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Vanguard Mega Cap Value ETF

327 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,060% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $10K

29% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0.25% more ownership

Funds ownership: 72.09%72.34% (+0.25%)

0% less funds holding

Funds holding: 328327 (-1)

3% less capital invested

Capital invested by funds: $4.34B → $4.23B (-$110M)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
129
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$23.9M +$1.51M +14,379 +6%
BIA
27
BHK Investment Advisors
Alabama
$23.7M +$225K +2,150 +0.9%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$23.4M +$903K +8,613 +4%
SIA
29
Strategic Investment Advisors
Michigan
$22.4M -$24.9M -237,472 -52%
ZC
30
Zeit Capital
Colorado
$22.2M +$14.5K +138 +0.1%
ONB
31
Old National Bancorp
Indiana
$21.9M +$839K +7,999 +4%
AAS
32
Avantax Advisory Services
Texas
$21.1M -$106K -1,010 -0.5%
Stifel Financial
33
Stifel Financial
Missouri
$21M +$533K +5,080 +3%
KAS
34
Kestra Advisory Services
Texas
$19.8M +$829K +7,907 +4%
SC
35
Savant Capital
Illinois
$19.2M -$798K -7,607 -4%
CA
36
Capital Advantage
California
$16.9M -$185K -1,763 -1%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$16.2M -$2.53M -24,145 -13%
SVCP
38
Silicon Valley Capital Partners
California
$15.7M -$24.2M -230,579 -60%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$14.5M +$225K +2,150 +2%
CAM
40
Cresset Asset Management
Illinois
$12.6M +$1.68K +16 +0%
CFD
41
Creative Financial Designs
Indiana
$12.6M +$1.12M +10,643 +9%
PA
42
Procyon Advisors
Connecticut
$11.8M +$1.95M +18,577 +19%
LIM
43
Leavell Investment Management
Alabama
$11.8M -$259K -2,468 -2%
EPP
44
ETF Portfolio Partners
Kansas
$11.1M +$468K +4,460 +4%
US Bancorp
45
US Bancorp
Minnesota
$9.97M +$300K +2,858 +3%
BEC
46
Blue Edge Capital
Virginia
$9.63M -$2.82M -26,864 -22%
9WM
47
9258 Wealth Management
Ohio
$9.55M +$303K +2,894 +3%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$9.41M +$1.67M +15,897 +21%
JP Morgan Chase
49
JP Morgan Chase
New York
$9.33M -$2.51M -23,952 -21%
PAG
50
Private Advisor Group
New Jersey
$9.16M -$42.9K -409 -0.5%