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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
BWS
276
Buck Wealth Strategies
Colorado
$110K
AWM
277
Aspire Wealth Management
Massachusetts
$107K
KFI
278
Key Financial Inc
Pennsylvania
$102K
MCM
279
MV Capital Management
Maryland
$96.3K
FPFS
280
First Personal Financial Services
North Carolina
$89.6K
FCB
281
First Command Bank
Texas
$73.3K -$10.8K -106 -13%
FCFS
282
First Command Financial Services
Texas
$73.3K -$10.8K -106 -13%
SC
283
SouthState Corp
Florida
$71.1K
CA
284
Clearstead Advisors
Ohio
$66.2K
FHA
285
First Horizon Advisors
Tennessee
$58.6K
RFA
286
Resurgent Financial Advisors
Georgia
$58.6K +$57.5K +565 New
APC
287
Aspire Private Capital
North Carolina
$54.1K
CFGS
288
Concourse Financial Group Securities
Alabama
$52.6K
BCWM
289
Bartlett & Co Wealth Management
Ohio
$49.4K
BC
290
Bartlett & Co
Ohio
$49K
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$48.9K
S
292
SignatureFD
Georgia
$35.4K
DI
293
Disciplined Investments
Oklahoma
$32.5K -$8.04K -79 -20%
BTI
294
Blue Trust Inc
Georgia
$32K +$32.6K +320 New
FA
295
Financial Avengers
California
$31.2K
Franklin Resources
296
Franklin Resources
California
$28.1K
GWSG
297
GPS Wealth Strategies Group
Colorado
$24.5K
GEA
298
Glen Eagle Advisors
New Jersey
$24.5K +$102 +1 +0.4%
TWC
299
TD Waterhouse Canada
Ontario, Canada
$23.6K
PTC
300
Private Trust Company
Ohio
$21.8K -$4.58K -45 -18%