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Vanguard Mega Cap Value ETF

328 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $430K

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 112

0.65% more ownership

Funds ownership: 71.44%72.09% (+0.65%)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$21M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 333328 (-5)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.15%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
28
Increased
117
Reduced
112
Closed
29
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
326
Global Financial Private Client
Florida
$1.46K
CA
327
Crewe Advisors
Utah
$831
FGAM
328
Financial Gravity Asset Management
Texas
$87 -$2.75K -27 -3%
MWA
329
MFA Wealth Advisors
Pennsylvania
-$25.3M -250,911 Closed
SAG
330
SageView Advisory Group
California
-$4.08M -40,374 Closed
SIM
331
Seaview Investment Managers
Florida
-$3.19M -31,576 Closed
OCM
332
One Capital Management
California
-$2.9M -28,722 Closed
CI
333
CX Institutional
Indiana
-$2.42M -23,793 Closed
JWM
334
Jackson Wealth Management
Florida
-$2.38M -23,580 Closed
RSWM
335
Robertson Stephens Wealth Management
California
-$1.21M -11,980 Closed
CFG
336
Citizens Financial Group
Rhode Island
-$765K -7,573 Closed
BCM
337
Brookstone Capital Management
Illinois
-$477K -4,612 Closed
KIG
338
Kowal Investment Group
Wisconsin
-$465K -4,603 Closed
1WM
339
1900 Wealth Management
Texas
-$436K -4,243 Closed
TNBTD
340
Trustmark National Bank Trust Department
Mississippi
-$428K -4,234 Closed
APS
341
American Planning Services
Florida
-$304K -3,011 Closed
TNB
342
Thomasville National Bank
Georgia
-$258K -2,556 Closed
IFG
343
Independent Financial Group
California
-$249K -2,464 Closed
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
-$235K -2,350 Closed
CM
345
Cornerstone Management
Georgia
-$183K -1,807 Closed
BAM
346
Belpointe Asset Management
Nevada
-$108K -1,068 Closed
MHR
347
Matthew Hamilton Rosenberg
-$72.1K -714 Closed
AWM
348
Accel Wealth Management
Iowa
-$47.7K -472 Closed
BFPW
349
BOK Financial Private Wealth
Colorado
-$46.4K -459 Closed
ASN
350
Advisory Services Network
Georgia
-$39.3K -389 Closed