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Vanguard Mega Cap Value ETF

327 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,060% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $10K

29% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0.25% more ownership

Funds ownership: 72.09%72.34% (+0.25%)

0% less funds holding

Funds holding: 328327 (-1)

3% less capital invested

Capital invested by funds: $4.34B → $4.23B (-$110M)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
129
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Focused Wealth Management
New York
$1.97K
GFPC
327
Global Financial Private Client
Florida
$1.41K
FIM
328
FWL Investment Management
Texas
$203 +$210 +2 New
BIM
329
Bullseye Investment Management
Ohio
-$11M -106,353 Closed
TA
330
TFB Advisors
Kansas
-$8.62M -83,074 Closed
MWM
331
Merriman Wealth Management
Washington
-$6.56M -63,239 Closed
MG
332
Mather Group
Illinois
-$4.2M -40,510 Closed
SWP
333
ShoreHaven Wealth Partners
New Jersey
-$2.67M -25,761 Closed
CA
334
Calton & Associates
Florida
-$1.12M -10,842 Closed
FTUS
335
Flow Traders U.S.
New York
-$748K -7,209 Closed
RFN
336
Redwood Financial Network
Ohio
-$636K -6,131 Closed
Cerity Partners
337
Cerity Partners
New York
-$503K -4,852 Closed
BWM
338
Brown Wealth Management
Illinois
-$449K -4,332 Closed
W
339
WealthOne
New York
-$434K -4,187 Closed
VWA
340
V Wealth Advisors
Kansas
-$403K -3,886 Closed
PFA
341
Peak Financial Advisors
Colorado
-$349K -3,365 Closed
GSIAS
342
Garden State Investment Advisory Services
New Jersey
-$323K -3,110 Closed
VAS
343
Vestmark Advisory Solutions
Massachusetts
-$291K -2,804 Closed
TP
344
Tranquility Partners
Tennessee
-$259K -2,500 Closed
BFAG
345
Blackston Financial Advisory Group
Florida
-$228K -2,202 Closed
JBA
346
Johnson Bixby & Associates
Washington
-$228K -2,198 Closed
AWM
347
Apollon Wealth Management
South Carolina
-$211K -2,036 Closed
DI
348
Disciplined Investments
Oklahoma
-$32.5K -313 Closed
IFAM
349
Institutional & Family Asset Management
Colorado
-$14.7K -142 Closed
SF
350
Safeguard Financial
Wisconsin
-$9K -88 Closed