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Vanguard Mega Cap Value ETF

148 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

3% more funds holding

Funds holding: 144148 (+4)

0% more capital invested

Capital invested by funds: $1.75B → $1.75B (+$7.11M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.85% less ownership

Funds ownership: 70.2%69.34% (-0.85%)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
51
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$686K
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$662K +$133K +1,655 +26%
PT
78
Plimoth Trust
Massachusetts
$661K +$25.5K +317 +4%
PFA
79
Pathway Financial Advisors
Vermont
$659K
MMA
80
Miracle Mile Advisors
California
$650K +$641K +7,980 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$648K +$129K +1,600 +25%
HIS
82
Horizon Investment Services
Indiana
$630K +$1.61K +20 +0.3%
PL
83
Plancorp LLC
Missouri
$611K
JMPWA
84
JP Morgan Private Wealth Advisors
California
$592K
AIA
85
Angeles Investment Advisors
California
$559K
EW
86
Evoke Wealth
California
$471K +$465K +5,782 New
BAC
87
Boys Arnold & Co
North Carolina
$461K
MOS
88
MGO One Seven
Ohio
$455K
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$424K +$9.32K +116 +2%
Vanguard Group
90
Vanguard Group
Pennsylvania
$415K -$11.1K -138 -3%
VFA
91
Voya Financial Advisors
Connecticut
$405K +$6.03K +75 +2%
NFG
92
NewFocus Financial Group
Washington
$403K +$398K +4,947 New
TL
93
TrueWealth LLC
Georgia
$399K
JIC
94
Johnson Investment Counsel
Ohio
$385K
MWA
95
Martel Wealth Advisors
Washington
$369K +$2.57K +32 +0.7%
FAAS
96
First Allied Advisory Services
California
$365K -$3.3K -41 -0.9%
SAM
97
Silvercrest Asset Management
New York
$342K
SC
98
Scotia Capital
Ontario, Canada
$340K +$335K +4,170 New
GIA
99
Gladstone Institutional Advisory
Florida
$336K +$11.7K +145 +4%
ACP
100
Aveo Capital Partners
Colorado
$331K -$52.1K -648 -14%