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Vanguard Mega Cap Value ETF

530 hedge funds and large institutions have $7.68B invested in Vanguard Mega Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 154 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $7.36B → $7.68B (+$320M)

0.18% less ownership

Funds ownership: 72.07%71.89% (-0.18%)

48% less call options, than puts

Call options by funds: $240K | Put options by funds: $466K

Holders
530
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$466K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPW
351
Sonoma Private Wealth
California
$408K
IWC
352
Integrated Wealth Concepts
Massachusetts
$407K
RWM
353
Ritholtz Wealth Management
New York
$404K
RIS
354
Retirement Income Solutions
Michigan
$404K
EPW
355
Endeavor Private Wealth
Kansas
$404K
PWMG
356
Prestige Wealth Management Group
New Jersey
$398K
BFG
357
Berger Financial Group
Minnesota
$392K
ICP
358
Interchange Capital Partners
Pennsylvania
$390K
EFS
359
Essex Financial Services
Connecticut
$389K
FA
360
Financial Alternatives
California
$381K
JFG
361
Jefferies Financial Group
New York
$381K
CJ
362
Caitlin John
Michigan
$380K
WS
363
Wedbush Securities
California
$379K
HIP
364
HUB Investment Partners
Texas
$376K
PAS
365
Park Avenue Securities
New York
$375K
AR
366
Apeiron RIA
Texas
$374K
ST
367
Spinnaker Trust
Maine
$366K
SB
368
Strategic Blueprint
Georgia
$361K
RL
369
Retireful LLC
Michigan
$356K
TWP
370
Triad Wealth Partners
Kansas
$355K
BWA
371
Boulder Wealth Advisors
Colorado
$352K
PA
372
Parallel Advisors
California
$351K
VA
373
Valmark Advisers
Ohio
$345K
GSIAS
374
Garden State Investment Advisory Services
New Jersey
$344K
DIA
375
Dana Investment Advisors
Wisconsin
$342K