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Vanguard Mega Cap Value ETF

177 hedge funds and large institutions have $2.05B invested in Vanguard Mega Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more capital invested

Capital invested by funds: $1.93B → $2.05B (+$118M)

3% more funds holding

Funds holding: 172177 (+5)

1.09% less ownership

Funds ownership: 70.99%69.9% (-1.1%)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
20
Increased
73
Reduced
48
Closed
11
Calls
$706K
Puts
Net Calls
+$706K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.13M +$272K +3,539 +32%
MGIA
77
Matthew Goff Investment Advisor
Texas
$1.1M -$110K -1,437 -9%
CF
78
Centaurus Financial
California
$1.06M -$346K -4,506 -25%
VC
79
Vicus Capital
Pennsylvania
$1.04M -$41.4K -539 -4%
PB
80
Pinnacle Bancorp
Nebraska
$968K -$1.92K -25 -0.2%
AAS
81
Avantax Advisory Services
Texas
$902K +$904K +11,776 New
EWM
82
Empirical Wealth Management
Washington
$842K +$843K +10,978 New
GWM
83
Gray Wealth Management
Maine
$833K -$921 -12 -0.1%
BP
84
Ballentine Partners
Massachusetts
$821K
W
85
WealthOne
New York
$807K -$229K -2,982 -22%
NWP
86
Northstar Wealth Partners
Connecticut
$783K +$353K +4,595 +82%
Northern Trust
87
Northern Trust
Illinois
$749K +$101K +1,311 +15%
ACP
88
Aveo Capital Partners
Colorado
$733K +$734K +9,559 New
BRWA
89
B. Riley Wealth Advisors
Florida
$731K +$349K +4,541 +87%
FHC
90
First Heartland Consultants
Missouri
$722K -$84K -1,094 -10%
PIA
91
Pinion Investment Advisors
Kansas
$673K
HIS
92
Horizon Investment Services
Indiana
$672K +$21.9K +285 +3%
PL
93
Plancorp LLC
Missouri
$576K
KAS
94
Kestra Advisory Services
Texas
$576K +$8.44K +110 New
SCM
95
Southport Capital Management
Tennessee
$556K
PT
96
Plimoth Trust
Massachusetts
$551K +$921 +12 +0.2%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$550K +$1.61K +21 +0.3%
LWA
98
LWS Wealth Advisors
New Jersey
$521K -$31.5K -411 -6%
AIA
99
Angeles Investment Advisors
California
$507K
JWCA
100
J.W. Cole Advisors
Florida
$505K +$506K +6,588 New