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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
RWA
351
Redmont Wealth Advisors
Illinois
$35.2K +$34.9K +297 New
TSMHT
352
Thurston Springer Miller Herd & Titak
Indiana
$34.4K +$34.1K +290 New
GWM
353
Geneos Wealth Management
Colorado
$34.2K
RF
354
Robinswood Financial
Washington
$32.5K
Franklin Resources
355
Franklin Resources
California
$32.1K
IAIM
356
International Assets Investment Management
Florida
$30.1K +$29.9K +254 New
WAM
357
WFA Asset Management
Wisconsin
$29K +$28.8K +245 New
PTC
358
Private Trust Company
Ohio
$24.9K
ATPW
359
Ashton Thomas Private Wealth
Arizona
$24.2K +$24K +204 New
AIM
360
Anchor Investment Management
South Carolina
$23.9K +$23.7K +202 New
BWL
361
Bogart Wealth LLC
Virginia
$23.9K
VF
362
VitalStone Financial
Texas
$20.1K
SFC
363
Strategic Financial Concepts
Texas
$16.9K +$28M +238,056 +11,467%
SWA
364
SOA Wealth Advisors
New York
$16.7K
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.6K
RIL
366
Rothschild Investment LLC
Illinois
$15.2K
FCT
367
First Community Trust
Iowa
$14.2K
FFA
368
Founders Financial Alliance
North Carolina
$12.4K
NB
369
NBT Bank
New York
$12.4K
TFGT
370
TS Financial Group (TSFG)
Illinois
$12K
BCMLT
371
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K
CSB
372
City State Bank
Iowa
$11.8K
GEA
373
Glen Eagle Advisors
New Jersey
$11.3K
BMCM
374
Burns Matteson Capital Management
New York
$11.2K -$12.3K -105 -0.9%
FFA
375
Farther Finance Advisors
California
$11.1K