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Vanguard Mega Cap Value ETF

421 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$35.8M +$2.45M +19,838 +8%
SIA
27
Strategic Investment Advisors
Michigan
$32.6M +$1.45M +11,763 +5%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$29.9M -$1.67M -13,555 -6%
BPA
29
Beacon Pointe Advisors
California
$29.2M -$1.85M -14,990 -6%
BIA
30
BHK Investment Advisors
Alabama
$29.2M -$254K -2,057 -0.9%
ZC
31
Zeit Capital
Colorado
$27.2M -$310K -2,507 -1%
SAM
32
Smartleaf Asset Management
Massachusetts
$26.5M +$159K +1,288 +0.6%
AAS
33
Avantax Advisory Services
Texas
$26.1M -$544K -4,405 -2%
RWA
34
Redhawk Wealth Advisors
Minnesota
$25.6M +$24.6M +199,206 New
CA
35
Capital Advantage
California
$25.3M -$193K -1,566 -0.8%
BPAMU
36
BTG Pactual Asset Management US
New York
$25M +$24.1M +195,051 New
SC
37
Savant Capital
Illinois
$22.8M +$6.94M +56,245 +46%
ONB
38
Old National Bancorp
Indiana
$21.2M -$916K -7,421 -4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$21M +$202K +1,637 +1%
MFG
40
Marmo Financial Group
Tennessee
$20.7M +$9.55M +77,368 +92%
HI
41
Harbour Investments
Wisconsin
$20.6M +$1.29M +10,468 +7%
BEC
42
Blue Edge Capital
Virginia
$19.2M +$1.98M +16,019 +12%
SCM
43
Sheridan Capital Management
California
$18.5M -$31.4K -254 -0.2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$18.2M +$1.43M +11,567 +9%
LIM
45
Leavell Investment Management
Alabama
$17.4M +$702K +5,689 +4%
BWM
46
Brophy Wealth Management
New Hampshire
$16.7M +$16.1M +130,530 New
AWM
47
Avior Wealth Management
Nebraska
$16.1M +$3.64M +29,501 +31%
CAM
48
Cresset Asset Management
Illinois
$16M +$55.4K +449 +0.4%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$14.7M -$2.91M -23,556 -17%
JP Morgan Chase
50
JP Morgan Chase
New York
$14.1M -$3.12M -25,234 -19%