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Vanguard Mega Cap Value ETF
367 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
19% more capital invested
Capital invested by funds: $4.23B → $5.03B (+$799M)
12% more funds holding
Funds holding: 327 → 367 (+40)
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
5.21% more ownership
Funds ownership: 72.34% → 77.55% (+5.2%)
6% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 124
Holders
367
Holders Change
+40
Holders Change %
+12.23%
% of All Funds
5.35%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.42%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
–
Net Calls
+$5.3M
Net Calls Change
+$3.4M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$235M |
| 2 |
AssetMark Inc
Concord,
California
|
+$59.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$15.7M |
| 5 |
JP Morgan Chase
New York
|
+$9.18M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
376
AFS Financial Group
Bethesda,
Maryland
| – | -$274K | -2,704 | Closed |
|
377
Lido Advisors
Los Angeles,
California
| – | -$258K | -2,544 | Closed |
|
|
WA
378
WBH Advisory
Baltimore,
Maryland
| – | -$252K | -2,483 | Closed |
|
379
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$219K | -2,163 | Closed |
|
|
SFC
380
Strategic Financial Concepts
San Antonio,
Texas
| – | -$211K | -2,076 | Closed |
|
|
CAS
381
Coppell Advisory Solutions
Coppell,
Texas
| – | -$94.6K | -920 | Closed |
|
|
MA
382
MCF Advisors
Covington,
Kentucky
| – | -$84.1K | -829 | Closed |
|
|
BWS
383
Buck Wealth Strategies
Denver,
Colorado
| – | -$48K | -473 | Closed |
|
|
GA
384
GoalVest Advisory
New York
| – | -$11.4K | -112 | Closed |
|
|
LC
385
Lindbrook Capital
Calabasas,
California
| – | -$9.43K | -93 | Closed |
|
|
GI
386
Gradient Investments
Arden Hills,
Minnesota
| – | -$6.59K | -65 | Closed |
|