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Vanguard Mega Cap Value ETF

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VBWMG
51
Von Berge Wealth Management Group
California
$14.4M +$1.07M +8,699 +8%
WA
52
Waverly Advisors
Alabama
$14.2M +$126K +977 +0.9%
CP
53
Capital Planning
Washington
$14.1M +$105K +813 +0.7%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$14M -$169K -1,315 -1%
DADC
55
D.A. Davidson & Co
Montana
$13.8M +$158K +1,228 +1%
PAG
56
Private Advisor Group
New Jersey
$13.8M +$201K +1,558 +1%
Creative Planning
57
Creative Planning
Kansas
$13.3M +$158K +1,226 +1%
SAMT
58
Select Asset Management & Trust
Pennsylvania
$13.3M +$1.13M +8,747 +9%
BCG
59
Breakwater Capital Group
New Jersey
$13.2M +$3.44M +26,692 +35%
US Bancorp
60
US Bancorp
Minnesota
$13.2M -$730K -5,661 -5%
EWM
61
Empirical Wealth Management
Washington
$13.1M +$682K +5,291 +5%
TAM
62
Titleist Asset Management
Texas
$12.9M +$12.9M +100,033 New
SCM
63
SOL Capital Management
Maryland
$12.7M +$708K +5,495 +6%
HWM
64
HB Wealth Management
Georgia
$12.2M +$780K +6,054 +7%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$11.2M -$50.6K -393 -0.5%
AWA
66
ARQ Wealth Advisors
Arizona
$11.2M -$158K -1,224 -1%
CA
67
Crumly & Associates
Illinois
$11.1M +$11.1M +86,079 New
TA
68
TFB Advisors
Kansas
$10.9M -$339K -2,633 -3%
AAP
69
Arax Advisory Partners
Colorado
$10.8M +$978K +7,589 +10%
JJBC
70
James J. Burns & Company
New York
$10.7M -$34.4K -267 -0.3%
SI
71
Stephens Inc
Arkansas
$10.6M +$83.1K +645 +0.8%
QWM
72
Quadcap Wealth Management
Texas
$10.2M +$10.2M +78,910 New
MWM
73
Modera Wealth Management
New Jersey
$9.7M +$502K +3,893 +5%
Wealthfront Advisers
74
Wealthfront Advisers
California
$9.63M +$284K +2,202 +3%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$9.62M +$4.25M +33,001 +79%