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Vanguard Mega Cap Value ETF

178 hedge funds and large institutions have $1.95B invested in Vanguard Mega Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

20% more funds holding

Funds holding: 148178 (+30)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more capital invested

Capital invested by funds: $1.75B → $1.95B (+$196M)

0.48% more ownership

Funds ownership: 69.34%69.82% (+0.48%)

Holders
178
Holders Change
+30
Holders Change %
+20.27%
% of All Funds
3.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
37
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
76
Ballentine Partners
Massachusetts
$933K
AI
77
Atria Investments
North Carolina
$888K +$140K +1,665 +20%
ZIC
78
ZWJ Investment Counsel
Georgia
$872K +$839K +10,000 New
Northern Trust
79
Northern Trust
Illinois
$851K +$109K +1,300 +15%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$777K +$67.1K +800 +10%
KWM
81
Kingsview Wealth Management
Oregon
$751K -$7.52M -89,698 -91%
LWA
82
LWS Wealth Advisors
New Jersey
$746K +$717K +8,553 New
PT
83
Plimoth Trust
Massachusetts
$695K -$12.4K -148 -2%
HIS
84
Horizon Investment Services
Indiana
$668K -$5.95K -71 -0.9%
PL
85
Plancorp LLC
Missouri
$654K
S
86
SignatureFD
Georgia
$636K +$583K +6,953 +2,039%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$634K
AIA
88
Angeles Investment Advisors
California
$599K
NFG
89
NewFocus Financial Group
Washington
$595K +$158K +1,883 +38%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$589K -$101K -1,206 -15%
Renaissance Technologies
91
Renaissance Technologies
New York
$584K +$562K +6,700 New
SW
92
SkyOak Wealth
Michigan
$578K +$556K +6,634 New
PBF
93
Petix & Botte Financial
California
$572K +$551K +6,568 New
BAC
94
Boys Arnold & Co
North Carolina
$504K +$8.39K +100 +2%
MOS
95
MGO One Seven
Ohio
$486K
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$469K +$14.4K +172 +3%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$448K +$432K +5,153 New
VFA
98
Voya Financial Advisors
Connecticut
$440K +$6.54K +78 +2%
Vanguard Group
99
Vanguard Group
Pennsylvania
$431K -$13.3K -158 -3%
CAN
100
Cetera Advisor Networks
California
$431K +$415K +4,954 New