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Vanguard Mega Cap Value ETF

386 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 382386 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$29.5M +$2.28M +19,366 +8%
BPA
27
Beacon Pointe Advisors
California
$28.8M -$586K -4,981 -2%
SIA
28
Strategic Investment Advisors
Michigan
$28.8M +$986K +8,387 +4%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$28.7M -$1.67M -14,184 -6%
BIA
30
BHK Investment Advisors
Alabama
$27.2M -$1.05M -8,968 -4%
GA
31
Greytown Advisors
Florida
$27.1M -$737K -6,269 -3%
ZC
32
Zeit Capital
Colorado
$25.4M -$239K -2,029 -0.9%
AAS
33
Avantax Advisory Services
Texas
$24.7M +$1.29M +10,983 +6%
SAM
34
Smartleaf Asset Management
Massachusetts
$24.4M -$52K -442 -0.2%
CA
35
Capital Advantage
California
$23.6M +$2.46M +20,936 +12%
ONB
36
Old National Bancorp
Indiana
$20.5M -$2.55M -21,693 -11%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$19.2M +$151K +1,283 +0.8%
HI
38
Harbour Investments
Wisconsin
$17.7M +$2.35K +20 +0%
SCM
39
Sheridan Capital Management
California
$17.1M -$266K -2,263 -2%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$16.4M -$496K -4,216 -3%
JP Morgan Chase
41
JP Morgan Chase
New York
$16M -$2.19M -18,642 -12%
BEC
42
Blue Edge Capital
Virginia
$15.8M +$4.13M +35,139 +36%
LIM
43
Leavell Investment Management
Alabama
$15.5M +$738K +6,279 +5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$15.4M +$891K +7,580 +6%
CAM
45
Cresset Asset Management
Illinois
$14.8M -$70.5K -600 -0.5%
SVCP
46
Silicon Valley Capital Partners
California
$14.5M -$149K -1,267 -1%
SC
47
Savant Capital
Illinois
$14.4M -$7.14M -60,760 -33%
Goldman Sachs
48
Goldman Sachs
New York
$13.7M +$6.39M +54,319 +89%
Creative Planning
49
Creative Planning
Kansas
$12.5M -$59.6K -507 -0.5%
VBWMG
50
Von Berge Wealth Management Group
California
$12.4M +$62.8K +534 +0.5%