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Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$45.6M +$665K +4,971 +2%
Stifel Financial
27
Stifel Financial
Missouri
$45.2M +$1.11M +8,314 +3%
SIA
28
Strategic Investment Advisors
Michigan
$44M -$42M -314,024 -100%
PCG
29
Prosperity Consulting Group
Maryland
$41M +$39.8M +297,440 New
PFA
30
Pure Financial Advisors
California
$40.4M +$1.26M +9,391 +3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$39.6M +$27.1M +202,673 +239%
AA
32
Apriem Advisors
California
$34.2M +$3.08M +23,059 +10%
BWP
33
Bernardo Wealth Planning
Pennsylvania
$30.4M -$2.1M -15,729 -7%
SAM
34
Smartleaf Asset Management
Massachusetts
$29.1M +$561K +4,194 +2%
BIA
35
BHK Investment Advisors
Alabama
$27.9M -$140K -1,050 -0.5%
CA
36
Capital Advantage
California
$27.3M -$132K -985 -0.5%
ICMM
37
Integrated Capital Management (Michigan)
Michigan
$27.3M +$26.1M +195,249 New
BPAMU
38
BTG Pactual Asset Management US
New York
$26.7M +$770K +5,754 +3%
ZC
39
Zeit Capital
Colorado
$26.2M -$106K -796 -0.4%
EPP
40
ETF Portfolio Partners
Kansas
$23.5M +$136K +1,018 +0.6%
MML Investors Services
41
MML Investors Services
Massachusetts
$23.4M -$38.7M -289,192 -63%
LIM
42
Leavell Investment Management
Alabama
$23.4M +$743K +5,553 +3%
BEC
43
Blue Edge Capital
Virginia
$22.7M -$409K -3,059 -2%
AWM
44
Avior Wealth Management
Nebraska
$22.3M +$3.58M +26,771 +20%
GK
45
Graney & King
New York
$22M +$1.69M +12,631 +9%
SC
46
Savant Capital
Illinois
$22M +$314K +2,346 +1%
AFA
47
AllGen Financial Advisors
Florida
$21.6M +$2.16M +16,111 +11%
AA
48
Armis Advisers
Georgia
$21.3M +$20.8M +155,553 New
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$21.1M +$582K +4,348 +3%
TAM
50
Titleist Asset Management
Texas
$21.1M +$2.29M +17,089 +13%