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Vanguard Mega Cap Value ETF

228 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
23
Increased
89
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$6.41M 64,329 -780 -1%
PAG
52
Private Advisor Group
New Jersey
$6.1M 61,186 +3,009 +5%
EWA
53
EP Wealth Advisors
California
$5.89M 59,140 -10,121 -15%
LIM
54
Leavell Investment Management
Alabama
$5.88M 61,785
PD
55
Planning Directions
Pennsylvania
$5.76M 57,793 -1,832 -3%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.51M 55,311 +686 +1%
CFAM
57
Center For Asset Management
Florida
$5.39M 54,068 -2,852 -5%
DADC
58
D.A. Davidson & Co
Montana
$5.32M 53,400 +476 +0.9%
UCFA
59
United Capital Financial Advisors
Texas
$5.03M 50,461 -1,644 -3%
CCA
60
Checchi Capital Advisers
California
$4.73M 47,452 -21,499 -31%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$4.45M 44,685 +2,088 +5%
EWA
62
Encompass Wealth Advisors
Oregon
$4.34M 43,550 +2,037 +5%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$4.33M 43,471 +1,660 +4%
EWM
64
Empirical Wealth Management
Washington
$4.07M 40,852 +3,673 +10%
NNP
65
Nachman Norwood & Parrott
South Carolina
$3.92M 39,345 -176 -0.4%
ACI
66
Alpha Cubed Investments
California
$3.63M 36,445 -3,297 -8%
RA
67
Resolute Advisors
California
$3.38M 33,966 +185 +0.5%
RGC
68
Roberts, Glore & Co
Illinois
$3.09M 31,032 -2,759 -8%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$2.98M 29,900 +8,910 +42%
HCP
70
Holt Capital Partners
Texas
$2.97M 29,835 +5,030 +20%
LWMG
71
Levy Wealth Management Group
Pennsylvania
$2.86M 28,737 -554 -2%
SFP
72
Strategic Financial Partners
Oregon
$2.81M 28,158 +1,515 +6%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$2.8M 28,100 +18,390 +189%
CF
74
Centaurus Financial
California
$2.74M 27,460 +7,780 +40%
NFG
75
Next Financial Group
Texas
$2.53M 25,354 -1,539 -6%