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Vanguard Mega Cap Value ETF

328 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $430K

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 112

0.65% more ownership

Funds ownership: 71.44%72.09% (+0.65%)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$21M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 333328 (-5)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.15%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
28
Increased
117
Reduced
112
Closed
29
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
51
9258 Wealth Management
Ohio
$9.48M +$2.14M +21,062 +30%
PAG
52
Private Advisor Group
New Jersey
$9.44M +$493K +4,845 +6%
AWM
53
Avior Wealth Management
Nebraska
$9.33M +$116K +1,143 +1%
JJBC
54
James J. Burns & Company
New York
$8.89M -$230K -2,265 -3%
TA
55
TFB Advisors
Kansas
$8.62M +$575K +5,647 +7%
MFG
56
Marmo Financial Group
Tennessee
$8.61M +$317K +3,116 +4%
SI
57
Stephens Inc
Arkansas
$8.33M -$472K -4,644 -5%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$7.98M +$580K +5,704 +8%
AI
59
Atria Investments
North Carolina
$7.82M -$4.96M -48,732 -39%
CP
60
Capital Planning
Washington
$7.58M +$258K +2,535 +4%
VBWMG
61
Von Berge Wealth Management Group
California
$7.11M +$475K +4,668 +7%
PD
62
Planning Directions
Pennsylvania
$6.97M -$49.5K -487 -0.7%
HWM
63
HB Wealth Management
Georgia
$6.93M +$42.8K +421 +0.6%
TCBWMS
64
Texas Capital Bank Wealth Management Services
Texas
$6.74M -$32.1K -316 -0.5%
Goldman Sachs
65
Goldman Sachs
New York
$6.73M -$1.06M -10,409 -14%
DADC
66
D.A. Davidson & Co
Montana
$6.61M +$94.3K +927 +1%
MWM
67
Merriman Wealth Management
Washington
$6.56M +$6.43M +63,239 New
WP
68
WealthShield Partners
North Carolina
$6.45M +$15.5K +152 +0.2%
CCA
69
Checchi Capital Advisers
California
$6.38M -$68.5K -673 -1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$6.3M -$2.23M -21,961 -27%
PFM
71
Phillips Financial Management
Indiana
$6.25M -$55.8K -548 -0.9%
Wealthfront Advisers
72
Wealthfront Advisers
California
$5.95M +$305K +3,002 +6%
EWM
73
Empirical Wealth Management
Washington
$5.88M +$780K +7,670 +16%
CFAM
74
Center For Asset Management
Florida
$5.85M +$29.6K +291 +0.5%
IWC
75
Integrated Wealth Concepts
Massachusetts
$5.7M +$4.45M +43,717 +389%