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Vanguard Mega Cap Value ETF

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
376
NWF Advisory Services
California
$228K +$228K +1,768 New
WS
377
Wedbush Securities
California
$227K -$6.43K -50 -3%
LFG
378
Lockerman Financial Group
California
$225K
RA
379
Rodgers & Associates
Pennsylvania
$225K -$77.3K -600 -26%
VCP
380
Verus Capital Partners
Arizona
$223K +$1.29K +10 +0.6%
CM
381
Cornerstone Management
Georgia
$216K
TPA
382
Trivium Point Advisory
Connecticut
$215K -$48.8K -379 -19%
OCM
383
One Capital Management
California
$212K
BWM
384
Brown Wealth Management
Illinois
$209K +$1.16K +9 +0.6%
AF
385
Apexium Financial
Texas
$208K -$213K -1,652 -51%
SIG
386
Stonegate Investment Group
Alabama
$206K +$206K +1,597 New
MF
387
Manchester Financial
California
$201K +$201K +1,557 New
UF
388
Univest Financial
Pennsylvania
$200K +$200K +1,553 New
SS
389
SBI Securities
Japan
$187K +$3.09K +24 +2%
CFP
390
Comprehensive Financial Planning
Pennsylvania
$174K +$902 +7 +0.5%
UB
391
UMB Bank
Missouri
$161K
CW
392
Curio Wealth
Maryland
$159K -$33.4M -1,263 -100%
ABWM
393
Alpine Bank Wealth Management
Colorado
$155K +$155K +1,200 New
HNB
394
Huntington National Bank
Ohio
$144K -$179K
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$141K -$4.9K -38 -3%
CAL
396
Capital Analysts LLC
Pennsylvania
$130K +$23K +178 +21%
MCM
397
MV Capital Management
Maryland
$120K
DIP
398
DT Investment Partners
Pennsylvania
$111K -$18.6K -144 -14%
FGAM
399
Financial Gravity Asset Management
Texas
$109K +$109K +843 New
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
$107K