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Vanguard Mega Cap Value ETF

327 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,060% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $10K

29% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0.25% more ownership

Funds ownership: 72.09%72.34% (+0.25%)

0% less funds holding

Funds holding: 328327 (-1)

3% less capital invested

Capital invested by funds: $4.34B → $4.23B (-$110M)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
129
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
301
Franklin Resources
California
$27.5K
QCG
302
Quadrant Capital Group
Ohio
$24.2K +$16K +153 +178%
GEA
303
Glen Eagle Advisors
New Jersey
$24K +$105 +1 +0.4%
GWSG
304
GPS Wealth Strategies Group
Colorado
$23.9K
TWC
305
TD Waterhouse Canada
Ontario, Canada
$23.5K
PTC
306
Private Trust Company
Ohio
$21.3K
BWL
307
Bogart Wealth LLC
Virginia
$20.4K
GWM
308
Geneos Wealth Management
Colorado
$20.3K
DSC
309
Duncker Streett & Co
Missouri
$18.3K
VF
310
VitalStone Financial
Texas
$17K -$419 -4 -2%
HPC
311
HM Payson & Co
Maine
$13.9K +$14.4K +137 New
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K
FCT
313
First Community Trust
Iowa
$12.2K
GA
314
GoalVest Advisory
New York
$11.4K +$11.7K +112 New
FFA
315
Founders Financial Alliance
North Carolina
$10.6K +$11K +105 New
BCMLT
316
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K
CSB
317
City State Bank
Iowa
$10K
BF
318
BOK Financial
Oklahoma
$9.91K
LC
319
Lindbrook Capital
California
$9.43K +$9.75K +93 New
VWM
320
Valley Wealth Managers
New Jersey
$8.82K
GI
321
Gradient Investments
Minnesota
$6.59K +$6.82K +65 New
RG
322
Retirement Group
California
$6.55K +$105 +1 +2%
PPWM
323
PFG Private Wealth Management
Florida
$6.08K
FFA
324
Farther Finance Advisors
California
$3.67K +$3.77K +36 New
JWA
325
JFS Wealth Advisors
Pennsylvania
$2.54K