We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $620K

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 302303 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

1.21% less ownership

Funds ownership: 72.99%71.78% (-1.2%)

9% less capital invested

Capital invested by funds: $3.9B → $3.55B (-$353M)

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.22%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
SOL Capital Management
Maryland
$8.19M +$16.7K +170 +0.2%
US Bancorp
52
US Bancorp
Minnesota
$8.15M +$1.87K +19 +0%
SI
53
Stephens Inc
Arkansas
$7.52M +$72.6K +739 +0.9%
PAG
54
Private Advisor Group
New Jersey
$7.41M +$101K +1,024 +1%
CFD
55
Creative Financial Designs
Indiana
$6.87M +$374K +3,803 +5%
SAMT
56
Select Asset Management & Trust
Pennsylvania
$6.85M -$986K -10,037 -12%
CP
57
Capital Planning
Washington
$6.5M +$243K +2,474 +4%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$6.38M +$333K +3,395 +5%
TCBWMS
59
Texas Capital Bank Wealth Management Services
Texas
$6.07M -$59.6K -607 -0.9%
HWM
60
HB Wealth Management
Georgia
$6.04M -$515K -5,240 -7%
PD
61
Planning Directions
Pennsylvania
$5.98M +$129K +1,316 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$5.94M +$1.31M +13,307 +25%
JJBC
63
James J. Burns & Company
New York
$5.91M +$6.46M +65,725 New
JP Morgan Chase
64
JP Morgan Chase
New York
$5.88M +$293K +2,984 +5%
CW
65
CreativeOne Wealth
Kansas
$5.85M +$6.39M +65,102 New
CCA
66
Checchi Capital Advisers
California
$5.73M +$1.6M +16,277 +34%
WP
67
WealthShield Partners
North Carolina
$5.58M
TWP
68
Transparent Wealth Partners
Arkansas
$5.58M -$2.09M -21,254 -26%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$5.56M -$5.26M -53,505 -46%
PFM
70
Phillips Financial Management
Indiana
$5.54M -$77.7K -791 -1%
DADC
71
D.A. Davidson & Co
Montana
$5.52M +$138K +1,400 +2%
CFAM
72
Center For Asset Management
Florida
$5.29M +$411K +4,180 +8%
Goldman Sachs
73
Goldman Sachs
New York
$5.15M +$85K +865 +2%
VBWMG
74
Von Berge Wealth Management Group
California
$5.01M +$264K +2,685 +5%
Wealthfront Advisers
75
Wealthfront Advisers
California
$4.82M +$906K +9,223 +21%