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Vanguard Mega Cap Value ETF

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $465K

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

18% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 95

3% more funds holding

Funds holding: 293302 (+9)

0.3% more ownership

Funds ownership: 72.69%72.99% (+0.3%)

0% less capital invested

Capital invested by funds: $3.91B → $3.9B (-$6.14M)

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.09%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Peak Financial Advisors
Colorado
$4.71M -$89.4K -873 -2%
Wealthfront Advisers
77
Wealthfront Advisers
California
$4.27M +$1.16M +11,303 +34%
WB
78
WesBanco Bank
West Virginia
$4.26M -$575K -5,615 -11%
EWA
79
EverSource Wealth Advisors
Alabama
$4.24M -$1.08M -10,502 -19%
CL
80
Cabana LLC
Arkansas
$4.07M +$4.33M +42,262 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4M +$145K +1,418 +4%
AI
82
Atria Investments
North Carolina
$3.99M +$402K +3,928 +10%
HCP
83
Holt Capital Partners
Texas
$3.99M +$621K +6,065 +17%
FWM
84
Focused Wealth Management
New York
$3.85M +$4.1M +40,081 New
C
85
CEDRUS
Colorado
$3.76M +$4M +39,046 New
EWM
86
Empirical Wealth Management
Washington
$3.71M -$461K -4,503 -10%
EWA
87
Encompass Wealth Advisors
Oregon
$3.44M -$2.58M -25,184 -41%
AWM
88
AE Wealth Management
Kansas
$3.38M -$10.5M -102,300 -74%
RA
89
Resolute Advisors
California
$3.34M +$12.7K +124 +0.4%
BCM
90
Brookstone Capital Management
Illinois
$3.18M -$949K -9,264 -22%
CPFP
91
Clear Perspectives Financial Planning
Ohio
$3.08M +$3.2M +31,262 +3,982%
CF
92
Centaurus Financial
California
$3.06M -$217K -2,116 -6%
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$3M +$191K +1,868 +6%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$2.96M +$355K +3,469 +13%
AF
95
Allworth Financial
California
$2.95M -$104K -1,015 -3%
GWM
96
Gray Wealth Management
Maine
$2.89M +$357K +3,488 +13%
ACI
97
Alpha Cubed Investments
California
$2.84M -$1.74K -17 -0.1%
RPSA
98
Richard P. Slaughter Associates
Texas
$2.82M +$132K +1,287 +5%
WFA
99
Wells Financial Advisors
Massachusetts
$2.72M +$34.2K +334 +1%
AC
100
Avant Capital
Louisiana
$2.66M -$13.8K -135 -0.5%