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Vanguard Mega Cap Value ETF

139 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 34

14% more capital invested

Capital invested by funds: $1.4B → $1.6B (+$201M)

0.22% more ownership

Funds ownership: 69.26%69.48% (+0.22%)

3% less funds holding

Funds holding: 143139 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.01%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
12
Increased
63
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthShield Partners
North Carolina
$6.37M
ONB
27
Old National Bancorp
Indiana
$5.78M -$1.04M -13,553 -15%
PFM
28
Phillips Financial Management
Indiana
$5.5M -$213K -2,791 -4%
FAIM
29
Financial Advocates Investment Management
Washington
$5.41M +$68.1K +891 +1%
UCFA
30
United Capital Financial Advisors
Texas
$4.84M +$392K +5,133 +9%
WB
31
WesBanco Bank
West Virginia
$4.83M +$156K +2,040 +3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.68M +$347K +4,545 +8%
PAG
33
Private Advisor Group
New Jersey
$4.52M -$285K -3,728 -6%
FC
34
Ferris Capital
Massachusetts
$4.03M +$2.5M +32,727 +173%
SI
35
Stephens Inc
Arkansas
$4.02M +$234K +3,062 +6%
PD
36
Planning Directions
Pennsylvania
$3.96M +$121K +1,583 +3%
Goldman Sachs
37
Goldman Sachs
New York
$3.94M +$761K +9,954 +25%
BDF
38
Black Diamond Financial
Maryland
$3.81M -$182K -2,375 -5%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$3.74M +$3.66M +47,875 New
FHC
40
First Heartland Consultants
Missouri
$3.72M -$297K -3,881 -8%
M&T Bank
41
M&T Bank
New York
$3.47M -$2.37K -31 -0.1%
US Bancorp
42
US Bancorp
Minnesota
$3.47M +$356K +4,658 +12%
JP Morgan Chase
43
JP Morgan Chase
New York
$3.44M +$3.2M +41,892 +1,962%
DADC
44
D.A. Davidson & Co
Montana
$3.26M +$112K +1,459 +4%
NNP
45
Nachman Norwood & Parrott
South Carolina
$3.19M -$128K -1,676 -4%
ECM
46
ETrade Capital Management
Virginia
$3.16M +$495K +6,482 +19%
SPC
47
Sigma Planning Corp
Michigan
$2.79M +$2.73M +35,768 New
ACI
48
Alpha Cubed Investments
California
$2.62M -$214K -2,798 -8%
CCA
49
Checchi Capital Advisers
California
$2.55M -$30.2K -395 -1%
LWAC
50
Laurel Wealth Advisors (California)
California
$2.51M -$1.6K -21 -0.1%