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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 %
MFA
276
McClarren Financial Advisors
Pennsylvania
$306K +$1.92K +16 +0.6%
Betterment LLC
277
Betterment LLC
New York
$304K +$9.57K +80 +3%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$302K +$136K +1,143 +82%
FHA
279
Flagship Harbor Advisors
Massachusetts
$302K +$10K +84 +3%
BWA
280
Boulder Wealth Advisors
Colorado
$298K +$298K +2,496 New
CB
281
Cadence Bank
Mississippi
$297K -$188K -1,572 -39%
HIP
282
HUB Investment Partners
Texas
$296K +$47.8K +400 +19%
Kovitz Investment Group Partners
283
Kovitz Investment Group Partners
Illinois
$286K -$10.8K -90 -4%
NHC
284
Nicholas Hoffman & Company
Georgia
$284K
TA
285
Tactive Advisors
Florida
$281K +$281K +2,350 New
VA
286
Valmark Advisers
Ohio
$272K -$19.7K -165 -7%
SWM
287
Spire Wealth Management
Virginia
$272K
CAC
288
Certified Advisory Corp
Florida
$272K +$19.2K +161 +8%
ANTB
289
AMG National Trust Bank
Colorado
$271K -$119K -995 -30%
PCA
290
Prosperity Capital Advisors
Ohio
$264K +$264K +2,206 New
WA
291
Waverly Advisors
Alabama
$260K +$260K +2,177 New
SIC
292
Sterling Investment Counsel
New York
$256K -$3.35K -28 -1%
LI
293
LRI Investments
Florida
$256K +$256K +2,141 New
NEPWA
294
New England Private Wealth Advisors
Massachusetts
$252K +$1.55K +13 +0.6%
Bank of New York Mellon
295
Bank of New York Mellon
New York
$250K -$412K -3,445 -62%
SFC
296
Strategic Financial Concepts
Texas
$248K +$248K +2,076 New
VPIM
297
Vanguard Personalized Indexing Management
California
$245K +$245K +2,050 New
RW
298
RVW Wealth
California
$239K +$239K +2,000 New
UF
299
Univest Financial
Pennsylvania
$238K -$40.6K -340 -15%
PA
300
Parallel Advisors
California
$237K