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Vanguard Mega Cap Value ETF

177 hedge funds and large institutions have $2.05B invested in Vanguard Mega Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
20
Increased
73
Reduced
48
Closed
11
Calls
$706K
Puts
Net Calls
+$706K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$8.87M -$107K -1,396 -1%
SC
27
Savant Capital
Illinois
$8.43M -$116K -1,518 -1%
OAJ
28
Ogorek Anthony Joseph
New York
$7.58M +$34.5K +450 +0.5%
TCBWMS
29
Texas Capital Bank Wealth Management Services
Texas
$7.46M -$822K -10,719 -10%
SCM
30
SOL Capital Management
Maryland
$7.43M -$199K -2,599 -3%
Stifel Financial
31
Stifel Financial
Missouri
$7.15M -$1.22M -15,915 -15%
AC
32
Alexandria Capital
Virginia
$6.82M -$403K -5,251 -6%
BWP
33
Bernardo Wealth Planning
Pennsylvania
$6.51M +$800K +10,435 +14%
HB
34
Homrich & Berg
Georgia
$5.41M +$5.09M +66,416 +1,604%
NFG
35
NewFocus Financial Group
Washington
$5.37M +$3.54M +46,211 +195%
WP
36
WealthShield Partners
North Carolina
$5.34M
PFM
37
Phillips Financial Management
Indiana
$5.26M +$38.8K +506 +0.7%
WB
38
WesBanco Bank
West Virginia
$5.18M +$5.68K +74 +0.1%
US Bancorp
39
US Bancorp
Minnesota
$4.89M +$329K +4,295 +7%
SI
40
Stephens Inc
Arkansas
$4.87M +$27.9K +364 +0.6%
PD
41
Planning Directions
Pennsylvania
$4.35M -$244K -3,176 -5%
UCFA
42
United Capital Financial Advisors
Texas
$4M -$146K -1,899 -4%
PAG
43
Private Advisor Group
New Jersey
$3.87M +$292K +3,804 +8%
ECM
44
ETrade Capital Management
Virginia
$3.84M +$89.9K +1,172 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$3.58M +$2.86M +37,295 +398%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$3.57M -$137K -1,780 -4%
M&T Bank
47
M&T Bank
New York
$3.36M -$30.2K -394 -0.9%
DADC
48
D.A. Davidson & Co
Montana
$3.36M +$11K +143 +0.3%
HF
49
HRT Financial
New York
$3.3M +$2.46M +32,092 +294%
LWAC
50
Laurel Wealth Advisors (California)
California
$3.29M +$265K +3,454 +9%