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Vanguard Mega Cap Value ETF

497 hedge funds and large institutions have $7.34B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.83M
Puts
$303K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
101
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.06M
PD
102
Planning Directions
Pennsylvania
$6.04M
BWP
103
BSW Wealth Partners
Colorado
$5.94M
VW
104
Veridan Wealth
Oregon
$5.82M
MOS
105
MGO One Seven
Ohio
$5.81M
TFM
106
Trademark Financial Management
Minnesota
$5.62M
AI
107
Atria Investments
North Carolina
$5.56M
RA
108
Resolute Advisors
California
$5.49M
Renaissance Technologies
109
Renaissance Technologies
New York
$5.39M
CFAM
110
Center For Asset Management
Florida
$5.37M
WB
111
WesBanco Bank
West Virginia
$5.33M
CCM
112
Colorado Capital Management
Colorado
$5.27M
MA
113
Mutual Advisors
Nebraska
$5.2M
HCP
114
Holt Capital Partners
Texas
$5.16M
EWA
115
EverSource Wealth Advisors
Alabama
$5.05M
WHG
116
Westwood Holdings Group
Texas
$5.02M
MAG
117
Mayfair Advisory Group
Alabama
$4.96M
CFD
118
Creative Financial Designs
Indiana
$4.95M
AC
119
Avant Capital
Louisiana
$4.85M
CF
120
Centaurus Financial
California
$4.83M
PWP
121
Principle Wealth Partners
Connecticut
$4.77M
BIM
122
Breakwater Investment Management
Washington
$4.36M
DAS
123
Diversify Advisory Services
Utah
$4.32M
BWM
124
Boyd Wealth Management
California
$4.08M
CIA
125
Concurrent Investment Advisors
Florida
$4.05M