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Vanguard Mega Cap Value ETF

386 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 382386 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$142K
AWM
327
Aspire Wealth Management
Massachusetts
$140K
BTI
328
Blue Trust Inc
Georgia
$125K
BFEC
329
Benjamin F. Edwards & Company
Missouri
$113K
MCM
330
MV Capital Management
Maryland
$110K
FGAM
331
Financial Gravity Asset Management
Texas
$99.9K -$99.1K -843 -50%
CAL
332
Capital Analysts LLC
Pennsylvania
$98K +$97.6K +830 New
FPFS
333
First Personal Financial Services
North Carolina
$95.9K -$6.47K -55 -6%
HGERS
334
Householder Group Estate & Retirement Specialist
Arizona
$92K -$15.8K -134 -15%
FCAS
335
First Command Advisory Services
Texas
$83.7K
CA
336
Clearstead Advisors
Ohio
$75.6K
SC
337
SouthState Corp
Florida
$74.7K
WCAMG
338
Woodard & Company Asset Management Group
North Carolina
$74.5K -$8.82K -75 -11%
FHA
339
First Horizon Advisors
Tennessee
$71.5K
APC
340
Aspire Private Capital
North Carolina
$60.4K
BFS
341
Bare Financial Services
Pennsylvania
$58.2K
BCWM
342
Bartlett & Co Wealth Management
Ohio
$56.8K
GWSG
343
GPS Wealth Strategies Group
Colorado
$51.5K +$23.4K +199 +84%
HNB
344
Huntington National Bank
Ohio
$50.2K
CAM
345
Clarity Asset Management
Iowa
$46.7K -$470 -4 -1%
CFGS
346
Concourse Financial Group Securities
Alabama
$41.1K -$19K -162 -32%
S
347
SignatureFD
Georgia
$40.4K
A
348
Allianz
Germany
$36.5K
AF
349
Advisornet Financial
Minnesota
$36K
FA
350
Financial Avengers
California
$35.7K