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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
AWA
276
Arkadios Wealth Advisors
Georgia
$664K -$17.3K -129 -3%
VVP
277
Venture Visionary Partners
Ohio
$661K -$11.5K -86 -2%
AWM
278
Accurate Wealth Management
Florida
$660K +$642K +4,799 New
SIS
279
Strategic Investment Solutions
Illinois
$653K +$3.08K +23 +0.5%
CPA
280
Cardiff Park Advisors
California
$644K +$1.47K +11 +0.2%
GFG
281
Goldstone Financial Group
Illinois
$637K -$61.5K -460 -9%
RFS
282
Richardson Financial Services
Massachusetts
$632K +$16.9K +126 +3%
CFP
283
Comprehensive Financial Planning
Pennsylvania
$616K +$42.5K +318 +8%
AA
284
Addison Advisors
Vermont
$615K +$26.8K +200 +5%
WWM
285
Western Wealth Management
Colorado
$609K +$17K +127 +3%
ICP
286
Interchange Capital Partners
Pennsylvania
$608K
KTM
287
Keeler Thomas Management
Utah
$599K +$267K +1,995 +85%
BFWM
288
Bright Futures Wealth Management
New York
$598K +$581K +4,344 New
CPC
289
CFC Planning Company
Indiana
$574K +$190K +1,424 +52%
Russell Investments Group
290
Russell Investments Group
United Kingdom
$564K +$4.41K +33 +0.8%
CIAS
291
Capital Investment Advisory Services
North Carolina
$563K -$44.1K -330 -7%
TCWA
292
Turtle Creek Wealth Advisors
Texas
$561K
SPIA
293
Steward Partners Investment Advisory
New York
$557K -$52.2K -390 -9%
IAIM
294
International Assets Investment Management
Florida
$555K
MWA
295
Martel Wealth Advisors
Washington
$546K +$2.67K +20 +0.5%
Bank of New York Mellon
296
Bank of New York Mellon
New York
$531K +$236K +1,762 +84%
BB
297
Bell Bank
North Dakota
$530K -$9.63K -72 -2%
OAS
298
Optivise Advisory Services
Tennessee
$530K +$20.3K +152 +4%
ASN
299
Advisory Services Network
Georgia
$525K -$803 -6 -0.2%
PIA
300
Pinion Investment Advisors
Kansas
$525K -$8.7K -65 -2%