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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
CJ
301
Caitlin John
Michigan
$362K
SPW
302
Sonoma Private Wealth
California
$361K +$7.1K +55 +2%
ST
303
Spinnaker Trust
Maine
$360K -$15.7K -122 -4%
RIS
304
Retirement Income Solutions
Michigan
$358K
RWM
305
Ritholtz Wealth Management
New York
$358K
PWMG
306
Prestige Wealth Management Group
New Jersey
$352K
Citigroup
307
Citigroup
New York
$348K +$167K +1,291 +86%
AR
308
Apeiron RIA
Texas
$347K
Betterment LLC
309
Betterment LLC
New York
$344K
AA
310
Armis Advisers
Georgia
$340K +$351K +2,721 New
SOS
311
Silver Oak Securities
Tennessee
$339K -$2.19M -16,967 -86%
HIP
312
HUB Investment Partners
Texas
$338K
FA
313
Financial Alternatives
California
$338K
GSIAS
314
Garden State Investment Advisory Services
New Jersey
$329K -$9.94K -77 -3%
PA
315
Parallel Advisors
California
$327K +$63.9K +495 +23%
PP
316
PrairieView Partners
Minnesota
$323K
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$314K
CAC
318
Certified Advisory Corp
Florida
$314K +$1.29K +10 +0.4%
D.E. Shaw & Co
319
D.E. Shaw & Co
New York
$312K +$323K +2,500 New
BWA
320
Boulder Wealth Advisors
Colorado
$312K
FTWA
321
Fifth Third Wealth Advisors
Ohio
$305K +$315K +2,438 New
VA
322
Valmark Advisers
Ohio
$297K +$7.23K +56 +2%
NHC
323
Nicholas Hoffman & Company
Georgia
$297K
CPC
324
CFC Planning Company
Indiana
$296K +$306K +2,372 New
BRWA
325
B. Riley Wealth Advisors
Florida
$293K +$387 +3 +0.1%