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Vanguard Mega Cap Value ETF

172 hedge funds and large institutions have $1.93B invested in Vanguard Mega Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25,900% more call options, than puts

Call options by funds: $520K | Put options by funds: $2K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

20% more capital invested

Capital invested by funds: $1.6B → $1.93B (+$326M)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

4% more funds holding

Funds holding: 166172 (+6)

0.71% more ownership

Funds ownership: 70.28%70.99% (+0.71%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.25%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$520K
Puts
$2K
Net Calls
+$518K
Net Calls Change
-$796K
Name Holding Trade Value Shares
Change
Change in
Stake
PB
76
Pinnacle Bancorp
Nebraska
$926K -$868 -12 -0.1%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$818K +$809K +11,174 New
HF
78
HRT Financial
New York
$798K +$790K +10,912 New
GWM
79
Gray Wealth Management
Maine
$792K +$46.5K +642 +6%
BP
80
Ballentine Partners
Massachusetts
$783K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$777K
FHC
82
First Heartland Consultants
Missouri
$769K -$268K -3,704 -26%
ACI
83
Alpha Cubed Investments
California
$720K -$331K -4,573 -32%
ECM
84
ExodusPoint Capital Management
New York
$703K +$695K +9,600 New
Citadel Advisors
85
Citadel Advisors
Florida
$686K +$678K +9,375 New
PIA
86
Pinion Investment Advisors
Kansas
$673K -$161K -2,229 -20%
HIS
87
Horizon Investment Services
Indiana
$620K -$40.5K -560 -6%
Northern Trust
88
Northern Trust
Illinois
$619K
PL
89
Plancorp LLC
Missouri
$550K
SCM
90
Southport Capital Management
Tennessee
$531K +$278K +3,847 +113%
LWA
91
LWS Wealth Advisors
New Jersey
$527K -$125K -1,726 -19%
PT
92
Plimoth Trust
Massachusetts
$525K -$60.8K -840 -10%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$524K +$2.03K +28 +0.4%
AIA
94
Angeles Investment Advisors
California
$484K
JMPWA
95
JP Morgan Private Wealth Advisors
California
$437K
WWM
96
Western Wealth Management
Colorado
$422K -$145 -2 -0%
AF
97
Allworth Financial
California
$417K +$413K +5,701 New
NWP
98
Northstar Wealth Partners
Connecticut
$411K +$407K +5,624 New
PBF
99
Petix & Botte Financial
California
$406K +$414K +5,724 +106%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$405K -$984K -13,595 -71%