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Vanguard Mega Cap Value ETF

421 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
326
Strategic Financial Concepts
Texas
$250K -$29.4M -238,182 -99%
DC
327
Darrow Company
Massachusetts
$249K +$741 +6 +0.3%
Qube Research & Technologies (QRT)
328
Qube Research & Technologies (QRT)
United Kingdom
$247K +$79.1K +641 +50%
AF
329
Apollon Financial
South Carolina
$246K
QCG
330
Quadrant Capital Group
Ohio
$242K +$222K +1,800 +2,093%
SWM
331
Spire Wealth Management
Virginia
$241K -$49.4K -400 -18%
KIG
332
Kowal Investment Group
Wisconsin
$237K +$1.73K +14 +0.8%
TNB
333
Thomasville National Bank
Georgia
$233K
PAS
334
Park Avenue Securities
New York
$233K +$225K +1,820 New
KWS
335
Keystone Wealth Services
California
$232K +$223K +1,808 New
CCFM
336
Clear Creek Financial Management
Washington
$232K +$223K +1,807 New
CM
337
Cornerstone Management
Georgia
$215K -$15.4K -125 -7%
HNB
338
Huntington National Bank
Ohio
$215K
NAS
339
NWF Advisory Services
California
$213K +$205K +1,661 New
4WM
340
49 Wealth Management
Texas
$211K +$203K +1,642 New
OCM
341
One Capital Management
California
$211K +$203K +1,641 New
KIM
342
Kestra Investment Management
Texas
$209K +$201K +1,630 New
WS
343
Wedbush Securities
California
$207K +$199K +1,615 New
BIM
344
Bullseye Investment Management
Ohio
$207K +$194K +1,570 New
SIG
345
Stonegate Investment Group
Alabama
$205K +$197K +1,597 New
LA
346
Lane & Associates
New Jersey
$204K -$48.1K -390 -20%
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$203K +$195K +1,581 New
WSFS
348
Wilmington Savings Fund Society
Delaware
$201K +$194K +1,570 New
Citigroup
349
Citigroup
New York
$192K +$494 +4 +0.3%
UB
350
UMB Bank
Missouri
$161K