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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.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$227M)

0% more funds holding

Funds holding: 227228 (+1)

0.22% more ownership

Funds ownership: 70.17%70.4% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.97%
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 Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$6.41M -$77.5K -780 -1%
PAG
52
Private Advisor Group
New Jersey
$6.09M +$299K +3,009 +5%
EWA
53
EP Wealth Advisors
California
$5.89M -$1.01M -10,121 -15%
LIM
54
Leavell Investment Management
Alabama
$5.88M
PD
55
Planning Directions
Pennsylvania
$5.76M -$182K -1,832 -3%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.51M +$68.1K +686 +1%
CFAM
57
Center For Asset Management
Florida
$5.39M -$283K -2,852 -5%
DADC
58
D.A. Davidson & Co
Montana
$5.32M +$47.3K +476 +0.9%
UCFA
59
United Capital Financial Advisors
Texas
$5.03M -$163K -1,644 -3%
CCA
60
Checchi Capital Advisers
California
$4.73M -$2.14M -21,499 -31%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$4.45M +$207K +2,088 +5%
EWA
62
Encompass Wealth Advisors
Oregon
$4.34M +$202K +2,037 +5%
JP Morgan Chase
63
JP Morgan Chase
New York
$4.33M +$165K +1,660 +4%
EWM
64
Empirical Wealth Management
Washington
$4.07M +$365K +3,673 +10%
NNP
65
Nachman Norwood & Parrott
South Carolina
$3.92M -$17.5K -176 -0.4%
ACI
66
Alpha Cubed Investments
California
$3.63M -$327K -3,297 -8%
RA
67
Resolute Advisors
California
$3.38M +$18.4K +185 +0.5%
RGC
68
Roberts, Glore & Co
Illinois
$3.09M -$274K -2,759 -8%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$2.98M +$885K +8,910 +42%
HCP
70
Holt Capital Partners
Texas
$2.97M +$500K +5,030 +20%
LWMG
71
Levy Wealth Management Group
Pennsylvania
$2.86M -$55K -554 -2%
SFP
72
Strategic Financial Partners
Oregon
$2.81M +$150K +1,515 +6%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$2.8M +$1.83M +18,390 +189%
CF
74
Centaurus Financial
California
$2.74M +$773K +7,780 +40%
NFG
75
Next Financial Group
Texas
$2.53M -$153K -1,539 -6%