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Vanguard Mega Cap Value ETF

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $465K

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

18% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 95

3% more funds holding

Funds holding: 293302 (+9)

0.3% more ownership

Funds ownership: 72.69%72.99% (+0.3%)

0% less capital invested

Capital invested by funds: $3.91B → $3.9B (-$6.14M)

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.09%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
26
Blue Edge Capital
Virginia
$21.8M +$959K +9,361 +4%
MWA
27
MFA Wealth Advisors
Pennsylvania
$21.3M +$22.7M +221,595 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$21.2M +$1.19M +11,571 +6%
MML Investors Services
29
MML Investors Services
Massachusetts
$20.1M +$13.9M +135,644 +186%
MIC
30
Means Investment Company
Maine
$20M +$1.85M +18,099 +10%
BWP
31
Bernardo Wealth Planning
Pennsylvania
$19.2M +$155K +1,513 +0.8%
KAS
32
Kestra Advisory Services
Texas
$19M +$3.15M +30,761 +18%
WAM
33
WNY Asset Management
New York
$18.8M +$4.48M +43,773 +29%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$16M +$835K +8,149 +5%
AAS
35
Avantax Advisory Services
Texas
$14.8M +$1.31M +12,789 +9%
CA
36
Capital Advantage
California
$14.7M +$364K +3,556 +2%
PPWM
37
PFG Private Wealth Management
Florida
$13.6M +$563K +5,500 +4%
ONB
38
Old National Bancorp
Indiana
$13.2M -$662K -6,460 -4%
SIA
39
Strategic Investment Advisors
Michigan
$12.7M +$447K +4,361 +3%
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$12M +$8.06M +78,676 +170%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$11.1M -$862K -8,413 -7%
LIM
42
Leavell Investment Management
Alabama
$10.7M +$1.28M +12,541 +13%
DWP
43
Destiny Wealth Partners
Florida
$10.4M +$723K +7,056 +7%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$9.92M +$1.03M +10,026 +11%
AWM
45
Avior Wealth Management
Nebraska
$9.38M +$34.9K +341 +0.4%
Stifel Financial
46
Stifel Financial
Missouri
$8.79M -$44.4K -434 -0.5%
SCM
47
SOL Capital Management
Maryland
$8.75M -$146K -1,426 -2%
US Bancorp
48
US Bancorp
Minnesota
$8.71M -$75.3K -735 -0.8%
PA
49
Procyon Advisors
Connecticut
$8.64M +$872K +8,517 +10%
SAMT
50
Select Asset Management & Trust
Pennsylvania
$8.3M -$5.41M -52,860 -38%