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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 451469 (+18)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+18
Holders Change %
+3.99%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
61
Increased
173
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
401
DT Investment Partners
Pennsylvania
$111K -$18.6K -144 -14%
FGAM
402
Financial Gravity Asset Management
Texas
$109K +$109K +843 New
LWMI
403
Legacy Wealth Management (Idaho)
Idaho
$107K
BlackRock
404
BlackRock
New York
$101K -$3.49K -27 -3%
S
405
Sachetta
Massachusetts
$98.8K +$517 +4 +0.5%
FCAS
406
First Command Advisory Services
Texas
$91K
GWSG
407
GPS Wealth Strategies Group
Colorado
$82K -$18.7K -145 -19%
SC
408
SouthState Corp
Florida
$81.2K
FHA
409
First Horizon Advisors
Tennessee
$78.6K +$4.78K +37 +6%
GSWM
410
Golden State Wealth Management
California
$71.2K +$71.5K +553 New
MWM
411
Mascoma Wealth Management
New Hampshire
$62.5K -$13.8K -107 -18%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$61.3K
BCMLT
413
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.1K +$44.4K +343 +340%
TLA
414
Tanglewood Legacy Advisors
Texas
$55.8K
WCAMG
415
Woodard & Company Asset Management Group
North Carolina
$52.7K -$6.46K -50 -11%
BFS
416
Bare Financial Services
Pennsylvania
$45.7K -$14.9K -115 -24%
AWM
417
Angeles Wealth Management
California
$45.7K
RF
418
Rossby Financial
Florida
$45.3K +$47.8K +370 New
S
419
SignatureFD
Georgia
$43.9K
BWL
420
Bogart Wealth LLC
Virginia
$43.9K +$18K +139 +69%
AF
421
Advisornet Financial
Minnesota
$40.1K +$259 +2 +0.6%
TWC
422
TD Waterhouse Canada
Ontario, Canada
$40K -$3.36K -26 -8%
RWA
423
Redmont Wealth Advisors
Illinois
$38.3K +$38.4K +297 New
NEWAS
424
N.E.W. Advisory Services
Wisconsin
$35K +$35.2K +272 New
Franklin Resources
425
Franklin Resources
California
$34.9K