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Vanguard Mega Cap Value ETF

177 hedge funds and large institutions have $2.05B invested in Vanguard Mega Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.58%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
20
Increased
73
Reduced
48
Closed
11
Calls
$706K
Puts
Net Calls
+$706K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$3.16M -$1.13M -14,911 -26%
AWM
52
AE Wealth Management
Kansas
$3.1M +$234K +3,056 +8%
NNP
53
Nachman Norwood & Parrott
South Carolina
$3.04M -$10.7K -139 -0.3%
RGC
54
Roberts, Glore & Co
Illinois
$2.91M -$11.6K -151 -0.4%
SS
55
Simplicity Solutions
Minnesota
$2.88M +$306K +3,995 +12%
CCA
56
Checchi Capital Advisers
California
$2.55M +$48.6K +634 +2%
SIA
57
Strategic Investment Advisors
Michigan
$2.43M +$224K +2,920 +10%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$2.23M +$2.23M +29,047 New
SFP
59
Strategic Financial Partners
Oregon
$2.14M -$279K -3,643 -12%
IFS
60
Ifrah Financial Services
Arkansas
$2.14M -$27K -352 -1%
SPC
61
Sigma Planning Corp
Michigan
$2.08M -$2.22M -28,894 -52%
BOH
62
Bank of Hawaii
Hawaii
$1.9M
NYLIM
63
New York Life Investment Management
New York
$1.82M +$1.56M +20,285 +589%
HWA
64
Hilltop Wealth Advisors
North Carolina
$1.8M -$5.91K -77 -0.3%
ACI
65
Alpha Cubed Investments
California
$1.79M +$1.04M +13,533 +138%
FC
66
Ferris Capital
Massachusetts
$1.77M -$113K -1,476 -6%
NFG
67
Next Financial Group
Texas
$1.66M +$30.8K +402 +2%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.64M +$78K +1,017 +5%
TRCT
69
Tower Research Capital (TRC)
New York
$1.63M -$55.1K -719 -3%
HCP
70
Holt Capital Partners
Texas
$1.6M +$385K +5,025 +32%
BWA
71
BDO Wealth Advisors
Florida
$1.49M -$28.5K -371 -2%
APA
72
American Portfolios Advisors
New York
$1.47M +$31.7K +413 +2%
QI
73
QS Investors
New York
$1.45M +$18.7K +244 +1%
PA
74
Procyon Advisors
Connecticut
$1.44M +$109K +1,427 +8%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$1.26M -$736K -9,590 -37%