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Vanguard Mega Cap Value ETF

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $620K

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 302303 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

1.21% less ownership

Funds ownership: 72.99%71.78% (-1.2%)

9% less capital invested

Capital invested by funds: $3.9B → $3.55B (-$353M)

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.22%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$4.53M +$25.2K +257 +0.5%
9WM
77
9258 Wealth Management
Ohio
$4.45M +$2.6M +26,501 +115%
UCFA
78
United Capital Financial Advisors
Texas
$4.3M -$150K -1,531 -3%
PFA
79
Peak Financial Advisors
Colorado
$4.25M -$165K -1,680 -3%
HCP
80
Holt Capital Partners
Texas
$4.21M +$522K +5,315 +13%
C
81
CEDRUS
Colorado
$4.1M +$640K +6,511 +17%
AWS
82
Atria Wealth Solutions
New York
$3.91M -$1.27M -12,956 -23%
AI
83
Atria Investments
North Carolina
$3.71M -$18.9K -192 -0.5%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$3.66M -$89K -906 -2%
EWA
85
EverSource Wealth Advisors
Alabama
$3.59M -$408K -4,157 -9%
AF
86
Allworth Financial
California
$3.47M +$776K +7,901 +26%
RA
87
Resolute Advisors
California
$3.39M +$271K +2,758 +8%
RPSA
88
Richard P. Slaughter Associates
Texas
$3.39M +$825K +8,404 +29%
EWM
89
Empirical Wealth Management
Washington
$3.37M -$107K -1,089 -3%
CA
90
Continuum Advisory
Idaho
$3.34M +$1.42M +14,470 +64%
NYLIM
91
New York Life Investment Management
New York
$3.29M -$2.07M -21,112 -37%
CFO
92
CVA Family Office
Colorado
$3.04M +$2.22M +22,630 +202%
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$3.02M +$235K +2,392 +8%
CF
94
Centaurus Financial
California
$2.94M +$94.8K +965 +3%
CPFP
95
Clear Perspectives Financial Planning
Ohio
$2.9M +$16.1K +164 +0.5%
GWM
96
Gray Wealth Management
Maine
$2.85M +$158K +1,605 +5%
IA
97
IFP Advisors
Florida
$2.81M +$3.19M +32,504 +700%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$2.72M -$53.6K -546 -2%
EWA
99
Encompass Wealth Advisors
Oregon
$2.67M -$597K -6,075 -17%
ACI
100
Alpha Cubed Investments
California
$2.61M -$53.7K -547 -2%