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Vanguard Mega Cap Value ETF

386 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 382386 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$421K +$313K +2,665 +304%
RWM
252
Ritholtz Wealth Management
New York
$414K +$411K +3,495 New
Fisher Asset Management
253
Fisher Asset Management
Washington
$411K +$408K +3,472 New
Bessemer Group
254
Bessemer Group
New Jersey
$399K
AT
255
Avalon Trust
New Mexico
$395K
CA
256
Continuum Advisory
Idaho
$394K
SB
257
Strategic Blueprint
Georgia
$391K +$44.2K +376 +13%
FFW
258
Fusion Family Wealth
New York
$390K
AA
259
Addison Advisors
Vermont
$388K +$385K +3,275 New
BFG
260
Berger Financial Group
Minnesota
$381K -$113K -962 -23%
CPA
261
Cardiff Park Advisors
California
$378K
RIS
262
Retirement Income Solutions
Michigan
$370K
DWAM
263
Duncan Williams Asset Management
Tennessee
$356K
CW
264
CreativeOne Wealth
Kansas
$356K -$76.8K -653 -18%
ST
265
Spinnaker Trust
Maine
$356K
Russell Investments Group
266
Russell Investments Group
United Kingdom
$352K -$96.3K -819 -22%
RFS
267
Richardson Financial Services
Massachusetts
$352K -$353 -3 -0.1%
BRWA
268
B. Riley Wealth Advisors
Florida
$348K -$311K -2,649 -48%
RLWM
269
RF&L Wealth Management
Massachusetts
$346K
CJ
270
Caitlin John
Michigan
$343K
PWMG
271
Prestige Wealth Management Group
New Jersey
$336K
VPIM
272
Vanguard Personalized Indexing Management
California
$336K +$92.4K +786 +38%
AR
273
Apeiron RIA
Texas
$329K
OAS
274
Optivise Advisory Services
Tennessee
$328K +$326K +2,769 New
SPW
275
Sonoma Private Wealth
California
$321K