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Vanguard Mega Cap Value ETF

144 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $1.6B → $1.75B (+$141M)

4% more funds holding

Funds holding: 139144 (+5)

0.71% more ownership

Funds ownership: 69.48%70.2% (+0.71%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
16
Increased
53
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Alexandria Capital
Virginia
$8.14M +$124K +1,565 +2%
SCM
27
SOL Capital Management
Maryland
$7.86M -$18.6K -235 -0.2%
WP
28
WealthShield Partners
North Carolina
$6.48M -$87.1K -1,100 -1%
Stifel Financial
29
Stifel Financial
Missouri
$5.94M +$4.84M +61,104 +484%
PFM
30
Phillips Financial Management
Indiana
$5.63M -$24.4K -308 -0.4%
FC
31
Ferris Capital
Massachusetts
$5.01M +$835K +10,534 +20%
UCFA
32
United Capital Financial Advisors
Texas
$4.99M -$6.34K -80 -0.1%
WB
33
WesBanco Bank
West Virginia
$4.98M -$6.02K -76 -0.1%
PAG
34
Private Advisor Group
New Jersey
$4.83M +$160K +2,017 +3%
PD
35
Planning Directions
Pennsylvania
$4.35M +$262K +3,307 +7%
SI
36
Stephens Inc
Arkansas
$4.17M +$26.8K +338 +0.7%
BDF
37
Black Diamond Financial
Maryland
$4.11M +$183K +2,313 +5%
US Bancorp
38
US Bancorp
Minnesota
$4.06M +$473K +5,974 +13%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$3.82M -$29.3K -370 -0.8%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.57M +$43.7K +552 +1%
M&T Bank
41
M&T Bank
New York
$3.57M -$13.3K -168 -0.4%
ECM
42
ETrade Capital Management
Virginia
$3.56M +$294K +3,715 +9%
DADC
43
D.A. Davidson & Co
Montana
$3.36M -$8.48K -107 -0.3%
NNP
44
Nachman Norwood & Parrott
South Carolina
$3.23M -$54.3K -685 -2%
SPC
45
Sigma Planning Corp
Michigan
$2.92M +$40.2K +508 +1%
Goldman Sachs
46
Goldman Sachs
New York
$2.85M -$1.19M -15,054 -30%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.84M +$612K +7,728 +28%
CCA
48
Checchi Capital Advisers
California
$2.63M -$475 -6 -0%
LWAC
49
Laurel Wealth Advisors (California)
California
$2.59M -$1.58K -20 -0.1%
IFS
50
Ifrah Financial Services
Arkansas
$2.38M -$1.27K -16 -0.1%