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Vanguard Mega Cap Value ETF
382 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
21% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 113
4% more funds holding
Funds holding: 367 → 382 (+15)
3% more funds holding in top 10
Funds holding in top 10: 29 → 30 (+1)
5% more capital invested
Capital invested by funds: $5.03B → $5.28B (+$243M)
5.36% less ownership
Funds ownership: 77.55% → 72.19% (-5.4%)
Holders
382
Holders Change
+15
Holders Change %
+4.09%
% of All Funds
5.5%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
–
Net Calls
+$6.61M
Net Calls Change
+$1.31M
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$74.7M |
| 2 |
EPP
ETF Portfolio Partners
Leawood,
Kansas
|
+$24.2M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$20.1M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$16.7M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.61M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$278M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$71.9M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$16M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$11.6M |
| 5 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$6.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$51.5K | -471 | Closed |
|
|
NFA
402
Northwest Financial Advisors
Herndon,
Virginia
| – | -$46.2K | -422 | Closed |
|
|
LPP
403
Life Planning Partners
Jacksonville,
Florida
| – | -$25.3K | -231 | Closed |
|
|
RIM
404
Rockbridge Investment Management
Syracuse,
New York
| – | -$17.4K | -159 | Closed |
|
|
HPC
405
HM Payson & Co
Portland,
Maine
| – | -$15K | -137 | Closed |
|
|
TVAMP
406
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$6.64K | -61 | Closed |
|
|
AIMA
407
Ables Iannone Moore & Associates
Savannah,
Georgia
| – | -$6.13K | -56 | Closed |
|
|
AWM
408
Able Wealth Management
Toms River,
New Jersey
| – | -$4.16K | -38 | Closed |
|
|
FWM
409
Focused Wealth Management
Newburgh,
New York
| – | -$1.8K | -16 | Closed |
|
|
AGWCA
410
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$1.29K | -12 | Closed |
|
|
HNB
411
Huntington National Bank
Columbus,
Ohio
| – | -$28.9K | – | – |
|