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Vanguard Mega Cap Value ETF

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
Net Calls
+$5.3M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
301
Citigroup
New York
$163K +$5.47K +50 +3%
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$155K -$11.6K -106 -7%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$152K -$5.26K -48 -3%
UB
304
UMB Bank
Missouri
$137K
TFGT
305
TS Financial Group (TSFG)
Illinois
$137K +$11.6K +106 +9%
AWM
306
Aspire Wealth Management
Massachusetts
$129K +$2.84K +26 +2%
Citadel Advisors
307
Citadel Advisors
Florida
$127K -$1.38M -12,649 -92%
WCAMG
308
Woodard & Company Asset Management Group
North Carolina
$117K -$8M -73,161 -99%
MCM
309
MV Capital Management
Maryland
$101K
ASN
310
Advisory Services Network
Georgia
$101K +$101K +920 New
Qube Research & Technologies (QRT)
311
Qube Research & Technologies (QRT)
United Kingdom
$99.6K -$68.4K -625 -41%
FPFS
312
First Personal Financial Services
North Carolina
$94.5K
FCAS
313
First Command Advisory Services
Texas
$87.2K
HGERS
314
Householder Group Estate & Retirement Specialist
Arizona
$85K +$217 +2 +0.3%
CA
315
Clearstead Advisors
Ohio
$69.8K -$69.8K -638 -50%
SC
316
SouthState Corp
Florida
$68.9K -$6.02K -55 -8%
FHA
317
First Horizon Advisors
Tennessee
$65.9K +$4.16K +38 +7%
RFA
318
Resurgent Financial Advisors
Georgia
$61.9K +$2.41K +22 +4%
APC
319
Aspire Private Capital
North Carolina
$55.8K
CFGS
320
Concourse Financial Group Securities
Alabama
$55.5K
BCWM
321
Bartlett & Co Wealth Management
Ohio
$52.1K
BC
322
Bartlett & Co
Ohio
$52K
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$51.5K
BFS
324
Bare Financial Services
Pennsylvania
$51.4K +$51.4K +470 New
TRCT
325
Tower Research Capital (TRC)
New York
$46.5K -$663K -6,061 -93%