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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 452469 (+17)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
60
Increased
174
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
326
Betterment LLC
New York
$340K -$14.5K -112 -4%
PA
327
Parallel Advisors
California
$337K
IRAG
328
Investment Research & Advisory Group
Georgia
$335K +$337K +2,603 New
GSIAS
329
Garden State Investment Advisory Services
New Jersey
$334K -$5.69K -44 -2%
PP
330
PrairieView Partners
Minnesota
$333K
IAIM
331
International Assets Investment Management
Florida
$330K +$331K +2,560 New
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$324K
BWA
333
Boulder Wealth Advisors
Colorado
$322K
TC
334
TownSquare Capital
Utah
$318K +$98.3K +760 +44%
IFG
335
Independent Financial Group
California
$315K +$316K +2,445 New
DIA
336
Dana Investment Advisors
Wisconsin
$314K -$218K -1,683 -41%
VCM
337
Virtue Capital Management
Tennessee
$308K +$309K +2,386 New
CPC
338
CFC Planning Company
Indiana
$307K +$1.16K +9 +0.4%
VA
339
Valmark Advisers
Ohio
$306K
NHC
340
Nicholas Hoffman & Company
Georgia
$306K
PL
341
Plancorp LLC
Missouri
$290K
KAS
342
KPP Advisory Services
Kentucky
$290K +$291K +2,248 New
PS
343
Principal Securities
Iowa
$284K
Qube Research & Technologies (QRT)
344
Qube Research & Technologies (QRT)
United Kingdom
$284K +$168K +1,298 +144%
CAC
345
Certified Advisory Corp
Florida
$283K -$40.6K -314 -12%
CCM
346
Cloud Capital Management
Washington
$283K +$285K +2,202 New
PWM
347
Prosperity Wealth Management
California
$283K +$20.6K +159 +8%
Kovitz Investment Group Partners
348
Kovitz Investment Group Partners
Illinois
$281K
LCM
349
Lazari Capital Management
California
$280K
MFA
350
McClarren Financial Advisors
Pennsylvania
$279K +$282K +2,182 New