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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
KWAG
376
Kiely Wealth Advisory Group
North Carolina
$10.6K
VWM
377
Valley Wealth Managers
New Jersey
$10.3K
QCG
378
Quadrant Capital Group
Ohio
$10.2K
CAS
379
Coppell Advisory Solutions
Texas
$9.36K +$9.29K +79 New
BF
380
BOK Financial
Oklahoma
$8.29K -$1.18K -10 -13%
DSC
381
Duncker Streett & Co
Missouri
$7.82K
KFI
382
Key Financial Inc
Pennsylvania
$5.33K
RFA
383
Register Financial Advisors
Georgia
$4.5K +$4.47K +38 New
JWA
384
JFS Wealth Advisors
Pennsylvania
$2.96K
GFPC
385
Global Financial Private Client
Florida
$1.66K
TCM
386
TruNorth Capital Management
Michigan
$948
FIM
387
FWL Investment Management
Texas
$237
ITB
388
Idaho Trust Bank
Idaho
-$3.08M -25,775 Closed
DWM
389
Dechtman Wealth Management
Colorado
-$2.49M -20,856 Closed
UAG
390
United Advisor Group
Ohio
-$872K -7,295 Closed
TRCT
391
Tower Research Capital (TRC)
New York
-$857K -7,171 Closed
FTUS
392
Flow Traders U.S.
New York
-$745K -6,234 Closed
CA
393
CoreCap Advisors
Michigan
-$734K -6,145 Closed
PCIA
394
Prime Capital Investment Advisors
Kansas
-$676K -5,660 Closed
KFGK
395
Keystone Financial Group (Kentucky)
Kentucky
-$568K -4,749 Closed
C
396
Certuity
Florida
-$367K -3,073 Closed
YIH
397
Y-Intercept (HK)
Hong Kong
-$209K -1,745 Closed
4WM
398
49 Wealth Management
Texas
-$201K -1,687 Closed
CCM
399
Chilton Capital Management
Texas
-$28.9K -242 Closed
GWSA
400
Global Wealth Strategies & Associates
Colorado
-$23.4K -196 Closed