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Vanguard Mega Cap Value ETF

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
Net Calls
+$5.3M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NFA
326
Northwest Financial Advisors
Virginia
$46.2K +$46.2K +422 New
PS
327
Principal Securities
Iowa
$44K +$44K +402 New
S
328
SignatureFD
Georgia
$37.3K
SL
329
Salomon & Ludwin
Virginia
$35.4K
AF
330
Advisornet Financial
Minnesota
$33K +$219 +2 +0.7%
BTI
331
Blue Trust Inc
Georgia
$33K +$204 +2 +0.6%
FA
332
Financial Avengers
California
$32.9K
GWM
333
Geneos Wealth Management
Colorado
$31.6K +$9.73K +89 +45%
Franklin Resources
334
Franklin Resources
California
$29.6K
HNB
335
Huntington National Bank
Ohio
$28.9K -$89.8K
CCM
336
Chilton Capital Management
Texas
$26.5K +$26.5K +242 New
GWSG
337
GPS Wealth Strategies Group
Colorado
$25.8K
LPP
338
Life Planning Partners
Florida
$25.3K +$25.3K +231 New
PTC
339
Private Trust Company
Ohio
$23K
BWL
340
Bogart Wealth LLC
Virginia
$22K
VF
341
VitalStone Financial
Texas
$19K
RIM
342
Rockbridge Investment Management
New York
$17.4K +$17.4K +159 New
SWA
343
SOA Wealth Advisors
New York
$15.4K +$15.4K +141 New
HPC
344
HM Payson & Co
Maine
$15K
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K
FCT
346
First Community Trust
Iowa
$13.1K
FFA
347
Founders Financial Alliance
North Carolina
$11.5K
NB
348
NBT Bank
New York
$11.5K +$11.5K +105 New
CSB
349
City State Bank
Iowa
$11K
BF
350
BOK Financial
Oklahoma
$10.9K