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Vanguard Mega Cap Value ETF

488 hedge funds and large institutions have $6.73B invested in Vanguard Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 177 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$276K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Amara Financial
California
$6.17M
PD
102
Planning Directions
Pennsylvania
$6.16M
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$6.08M
PPWM
104
PFG Private Wealth Management
Florida
$5.74M
Mariner
105
Mariner
Kansas
$5.41M
FWM
106
Fingerlakes Wealth Management
New York
$5.36M
AI
107
Atria Investments
North Carolina
$5.33M
RA
108
Resolute Advisors
California
$5.2M
WB
109
WesBanco Bank
West Virginia
$5.06M
HCP
110
Holt Capital Partners
Texas
$4.99M
CWMGP
111
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.96M
MA
112
Mutual Advisors
Nebraska
$4.93M
EWA
113
EverSource Wealth Advisors
Alabama
$4.84M
WHG
114
Westwood Holdings Group
Texas
$4.78M
CFD
115
Creative Financial Designs
Indiana
$4.6M
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$4.59M
PWP
117
Principle Wealth Partners
Connecticut
$4.56M
RPSA
118
Richard P. Slaughter Associates
Texas
$4.55M
CF
119
Centaurus Financial
California
$4.54M
AC
120
Avant Capital
Louisiana
$4.54M
CCM
121
Colorado Capital Management
Colorado
$4.49M
CPA
122
Compass Planning Associates
Massachusetts
$4.36M
BIM
123
Breakwater Investment Management
Washington
$4.23M
Lido Advisors
124
Lido Advisors
California
$3.97M
BWM
125
Boyd Wealth Management
California
$3.91M