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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$13.7M +$7.14M +55,339 +102%
JP Morgan Chase
52
JP Morgan Chase
New York
$13.7M -$114K -882 -0.8%
WA
53
Waverly Advisors
Alabama
$13.6M +$13.4M +104,034 +2,115%
CP
54
Capital Planning
Washington
$13.5M +$547K +4,241 +4%
US Bancorp
55
US Bancorp
Minnesota
$13.5M +$73.3K +568 +0.5%
DADC
56
D.A. Davidson & Co
Montana
$13.3M +$912K +7,069 +7%
PAG
57
Private Advisor Group
New Jersey
$13.2M +$706K +5,471 +5%
Creative Planning
58
Creative Planning
Kansas
$12.8M -$408K -3,158 -3%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$12.5M +$12.9M +99,996 +2,499,900%
EWM
60
Empirical Wealth Management
Washington
$12M +$457K +3,541 +4%
SAMT
61
Select Asset Management & Trust
Pennsylvania
$11.8M +$810K +6,275 +7%
SCM
62
SOL Capital Management
Maryland
$11.6M +$656K +5,082 +6%
HWM
63
HB Wealth Management
Georgia
$11.1M +$2.04M +15,793 +22%
AWA
64
ARQ Wealth Advisors
Arizona
$11M +$911K +7,056 +9%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$10.9M +$321K +2,485 +3%
TA
66
TFB Advisors
Kansas
$10.9M +$8.26K +64 +0.1%
JJBC
67
James J. Burns & Company
New York
$10.4M -$28.5K -221 -0.3%
SI
68
Stephens Inc
Arkansas
$10.2M +$114K +886 +1%
BCG
69
Breakwater Capital Group
New Jersey
$9.48M +$1.58M +12,272 +19%
AAP
70
Arax Advisory Partners
Colorado
$9.48M +$9.79M +75,862 New
WANY
71
Wealthspire Advisors (New York)
New York
$9.46M +$256K +1,981 +3%
SA
72
Sanctuary Advisors
Indiana
$9.3M -$228K -1,763 -2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.29M +$875K +6,783 +10%
Wealthfront Advisers
74
Wealthfront Advisers
California
$9.06M +$807K +6,249 +9%
MWM
75
Modera Wealth Management
New Jersey
$8.92M +$9.22M +71,406 New