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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
HIP
276
HUB Investment Partners
Texas
$320K +$26.9K +229 +9%
FA
277
Financial Alternatives
California
$320K
SOS
278
Silver Oak Securities
Tennessee
$314K -$1.39M -11,840 -82%
WP
279
WMS Partners
Maryland
$313K +$310K +2,638 New
PP
280
PrairieView Partners
Minnesota
$306K
CB
281
Cadence Bank
Mississippi
$305K +$9.88K +84 +3%
Betterment LLC
282
Betterment LLC
New York
$304K +$3.17K +27 +1%
ANTB
283
AMG National Trust Bank
Colorado
$300K +$30.6K +260 +11%
FHA
284
Flagship Harbor Advisors
Massachusetts
$297K -$2K -17 -0.7%
BWA
285
Boulder Wealth Advisors
Colorado
$296K
CAC
286
Certified Advisory Corp
Florida
$292K +$22.2K +189 +8%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$283K
NHC
288
Nicholas Hoffman & Company
Georgia
$282K
TPA
289
Trivium Point Advisory
Connecticut
$281K +$279K +2,371 New
MCM
290
Morton Capital Management
California
$279K +$276K +2,351 New
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
$278K -$344K -2,924 -55%
GSIAS
292
Garden State Investment Advisory Services
New Jersey
$274K +$50K +425 +23%
SWM
293
Spire Wealth Management
Virginia
$270K
VA
294
Valmark Advisers
Ohio
$270K
PL
295
Plancorp LLC
Missouri
$267K -$389K -3,312 -60%
CAM
296
Concorde Asset Management
Michigan
$263K -$316K -2,690 -55%
ACA
297
Aptus Capital Advisors
Alabama
$262K -$82.4K -701 -24%
AQR Capital Management
298
AQR Capital Management
Connecticut
$255K +$253K +2,151 New
LI
299
LRI Investments
Florida
$254K
SIC
300
Sterling Investment Counsel
New York
$253K -$705 -6 -0.3%