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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
LI
351
LRI Investments
Florida
$278K +$905 +7 +0.3%
CL
352
CVFG LLC
Indiana
$276K -$647 -5 -0.2%
SIC
353
Sterling Investment Counsel
New York
$274K +$8.15K +63 +3%
ANTB
354
AMG National Trust Bank
Colorado
$273K -$14.2K -110 -5%
PCA
355
Prosperity Capital Advisors
Ohio
$272K
SW
356
SteelPeak Wealth
California
$271K +$272K +2,103 New
PCWA
357
Pacific Capital Wealth Advisors
California
$270K
SFC
358
Strategic Financial Concepts
Texas
$270K +$1.55K +12 +0.6%
Bank of New York Mellon
359
Bank of New York Mellon
New York
$269K
ASN
360
Advisory Services Network
Georgia
$262K +$262K +2,030 New
CAM
361
Concorde Asset Management
Michigan
$261K -$5.69K -44 -2%
PAS
362
Park Avenue Securities
New York
$261K -$4.01K -31 -2%
RW
363
RVW Wealth
California
$258K
TW
364
TritonPoint Wealth
Maryland
$258K
AWM
365
Apollon Wealth Management
South Carolina
$257K +$40.2K +311 +18%
SFGP
366
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$255K
AGP
367
Aspire Growth Partners
Florida
$252K +$262K +2,024 New
MAG
368
M3 Advisory Group
Massachusetts
$251K +$259 +2 +0.1%
DC
369
Darrow Company
Massachusetts
$249K
TIAA Trust, National Association
370
TIAA Trust, National Association
North Carolina
$247K
FSA
371
Fort Sheridan Advisors
Illinois
$247K +$18.1K +140 +8%
KWM
372
Kingsman Wealth Management
Florida
$244K +$245K +1,896 New
QCG
373
Quadrant Capital Group
Ohio
$243K
SWM
374
Spire Wealth Management
Virginia
$242K
FFN
375
Focus Financial Network
Minnesota
$237K +$238K +1,838 New