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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 452469 (+17)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
60
Increased
174
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
301
Aptus Capital Advisors
Alabama
$429K +$164K +1,265 +61%
FFW
302
Fusion Family Wealth
New York
$424K
OC
303
OxenFree Capital
Florida
$424K -$75.1K -581 -14%
SB
304
Strategic Blueprint
Georgia
$422K
GWM
305
Geneos Wealth Management
Colorado
$420K +$252K +1,950 +149%
OAS
306
Optivise Advisory Services
Tennessee
$419K +$8.92K +69 +2%
AT
307
Avalon Trust
New Mexico
$417K
SPA
308
Sentinel Pension Advisors
Massachusetts
$416K +$417K +3,225 New
LA
309
LWM Advisors
California
$411K -$16.2K -125 -4%
BFG
310
Berger Financial Group
Minnesota
$404K -$3.88K -30 -0.9%
DWAM
311
Duncan Williams Asset Management
Tennessee
$387K
MSFS
312
Main Street Financial Solutions
Pennsylvania
$383K +$385K +2,975 New
RLWM
313
RF&L Wealth Management
Massachusetts
$376K
CJ
314
Caitlin John
Michigan
$372K -$776 -6 -0.2%
SPW
315
Sonoma Private Wealth
California
$369K -$2.59K -20 -0.7%
RIS
316
Retirement Income Solutions
Michigan
$369K
RWM
317
Ritholtz Wealth Management
New York
$369K
PWMG
318
Prestige Wealth Management Group
New Jersey
$364K
SOS
319
Silver Oak Securities
Tennessee
$360K +$13.1K +101 +4%
WG
320
Welch Group
Alabama
$359K +$365K +2,822 New
AR
321
Apeiron RIA
Texas
$358K
ST
322
Spinnaker Trust
Maine
$352K -$19.4K -150 -5%
EFS
323
Essex Financial Services
Connecticut
$350K +$113K +871 +47%
FA
324
Financial Alternatives
California
$348K
HIP
325
HUB Investment Partners
Texas
$347K -$1.55K -12 -0.4%