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Vanguard Mega Cap Value ETF

228 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$227M)

0% more funds holding

Funds holding: 227228 (+1)

0.22% more ownership

Funds ownership: 70.17%70.4% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.97%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
23
Increased
89
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$23.5M +$5.59M +56,292 +31%
CA
27
Capital Advantage
California
$19.2M +$309K +3,111 +2%
SVCP
28
Silicon Valley Capital Partners
California
$18.4M +$2.55M +25,679 +16%
ONB
29
Old National Bancorp
Indiana
$17.1M -$918K -9,242 -5%
BWP
30
Bernardo Wealth Planning
Pennsylvania
$16.4M +$6.21M +62,480 +61%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$15.6M +$2.69M +27,094 +21%
FWM
32
Filbrandt Wealth Management
Wisconsin
$14.9M -$116K -1,164 -0.8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$14.6M -$3.84M -38,628 -21%
BEC
34
Blue Edge Capital
Virginia
$13.5M +$725K +7,303 +6%
MIC
35
Means Investment Company
Maine
$13.4M +$3.12M +31,434 +31%
PMAS
36
PNC Managed Account Solutions
Texas
$12.2M +$12.1M +122,137 New
SIA
37
Strategic Investment Advisors
Michigan
$11.7M -$782K -7,875 -6%
AWM
38
Avior Wealth Management
Nebraska
$11.3M -$601K -6,050 -5%
NYLIM
39
New York Life Investment Management
New York
$10.2M +$1.68M +16,885 +20%
SC
40
Savant Capital
Illinois
$10M -$296K -2,983 -3%
DWP
41
Destiny Wealth Partners
Florida
$9.41M -$750K -7,546 -7%
SCM
42
SOL Capital Management
Maryland
$9.37M -$271K -2,730 -3%
US Bancorp
43
US Bancorp
Minnesota
$9.36M +$654K +6,582 +8%
Stifel Financial
44
Stifel Financial
Missouri
$8.91M +$43.5K +438 +0.5%
AC
45
Alexandria Capital
Virginia
$7.76M -$452K -4,554 -6%
TCBWMS
46
Texas Capital Bank Wealth Management Services
Texas
$7.59M
HB
47
Homrich & Berg
Georgia
$7.21M -$9.83K -99 -0.1%
SI
48
Stephens Inc
Arkansas
$7.13M +$310K +3,119 +5%
WB
49
WesBanco Bank
West Virginia
$6.92M
CP
50
Capital Planning
Washington
$6.66M +$296K +2,980 +5%