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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
426
GoalVest Advisory
New York
$16.5K +$17K +132 New
RIL
427
Rothschild Investment LLC
Illinois
$16K
FFA
428
Founders Financial Alliance
North Carolina
$13.1K
NB
429
NBT Bank
New York
$13.1K
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K +$129 +1 +1%
CSB
431
City State Bank
Iowa
$12.5K
TFGT
432
TS Financial Group (TSFG)
Illinois
$12K
KWAG
433
Kiely Wealth Advisory Group
North Carolina
$11.5K
MCM
434
Mainstream Capital Management
California
$11.2K +$11.6K +90 New
VWM
435
Valley Wealth Managers
New Jersey
$10.9K
OP
436
ORG Partners
Indiana
$10.1K +$10.5K +81 New
IA
437
IFG Advisory
Georgia
$10K +$1.29M +10,000 New
FCT
438
First Community Trust
Iowa
$9.99K
Q1WB
439
Quest 10 Wealth Builders
Virginia
$9.62K +$9.94K +77 New
BF
440
BOK Financial
Oklahoma
$6.8K -$903 -7 -11%
SAM
441
Synergy Asset Management
Washington
$6.8K +$6.84K +53 New
KFI
442
Key Financial Inc
Pennsylvania
$5.62K
GM
443
GeoWealth Management
Illinois
$2.37K
EB
444
Eastern Bank
Massachusetts
$2.12K
CPBTD
445
Central Pacific Bank - Trust Division
Hawaii
$2.12K +$2.19K +17 New
WBC
446
West Branch Capital
Massachusetts
$2K +$2.06K +16 New
GFPC
447
Global Financial Private Client
Florida
$1.75K
BA
448
Bellwether Advisors
Nebraska
$1.5K +$1.55K +12 New
PCFFS
449
Pacific Center for Financial Services
California
$1.5K +$1.55K +12 New
TCM
450
TruNorth Capital Management
Michigan
$999