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Vanguard Mega Cap Value ETF

421 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
51
Von Berge Wealth Management Group
California
$13.8M +$12.6K +102 +0.1%
US Bancorp
52
US Bancorp
Minnesota
$13.8M +$389K +3,152 +3%
Creative Planning
53
Creative Planning
Kansas
$13.5M +$14K +113 +0.1%
CP
54
Capital Planning
Washington
$13.4M +$233K +1,884 +2%
MWA
55
MFA Wealth Advisors
Pennsylvania
$13.3M +$12.8M +103,956 New
AWS
56
Atria Wealth Solutions
New York
$13.1M +$10.1M +81,419 +397%
PAG
57
Private Advisor Group
New Jersey
$12.8M +$243K +1,967 +2%
9WM
58
9258 Wealth Management
Ohio
$12.7M -$29.1K -236 -0.2%
DADC
59
D.A. Davidson & Co
Montana
$12.7M +$918K +7,432 +8%
EWM
60
Empirical Wealth Management
Washington
$11.9M -$432K -3,496 -4%
QFA
61
Quattro Financial Advisors
Texas
$11.5M -$154K -1,245 -1%
SAMT
62
Select Asset Management & Trust
Pennsylvania
$11.3M +$1.01M +8,180 +10%
SCM
63
SOL Capital Management
Maryland
$11.2M -$305K -2,470 -3%
TA
64
TFB Advisors
Kansas
$11.2M -$18.8K -152 -0.2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$10.9M -$119K -962 -1%
JJBC
66
James J. Burns & Company
New York
$10.7M +$20.7K +168 +0.2%
SI
67
Stephens Inc
Arkansas
$10.4M +$59.8K +484 +0.6%
AWA
68
ARQ Wealth Advisors
Arizona
$10.3M +$133K +1,081 +1%
BWP
69
BSW Wealth Partners
Colorado
$9.93M -$535K -4,332 -5%
SA
70
Sanctuary Advisors
Indiana
$9.59M -$20K -162 -0.2%
WANY
71
Wealthspire Advisors (New York)
New York
$9.46M +$9.1M +73,719 New
HWM
72
HB Wealth Management
Georgia
$9.35M +$101K +818 +1%
AFS
73
Annapolis Financial Services
Maryland
$8.74M +$1.35M +10,954 +19%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$8.67M +$5.78M +46,815 +226%
WP
75
WealthShield Partners
North Carolina
$8.61M +$1.13M +9,190 +16%