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Vanguard Mega Cap Value ETF

327 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,060% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $10K

29% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0.25% more ownership

Funds ownership: 72.09%72.34% (+0.25%)

0% less funds holding

Funds holding: 328327 (-1)

3% less capital invested

Capital invested by funds: $4.34B → $4.23B (-$110M)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
129
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$8.92M -$207K -1,973 -2%
JJBC
52
James J. Burns & Company
New York
$8.64M -$48.6K -463 -0.5%
SCM
53
SOL Capital Management
Maryland
$8.62M -$1.17M -11,135 -12%
MFG
54
Marmo Financial Group
Tennessee
$8.39M -$26.6K -254 -0.3%
Goldman Sachs
55
Goldman Sachs
New York
$8.15M +$1.63M +15,515 +24%
SI
56
Stephens Inc
Arkansas
$7.84M -$309K -2,949 -4%
AI
57
Atria Investments
North Carolina
$7.73M +$89.7K +855 +1%
VBWMG
58
Von Berge Wealth Management Group
California
$7.66M +$739K +7,046 +10%
CP
59
Capital Planning
Washington
$7.58M +$177K +1,686 +2%
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$7.53M -$5.78M -55,105 -43%
EWM
61
Empirical Wealth Management
Washington
$7.13M +$1.43M +13,632 +24%
WP
62
WealthShield Partners
North Carolina
$6.92M +$634K +6,050 +10%
DADC
63
D.A. Davidson & Co
Montana
$6.79M +$343K +3,269 +5%
HWM
64
HB Wealth Management
Georgia
$6.71M -$66.8K -637 -1%
PD
65
Planning Directions
Pennsylvania
$6.59M -$229K -2,179 -3%
TCBWMS
66
Texas Capital Bank Wealth Management Services
Texas
$6.55M -$34.5K -329 -0.5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$6.15M -$10.2K -97 -0.2%
PFM
68
Phillips Financial Management
Indiana
$6.12M +$4.93K +47 +0.1%
Wealthfront Advisers
69
Wealthfront Advisers
California
$5.95M +$147K +1,406 +2%
CCA
70
Checchi Capital Advisers
California
$5.78M -$470K -4,481 -7%
Creative Planning
71
Creative Planning
Kansas
$5.76M +$3.7M +35,256 +164%
SAMT
72
Select Asset Management & Trust
Pennsylvania
$5.59M +$343K +3,267 +6%
RPSA
73
Richard P. Slaughter Associates
Texas
$5.18M -$324K -3,085 -6%
Comerica Bank
74
Comerica Bank
Texas
$5.09M +$5.26M +50,183 New
CFAM
75
Center For Asset Management
Florida
$5.06M -$678K -6,465 -11%