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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
BIAS
301
Beacon Investment Advisory Services
New Jersey
$253K +$251K +2,135 New
NEPWA
302
New England Private Wealth Advisors
Massachusetts
$251K
MFA
303
McClarren Financial Advisors
Pennsylvania
$251K -$189K -1,608 -63%
OIA
304
OneDigital Investment Advisors
Kansas
$249K +$36.8K +313 +18%
PCWA
305
Pacific Capital Wealth Advisors
California
$249K +$247K +2,099 New
VCM
306
Virtue Capital Management
Tennessee
$240K
TW
307
TritonPoint Wealth
Maryland
$238K -$4.12K -35 -2%
RW
308
RVW Wealth
California
$237K
UF
309
Univest Financial
Pennsylvania
$236K
PA
310
Parallel Advisors
California
$235K
SPIA
311
Steward Partners Investment Advisory
New York
$235K
LA
312
Lane & Associates
New Jersey
$234K +$29.4K +250 +14%
PCA
313
Prosperity Capital Advisors
Ohio
$233K -$28.1K -239 -11%
MAG
314
M3 Advisory Group
Massachusetts
$232K +$12.3K +105 +6%
DC
315
Darrow Company
Massachusetts
$230K +$118 +1 +0.1%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$229K -$355K -3,016 -61%
AF
317
Apollon Financial
South Carolina
$227K
PWM
318
Prosperity Wealth Management
California
$226K +$11.3K +96 +5%
KIG
319
Kowal Investment Group
Wisconsin
$218K
PS
320
Principal Securities
Iowa
$217K +$154K +1,310 +252%
TNB
321
Thomasville National Bank
Georgia
$216K -$4.23K -36 -2%
CM
322
Cornerstone Management
Georgia
$214K
Citigroup
323
Citigroup
New York
$177K -$4.12K -35 -2%
Qube Research & Technologies (QRT)
324
Qube Research & Technologies (QRT)
United Kingdom
$153K +$4K +34 +3%
UB
325
UMB Bank
Missouri
$148K