36.6K +306 +11%
SB
263
Strategic Blueprint
Georgia
$350K
RLWM
264
RF&L Wealth Management
Massachusetts
$349K
ACA
265
Aptus Capital Advisors
Alabama
$348K +$164K +1,375 +90%
CJ
266
Caitlin John
Michigan
$346K -$11.4K -95 -3%
CWP
267
Cyndeo Wealth Partners
Florida
$341K +$341K +2,852 New
PWMG
268
Prestige Wealth Management Group
New Jersey
$337K
BCI
269
Brinker Capital Investments
Pennsylvania
$332K -$428K -3,581 -56%
OPS
270
Orion Portfolio Solutions
Nebraska
$332K -$428K -3,581 -56%
AR
271
Apeiron RIA
Texas
$332K
SPW
272
Sonoma Private Wealth
California
$323K -$163K -1,368 -34%
FA
273
Financial Alternatives
California
$323K
FFA
274
Florida Financial Advisors
Florida
$316K +$316K +2,644 New
PP
275
PrairieView Partners
Minnesota
$310K