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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 451469 (+18)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+18
Holders Change %
+3.99%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
61
Increased
173
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthShield Partners
North Carolina
$8.87M +$608K +4,702 +7%
AWP
77
Avid Wealth Partners
Texas
$8.74M +$8.77M +67,827 New
QFA
78
Quattro Financial Advisors
Texas
$8.46M -$192K -1,488 -2%
BWP
79
BSW Wealth Partners
Colorado
$8.27M -$687K -5,313 -8%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$8.04M -$1.54M -11,942 -16%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$8.01M -$210K -1,625 -3%
PI
82
Pachira Investments
California
$7.63M +$301K +2,330 +4%
TCBWMS
83
Texas Capital Bank Wealth Management Services
Texas
$7.32M -$76.2K -589 -1%
PFM
84
Phillips Financial Management
Indiana
$7.26M +$9.83K +76 +0.1%
SA
85
Sanctuary Advisors
Indiana
$7.18M -$1.94M -15,018 -21%
Goldman Sachs
86
Goldman Sachs
New York
$6.8M -$7.32M -56,608 -52%
FWA
87
FSC Wealth Advisors
New York
$6.76M -$156K -1,203 -2%
Comerica Bank
88
Comerica Bank
Texas
$6.34M +$106K +820 +2%
WAM
89
WNY Asset Management
New York
$6.17M +$193K +1,492 +3%
CA
90
Calton & Associates
Florida
$6.07M +$4.62M +35,713 +313%
PD
91
Planning Directions
Pennsylvania
$6.05M -$454K -3,510 -7%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$6.04M +$141K +1,090 +2%
AF
93
Amara Financial
California
$5.87M +$216K +1,669 +4%
TFM
94
Trademark Financial Management
Minnesota
$5.86M +$1.49M +11,497 +34%
PSCM
95
Per Stirling Capital Management
Texas
$5.86M +$5.88M +45,446 New
PPWM
96
PFG Private Wealth Management
Florida
$5.54M +$54.4K +421 +1%
VW
97
Veridan Wealth
Oregon
$5.39M +$1.13M +8,771 +27%
CFAM
98
Center For Asset Management
Florida
$5.39M -$1.97M -15,236 -27%
HR
99
Howe & Rusling
New York
$5.17M +$505K +3,903 +11%
RA
100
Resolute Advisors
California
$5.08M +$27.2K +210 +0.5%