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Vanguard Mega Cap Value ETF

144 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $1.6B → $1.75B (+$141M)

4% more funds holding

Funds holding: 139144 (+5)

0.71% more ownership

Funds ownership: 69.48%70.2% (+0.71%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
16
Increased
53
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$2.21M -$3.31M -41,823 -60%
AWM
52
AE Wealth Management
Kansas
$2.21M +$1.44M +18,220 +198%
RGC
53
Roberts, Glore & Co
Illinois
$2.17M -$16.6K -210 -0.8%
ACI
54
Alpha Cubed Investments
California
$2.13M -$560K -7,072 -21%
SS
55
Simplicity Solutions
Minnesota
$2.06M +$1.21M +15,212 +146%
BOH
56
Bank of Hawaii
Hawaii
$2M +$111K +1,395 +6%
BWA
57
BDO Wealth Advisors
Florida
$1.97M -$211K -2,658 -10%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.94M -$51K -644 -3%
Jane Street
59
Jane Street
New York
$1.87M +$1.84M +23,212 New
QI
60
QS Investors
New York
$1.78M -$39.3K -496 -2%
FHC
61
First Heartland Consultants
Missouri
$1.58M -$2.22M -28,066 -59%
CF
62
Centaurus Financial
California
$1.55M +$1.41M +17,823 +1,259%
TPA
63
Trivium Point Advisory
Connecticut
$1.34M +$251K +3,173 +23%
SIA
64
Strategic Investment Advisors
Michigan
$1.28M +$1.24M +15,644 New
VC
65
Vicus Capital
Pennsylvania
$1.18M -$35.7K -451 -3%
PB
66
Pinnacle Bancorp
Nebraska
$966K +$23.8K +300 +3%
PIA
67
Pinion Investment Advisors
Kansas
$960K -$156K -1,969 -14%
AG
68
Advisor Group
Arizona
$913K -$10.9K -137 -1%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$867K +$854K +10,775 New
BP
70
Ballentine Partners
Massachusetts
$861K
UBS AM
71
UBS AM
Illinois
$812K +$87.2K +1,101 +12%
APA
72
American Portfolios Advisors
New York
$731K +$325K +4,106 +83%
AI
73
Atria Investments
North Carolina
$703K +$161K +2,036 +29%
Northern Trust
74
Northern Trust
Illinois
$696K +$22.2K +280 +3%
Citigroup
75
Citigroup
New York
$678K