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Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
301
Legacy Wealth Management (Idaho)
Idaho
$524K +$57.9K +433 +13%
IRAG
302
Investment Research & Advisory Group
Georgia
$521K +$158K +1,179 +45%
WI
303
Westbourne Investments
Virginia
$510K
WCM
304
Wealthcare Capital Management
Virginia
$506K +$26.6K +199 +6%
DWAM
305
Duncan Williams Asset Management
Tennessee
$505K +$88.6K +662 +22%
SPA
306
Sentinel Pension Advisors
Massachusetts
$500K +$5.35K +40 +1%
OC
307
OxenFree Capital
Florida
$492K -$1.6K -12 -0.3%
PFA
308
Pillar Financial Advisors
Kentucky
$483K -$16.1K -120 -3%
BCA
309
Bay Capital Advisors
Virginia
$482K
IWM
310
Iams Wealth Management
Nebraska
$474K -$88K -658 -16%
AQR Capital Management
311
AQR Capital Management
Connecticut
$464K -$282K -2,111 -39%
Bessemer Group
312
Bessemer Group
New Jersey
$464K
SWP
313
Summit Wealth Partners
Florida
$460K
BWM
314
BCO Wealth Management
New Mexico
$459K -$401 -3 -0.1%
LA
315
LWM Advisors
California
$455K
FFW
316
Fusion Family Wealth
New York
$453K
MWA
317
Monograph Wealth Advisors
California
$451K +$436K +3,258 New
VAG
318
VisionPoint Advisory Group
Texas
$448K +$55.6K +416 +15%
AT
319
Avalon Trust
New Mexico
$445K
SOS
320
Silver Oak Securities
Tennessee
$437K +$25.7K +192 +6%
FSA
321
Fort Sheridan Advisors
Illinois
$430K +$68.6K +513 +20%
WG
322
Welch Group
Alabama
$423K -$10K -75 -2%
AGA
323
Arkos Global Advisors
Texas
$423K -$147K -1,100 -26%
MSFS
324
Main Street Financial Solutions
Pennsylvania
$416K +$6.02K +45 +2%
GT
325
GreatBanc Trust
Illinois
$413K +$401K +2,998 New