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Vanguard Mega Cap Value ETF

139 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 34

14% more capital invested

Capital invested by funds: $1.4B → $1.6B (+$201M)

0.22% more ownership

Funds ownership: 69.26%69.48% (+0.22%)

3% less funds holding

Funds holding: 143139 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.01%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
12
Increased
63
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
76
Horizon Investment Services
Indiana
$598K +$13.8K +180 +2%
PL
77
Plancorp LLC
Missouri
$586K
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$567K +$32.6K +426 +6%
AI
79
Atria Investments
North Carolina
$545K +$533K +6,979 New
AIA
80
Angeles Investment Advisors
California
$536K
GIA
81
Gladstone Institutional Advisory
Florida
$442K -$29.5K -386 -6%
FAAS
82
First Allied Advisory Services
California
$441K -$536K -7,015 -55%
FMII
83
Farmers & Merchants Investments Inc
Nebraska
$437K -$8.48K -111 -2%
MOS
84
MGO One Seven
Ohio
$435K +$33.5K +438 +9%
BAC
85
Boys Arnold & Co
North Carolina
$426K +$4.2K +55 +1%
VFA
86
Voya Financial Advisors
Connecticut
$424K -$15.1K -198 -3%
Vanguard Group
87
Vanguard Group
Pennsylvania
$409K +$229 +3 +0.1%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$398K -$109K -1,425 -22%
CA
89
Cetera Advisors
Colorado
$390K +$42K +550 +12%
APA
90
American Portfolios Advisors
New York
$388K +$246K +3,213 +183%
TL
91
TrueWealth LLC
Georgia
$382K
JIC
92
Johnson Investment Counsel
Ohio
$368K +$57.3K +750 +19%
TNB
93
Thomasville National Bank
Georgia
$361K +$138K +1,800 +64%
MWA
94
Martel Wealth Advisors
Washington
$351K +$2.6K +34 +0.8%
ACP
95
Aveo Capital Partners
Colorado
$341K +$3.97K +52 +1%
SAM
96
Silvercrest Asset Management
New York
$328K
Citadel Advisors
97
Citadel Advisors
Florida
$313K -$599K -7,842 -66%
FFW
98
Fusion Family Wealth
New York
$300K
AT
99
Arden Trust
Delaware
$290K -$32.1K -420 -10%
PWMG
100
Prestige Wealth Management Group
New Jersey
$283K