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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
Russell Investments Group
276
Russell Investments Group
United Kingdom
$487K -$5.16K -40 -1%
BB
277
Bell Bank
North Dakota
$481K
AQR Capital Management
278
AQR Capital Management
Connecticut
$480K +$72.7K +563 +17%
WI
279
Westbourne Investments
Virginia
$476K +$492K +3,811 New
PIA
280
Pinion Investment Advisors
Kansas
$465K -$22.6K -175 -4%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$459K +$127K +982 +37%
CCFM
282
Clear Creek Financial Management
Washington
$455K +$237K +1,833 +101%
PFA
283
Pillar Financial Advisors
Kentucky
$453K +$469K +3,630 New
CA
284
Continuum Advisory
Idaho
$453K +$23.5K +182 +5%
CCB
285
Country Club Bank
Missouri
$446K -$11.5K -89 -2%
BCA
286
Bay Capital Advisors
Virginia
$437K +$452K +3,500 New
FWA
287
Flagship Wealth Advisors
Massachusetts
$437K +$452K +3,500 New
LA
288
LWM Advisors
California
$429K +$443K +3,431 New
Bessemer Group
289
Bessemer Group
New Jersey
$421K
FFW
290
Fusion Family Wealth
New York
$411K
SB
291
Strategic Blueprint
Georgia
$409K -$3.87K -30 -0.9%
AF
292
Apexium Financial
Texas
$408K +$421K +3,265 New
AT
293
Avalon Trust
New Mexico
$404K
OAS
294
Optivise Advisory Services
Tennessee
$397K +$57.4K +445 +16%
BFG
295
Berger Financial Group
Minnesota
$395K +$5.42K +42 +1%
RFS
296
Richardson Financial Services
Massachusetts
$390K +$21.2K +164 +6%
DWAM
297
Duncan Williams Asset Management
Tennessee
$375K
P
298
&Partners
Tennessee
$371K -$114K -882 -23%
SF
299
Synovus Financial
Georgia
$370K -$299K -2,313 -44%
RLWM
300
RF&L Wealth Management
Massachusetts
$365K