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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$629K +$650K +5,035 New
GTAM
252
Global Trust Asset Management
Florida
$621K -$5.16K -40 -0.8%
VVP
253
Venture Visionary Partners
Ohio
$610K
AWA
254
Arkadios Wealth Advisors
Georgia
$608K -$258 -2 -0%
FNA
255
First National Advisers
Nebraska
$607K
CFG
256
Cornerstone Financial Group
Nebraska
$598K +$618K +4,790 New
LC
257
Landaas & Company
Wisconsin
$592K
CPA
258
Cardiff Park Advisors
California
$581K +$1.55K +12 +0.3%
CGFA
259
Colton Groome Financial Advisors
North Carolina
$570K -$80.3K -622 -12%
ICP
260
Interchange Capital Partners
Pennsylvania
$552K -$4.39K -34 -0.8%
CWM
261
Congress Wealth Management
Massachusetts
$534K +$551K +4,271 New
CA
262
Crewe Advisors
Utah
$533K
SWP
263
Stratos Wealth Partners
Ohio
$533K +$122K +948 +29%
CW
264
CreativeOne Wealth
Kansas
$531K -$17K -132 -3%
RFC
265
Regions Financial Corp
Alabama
$526K +$543K +4,211 New
CSWM
266
Cassady Schiller Wealth Management
Ohio
$524K
OC
267
OxenFree Capital
Florida
$521K -$56.8K -440 -10%
BWM
268
BCO Wealth Management
New Mexico
$519K +$536K +4,154 New
DIA
269
Dana Investment Advisors
Wisconsin
$515K +$85.6K +663 +19%
BFG
270
Bleakley Financial Group
New Jersey
$509K +$526K +4,078 New
WWM
271
Western Wealth Management
Colorado
$506K +$11K +85 +2%
AA
272
Addison Advisors
Vermont
$502K -$98.1K -760 -16%
BCM
273
Brookstone Capital Management
Illinois
$496K +$50.2K +389 +11%
SWP
274
Summit Wealth Partners
Florida
$494K
MWA
275
Martel Wealth Advisors
Washington
$490K +$2.84K +22 +0.6%