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Vanguard Mega Cap Value ETF

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $465K

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

18% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 95

3% more funds holding

Funds holding: 293302 (+9)

0.3% more ownership

Funds ownership: 72.69%72.99% (+0.3%)

0% less capital invested

Capital invested by funds: $3.91B → $3.9B (-$6.14M)

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.09%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
51
Transparent Wealth Partners
Arkansas
$8.01M +$8.53M +83,285 New
SI
52
Stephens Inc
Arkansas
$7.97M +$33.1K +323 +0.4%
PAG
53
Private Advisor Group
New Jersey
$7.82M +$98.4K +961 +1%
CAN
54
Cetera Advisor Networks
California
$7.43M +$6.19M +60,432 +359%
CFD
55
Creative Financial Designs
Indiana
$6.98M +$7.44M +72,611 New
HWM
56
HB Wealth Management
Georgia
$6.97M -$14.5K -142 -0.2%
CP
57
Capital Planning
Washington
$6.66M -$68.1K -665 -1%
TCBWMS
58
Texas Capital Bank Wealth Management Services
Texas
$6.55M -$248K -2,425 -3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$6.49M +$1.6M +15,576 +30%
PD
60
Planning Directions
Pennsylvania
$6.27M +$594K +5,797 +10%
PFM
61
Phillips Financial Management
Indiana
$6M -$114K -1,116 -2%
JP Morgan Chase
62
JP Morgan Chase
New York
$6M +$316K +3,081 +5%
WP
63
WealthShield Partners
North Carolina
$5.93M -$167K -1,633 -3%
KCM
64
Karp Capital Management
California
$5.8M +$6.18M +60,319 New
DADC
65
D.A. Davidson & Co
Montana
$5.78M +$162K +1,581 +3%
FIA
66
Foundations Investment Advisors
Arizona
$5.7M +$6.07M +59,242 New
NYLIM
67
New York Life Investment Management
New York
$5.55M -$5.31M -51,803 -47%
Goldman Sachs
68
Goldman Sachs
New York
$5.42M +$5.08M +49,615 +732%
AWS
69
Atria Wealth Solutions
New York
$5.41M +$279K +2,725 +5%
CFAM
70
Center For Asset Management
Florida
$5.26M +$42K +410 +0.8%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.11M +$847K +8,269 +19%
VBWMG
72
Von Berge Wealth Management Group
California
$4.99M +$489K +4,774 +10%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.82M +$2.73M +26,622 +113%
CCA
74
Checchi Capital Advisers
California
$4.77M -$2.05M -19,988 -30%
UCFA
75
United Capital Financial Advisors
Texas
$4.74M +$171K +1,672 +4%