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Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$789K +$401 +3 +0.1%
RMAM
252
Raab & Moskowitz Asset Management
New Jersey
$781K +$9.36K +70 +1%
SIM
253
Synergy Investment Management
Florida
$764K
CP
254
Creekside Partners
California
$764K
AC
255
AlphaCore Capital
California
$756K +$3.34K +25 +0.5%
NEPWA
256
New England Private Wealth Advisors
Massachusetts
$754K
GIA
257
Gladstone Institutional Advisory
Florida
$753K +$37.7K +282 +5%
KFGK
258
Keystone Financial Group (Kentucky)
Kentucky
$749K +$30.1K +225 +4%
HTC
259
Haverford Trust Company
Pennsylvania
$746K +$13.4K +100 +2%
WBG
260
Wharton Business Group
Pennsylvania
$745K
VC
261
Vicus Capital
Pennsylvania
$743K +$3.61K +27 +0.5%
MCM
262
MidAtlantic Capital Management
Virginia
$735K
CA
263
Continuum Advisory
Idaho
$726K +$49.4K +369 +8%
MW
264
Marks Wealth
Maryland
$721K +$700K +5,231 New
MAM
265
Mainsail Asset Management
Alabama
$718K -$2.01K -15 -0.3%
LC
266
Landaas & Company
Wisconsin
$714K
FFA
267
Farther Finance Advisors
California
$706K -$200K -1,495 -23%
BJL
268
Brighton Jones LLC
Washington
$695K +$675K +5,043 New
GTAM
269
Global Trust Asset Management
Florida
$689K +$2.01K +15 +0.3%
CAG
270
Csenge Advisory Group
Florida
$680K -$122K -911 -16%
CWM
271
Collaborative Wealth Management
Florida
$674K -$73.6K -550 -10%
WWMSC
272
Wagner Wealth Management (South Carolina)
South Carolina
$674K
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$670K +$314K +2,350 +93%
SWP
274
Stratos Wealth Partners
Ohio
$668K +$116K +864 +22%
VPIM
275
Vanguard Personalized Indexing Management
California
$665K -$47.5K -355 -7%