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Vanguard Mega Cap Value ETF

178 hedge funds and large institutions have $1.95B invested in Vanguard Mega Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

20% more funds holding

Funds holding: 148178 (+30)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more capital invested

Capital invested by funds: $1.75B → $1.95B (+$196M)

0.48% more ownership

Funds ownership: 69.34%69.82% (+0.48%)

Holders
178
Holders Change
+30
Holders Change %
+20.27%
% of All Funds
3.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
37
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
26
Texas Capital Bank Wealth Management Services
Texas
$10.7M +$10.3M +123,280 New
SC
27
Savant Capital
Illinois
$10.5M -$191K -2,272 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$9.51M +$293K +3,493 +3%
SCM
29
SOL Capital Management
Maryland
$8.94M +$138K +1,650 +2%
AC
30
Alexandria Capital
Virginia
$8.69M -$154K -1,832 -2%
WP
31
WealthShield Partners
North Carolina
$7.02M
PFM
32
Phillips Financial Management
Indiana
$5.93M -$114K -1,360 -2%
BDF
33
Black Diamond Financial
Maryland
$5.71M +$1.12M +13,321 +26%
PD
34
Planning Directions
Pennsylvania
$5.65M +$192K +2,292 +4%
WB
35
WesBanco Bank
West Virginia
$5.54M
SL
36
Systelligence LLC
Minnesota
$5.52M +$5.31M +63,305 New
UCFA
37
United Capital Financial Advisors
Texas
$5.36M +$14.1K +168 +0.3%
PAG
38
Private Advisor Group
New Jersey
$5.19M +$87.3K +1,041 +2%
US Bancorp
39
US Bancorp
Minnesota
$4.93M +$164K +1,954 +4%
JP Morgan Chase
40
JP Morgan Chase
New York
$4.79M +$118K +1,406 +3%
SI
41
Stephens Inc
Arkansas
$4.58M -$111K -1,323 -2%
SFP
42
Strategic Financial Partners
Oregon
$4.22M +$4.06M +48,450 New
FC
43
Ferris Capital
Massachusetts
$4.15M -$2.27M -27,079 -36%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$4.11M -$9.22K -110 -0.2%
ECM
45
ETrade Capital Management
Virginia
$4.03M +$29.2K +348 +0.8%
SPC
46
Sigma Planning Corp
Michigan
$3.63M +$134K +1,597 +4%
DADC
47
D.A. Davidson & Co
Montana
$3.61M +$7.88K +94 +0.2%
AWM
48
AE Wealth Management
Kansas
$3.4M +$722K +8,604 +28%
RGC
49
Roberts, Glore & Co
Illinois
$3.31M +$960K +11,443 +43%
NNP
50
Nachman Norwood & Parrott
South Carolina
$3.25M -$206K -2,462 -6%