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Vanguard Mega Cap Value ETF

148 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

3% more funds holding

Funds holding: 144148 (+4)

0% more capital invested

Capital invested by funds: $1.75B → $1.75B (+$7.11M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.85% less ownership

Funds ownership: 70.2%69.34% (-0.85%)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
51
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Checchi Capital Advisers
California
$2.46M -$193K -2,400 -7%
SS
52
Simplicity Solutions
Minnesota
$2.38M +$284K +3,537 +14%
IFS
53
Ifrah Financial Services
Arkansas
$2.36M -$51.3K -638 -2%
ACI
54
Alpha Cubed Investments
California
$2.22M +$68.3K +850 +3%
RGC
55
Roberts, Glore & Co
Illinois
$2.16M -$32.9K -409 -2%
BOH
56
Bank of Hawaii
Hawaii
$2.03M
BWA
57
BDO Wealth Advisors
Florida
$1.93M -$54.4K -677 -3%
CF
58
Centaurus Financial
California
$1.89M +$320K +3,975 +21%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.88M -$81.3K -1,011 -4%
AG
60
Advisor Group
Arizona
$1.46M +$524K +6,524 +57%
TPA
61
Trivium Point Advisory
Connecticut
$1.32M +$9.4K +117 +0.7%
FHC
62
First Heartland Consultants
Missouri
$1.32M -$279K -3,466 -18%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.27M +$384K +4,779 +44%
SIA
64
Strategic Investment Advisors
Michigan
$1.24M -$29.7K -370 -2%
VC
65
Vicus Capital
Pennsylvania
$1.19M -$4.1K -51 -0.3%
CAG
66
Csenge Advisory Group
Florida
$1.09M +$1.07M +13,357 New
PB
67
Pinnacle Bancorp
Nebraska
$1.03M +$47.8K +595 +5%
MIAN
68
Mariner Independent Advisor Network
Kansas
$1.02M +$1.01M +12,516 New
APA
69
American Portfolios Advisors
New York
$912K +$170K +2,117 +23%
PIA
70
Pinion Investment Advisors
Kansas
$872K -$98.4K -1,224 -10%
BP
71
Ballentine Partners
Massachusetts
$871K
UBS AM
72
UBS AM
Illinois
$821K
TRCT
73
Tower Research Capital (TRC)
New York
$725K +$139K +1,735 +24%
AI
74
Atria Investments
North Carolina
$694K -$39.9K -496 -6%
Northern Trust
75
Northern Trust
Illinois
$689K -$14.9K -185 -2%