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Vanguard Mega Cap Value ETF

328 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $430K

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 112

0.65% more ownership

Funds ownership: 71.44%72.09% (+0.65%)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$21M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 333328 (-5)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.15%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
28
Increased
117
Reduced
112
Closed
29
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
76
Richard P. Slaughter Associates
Texas
$5.62M +$457K +4,495 +9%
HCP
77
Holt Capital Partners
Texas
$5.42M +$594K +5,835 +13%
SAMT
78
Select Asset Management & Trust
Pennsylvania
$5.38M +$156K +1,531 +3%
CAN
79
Cetera Advisor Networks
California
$5.01M -$304K -2,990 -6%
C
80
CEDRUS
Colorado
$5M -$419K -4,114 -8%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4.95M +$93.8K +922 +2%
WB
82
WesBanco Bank
West Virginia
$4.5M -$2.02M -19,875 -31%
NYLIM
83
New York Life Investment Management
New York
$4.46M -$2.4M -23,638 -35%
MG
84
Mather Group
Illinois
$4.2M +$4.12M +40,510 New
EWA
85
EverSource Wealth Advisors
Alabama
$4.2M +$40.7K +400 +1%
RA
86
Resolute Advisors
California
$3.92M +$24.7K +243 +0.6%
PI
87
Pachira Investments
California
$3.65M +$2.11M +20,746 +144%
KTC
88
Kistler-Tiffany Companies
Pennsylvania
$3.64M -$12.6K -124 -0.4%
CFO
89
CVA Family Office
Colorado
$3.55M -$280K -2,753 -7%
JWCA
90
J.W. Cole Advisors
Florida
$3.53M -$1.15M -11,262 -25%
BWM
91
Boyd Wealth Management
California
$3.47M +$387K +3,807 +13%
GWM
92
Gray Wealth Management
Maine
$3.39M -$65K -639 -2%
AWS
93
Atria Wealth Solutions
New York
$3.3M -$274K -2,694 -8%
CA
94
Cetera Advisors
Colorado
$3.3M +$1.02M +10,000 +46%
AC
95
Avant Capital
Louisiana
$3.19M +$47.2K +464 +2%
CF
96
Centaurus Financial
California
$3.17M -$355K -3,490 -10%
PWP
97
Principle Wealth Partners
Connecticut
$3.03M -$48.3K -475 -2%
ACI
98
Alpha Cubed Investments
California
$3.02M +$796K +7,824 +37%
EWA
99
Encompass Wealth Advisors
Oregon
$3M -$232K -2,285 -7%
AWM
100
AE Wealth Management
Kansas
$2.99M +$497K +4,883 +20%