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Vanguard Mega Cap Value ETF

178 hedge funds and large institutions have $1.95B invested in Vanguard Mega Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

20% more funds holding

Funds holding: 148178 (+30)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more capital invested

Capital invested by funds: $1.75B → $1.95B (+$196M)

0.48% more ownership

Funds ownership: 69.34%69.82% (+0.48%)

Holders
178
Holders Change
+30
Holders Change %
+20.27%
% of All Funds
3.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
37
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
51
Blue Edge Capital
Virginia
$3.17M -$7.03M -83,798 -70%
Goldman Sachs
52
Goldman Sachs
New York
$3.17M +$78.5K +936 +3%
SS
53
Simplicity Solutions
Minnesota
$3.03M +$469K +5,596 +19%
LWAC
54
Laurel Wealth Advisors (California)
California
$2.82M -$1.59K -19 -0.1%
CCA
55
Checchi Capital Advisers
California
$2.65M +$18.2K +217 +0.7%
DC
56
Derby & Company
Massachusetts
$2.65M +$2.55M +30,403 New
HWA
57
Hilltop Wealth Advisors
North Carolina
$2.56M +$2.46M +29,342 New
IFS
58
Ifrah Financial Services
Arkansas
$2.49M -$28.6K -341 -1%
ACI
59
Alpha Cubed Investments
California
$2.38M -$2.1K -25 -0.1%
CF
60
Centaurus Financial
California
$2.25M +$214K +2,550 +11%
BOH
61
Bank of Hawaii
Hawaii
$2.17M
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$2.06M +$1.98M +23,590 New
BWA
63
BDO Wealth Advisors
Florida
$2.04M -$26.2K -312 -1%
TPA
64
Trivium Point Advisory
Connecticut
$1.98M +$493K +5,881 +35%
SIA
65
Strategic Investment Advisors
Michigan
$1.96M +$600K +7,156 +47%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.91M -$91.7K -1,093 -5%
AG
67
Advisor Group
Arizona
$1.53M -$26.2K -312 -2%
APA
68
American Portfolios Advisors
New York
$1.49M +$494K +5,891 +53%
FHC
69
First Heartland Consultants
Missouri
$1.35M -$54.2K -646 -4%
VC
70
Vicus Capital
Pennsylvania
$1.25M -$26.7K -318 -2%
PB
71
Pinnacle Bancorp
Nebraska
$1.12M +$23.5K +280 +2%
MIAN
72
Mariner Independent Advisor Network
Kansas
$1.1M
CAG
73
Csenge Advisory Group
Florida
$1.05M -$113K -1,342 -10%
Citigroup
74
Citigroup
New York
$971K +$227K +2,710 +32%
PIA
75
Pinion Investment Advisors
Kansas
$948K +$14.5K +173 +2%