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Vanguard Mega Cap Value ETF

98 hedge funds and large institutions have $858M invested in Vanguard Mega Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

10% more capital invested

Capital invested by funds: $781M → $858M (+$77.4M)

4% more funds holding

Funds holding: 9498 (+4)

1.14% more ownership

Funds ownership: 52.56%53.7% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.44%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.27%
New
11
Increased
35
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$202K +$201K +2,939 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$198K
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$175K +$66.4K +970 +62%
JP Morgan Chase
79
JP Morgan Chase
New York
$151K
SG Americas Securities
80
SG Americas Securities
New York
$143K -$167K -2,442 -54%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112K -$37.3K -544 -25%
EWM
82
Evercore Wealth Management
New York
$105K
APSP
83
Asset Planning Services (Pennsylvania)
Pennsylvania
$97K +$40.4K +590 +72%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$87K +$12.9K +189 +18%
US Bancorp
85
US Bancorp
Minnesota
$76K
FPFS
86
First Personal Financial Services
North Carolina
$51K
DSC
87
Duncker Streett & Co
Missouri
$41K
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
WA
89
WFG Advisors
Texas
$33K -$1.44K -21 -4%
Legal & General Group
90
Legal & General Group
United Kingdom
$22K
BlackRock
91
BlackRock
New York
$20K -$616 -9 -3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$14K -$13.7K -200 -49%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$12K +$12.1K +176 New
GRP
94
Global Retirement Partners
California
$9K
CG
95
Cutler Group
California
$6K -$158K -2,304 -96%
VWM
96
Valley Wealth Managers
New Jersey
$3K
AWM
97
AllSquare Wealth Management
New York
$2K
Bank of New York Mellon
98
Bank of New York Mellon
New York
-$323K -4,818 Closed
AllianceBernstein
99
AllianceBernstein
Tennessee
-$279K -4,156 Closed
TSS
100
Two Sigma Securities
New York
-$238K -3,552 Closed