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Vanguard Mega Cap Value ETF

144 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $1.6B → $1.75B (+$141M)

4% more funds holding

Funds holding: 139144 (+5)

0.71% more ownership

Funds ownership: 69.48%70.2% (+0.71%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
16
Increased
53
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PT
76
Plimoth Trust
Massachusetts
$628K +$618K +7,797 New
Mariner
77
Mariner
Kansas
$625K -$6.97K -88 -1%
PFA
78
Pathway Financial Advisors
Vermont
$625K
HIS
79
Horizon Investment Services
Indiana
$621K +$4.36K +55 +0.7%
PL
80
Plancorp LLC
Missouri
$604K
JMPWA
81
JP Morgan Private Wealth Advisors
California
$585K -$490K -6,179 -46%
TRCT
82
Tower Research Capital (TRC)
New York
$576K +$486K +6,141 +603%
AIA
83
Angeles Investment Advisors
California
$553K
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$519K -$63.7K -804 -11%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$512K +$99.5K +1,256 +25%
BAC
86
Boys Arnold & Co
North Carolina
$457K +$17.8K +225 +4%
MOS
87
MGO One Seven
Ohio
$449K
Vanguard Group
88
Vanguard Group
Pennsylvania
$422K
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$410K -$40.5K -511 -9%
TL
90
TrueWealth LLC
Georgia
$394K
VFA
91
Voya Financial Advisors
Connecticut
$393K -$44.6K -563 -10%
JIC
92
Johnson Investment Counsel
Ohio
$380K
ACP
93
Aveo Capital Partners
Colorado
$377K +$18K +227 +5%
TNB
94
Thomasville National Bank
Georgia
$373K
CA
95
Cetera Advisors
Colorado
$369K -$32.2K -406 -8%
FAAS
96
First Allied Advisory Services
California
$363K -$88.6K -1,119 -20%
MWA
97
Martel Wealth Advisors
Washington
$363K
SAM
98
Silvercrest Asset Management
New York
$338K
Renaissance Technologies
99
Renaissance Technologies
New York
$330K +$119K +1,500 +58%
5L
100
55I LLC
Massachusetts
$326K +$39.5K +499 +14%