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Vanguard Mega Cap Value ETF

421 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
76
Wealthfront Advisers
California
$8.5M +$617K +5,001 +8%
BCG
77
Breakwater Capital Group
New Jersey
$8.17M +$2.23M +18,046 +40%
C
78
CEDRUS
Colorado
$8.16M +$587K +4,751 +8%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$7.92M -$2.09M -16,922 -22%
SG Americas Securities
80
SG Americas Securities
New York
$7.87M -$3.24M -26,278 -30%
TCBWMS
81
Texas Capital Bank Wealth Management Services
Texas
$7.49M
PFM
82
Phillips Financial Management
Indiana
$7.23M -$262K -2,120 -4%
CFAM
83
Center For Asset Management
Florida
$7.13M +$295K +2,389 +4%
Goldman Sachs
84
Goldman Sachs
New York
$6.93M -$7.56M -61,205 -53%
PD
85
Planning Directions
Pennsylvania
$6.72M -$262K -2,120 -4%
PI
86
Pachira Investments
California
$6.56M -$504K -4,079 -7%
DWM
87
Dechtman Wealth Management
Colorado
$6.53M +$6.29M +50,931 New
Comerica Bank
88
Comerica Bank
Texas
$6.24M -$94.8K -768 -2%
AF
89
Amara Financial
California
$6.03M +$5.8M +46,979 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$6M +$9.75K +79 +0.2%
WAM
91
WNY Asset Management
New York
$5.97M +$3.76M +30,496 +190%
AI
92
Atria Investments
North Carolina
$5.8M +$319K +2,582 +6%
FWA
93
FSC Wealth Advisors
New York
$5.78M +$5.56M +45,034 New
RFM
94
Royal Fund Management
Florida
$5.76M +$3.08M +24,983 +128%
PPWM
95
PFG Private Wealth Management
Florida
$5.68M -$588K -4,766 -10%
WB
96
WesBanco Bank
West Virginia
$5.56M +$10K +81 +0.2%
HCP
97
Holt Capital Partners
Texas
$5.39M -$417K -3,375 -7%
TFM
98
Trademark Financial Management
Minnesota
$5.1M +$2.25M +18,210 +85%
AA
99
Apriem Advisors
California
$5.08M +$947K +7,673 +24%
EWA
100
EverSource Wealth Advisors
Alabama
$5.05M +$5.18K +42 +0.1%