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Vanguard Mega Cap Value ETF

136 hedge funds and large institutions have $1.29B invested in Vanguard Mega Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

15% more capital invested

Capital invested by funds: $1.12B → $1.29B (+$166M)

8% more funds holding

Funds holding: 126136 (+10)

0.49% more ownership

Funds ownership: 57.84%58.33% (+0.49%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.11%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
19
Increased
53
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$171K
William Blair & Company
102
William Blair & Company
Illinois
$124K +$39.4K +501 +48%
APSP
103
Asset Planning Services (Pennsylvania)
Pennsylvania
$114K +$629 +8 +0.6%
SWP
104
Stratos Wealth Partners
Ohio
$111K +$109K +1,386 New
APA
105
American Portfolios Advisors
New York
$95.5K +$22.2K +282 +31%
TAIM
106
TD Ameritrade Investment Management
Nebraska
$91K -$8.97K -114 -9%
RMAM
107
Raab & Moskowitz Asset Management
New Jersey
$83K +$82K +1,042 New
IA
108
IFP Advisors
Florida
$75K
TFS
109
TrustCore Financial Services
Tennessee
$75K
TRCT
110
Tower Research Capital (TRC)
New York
$71K -$279K -3,549 -80%
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$64K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$57K +$55.9K +711 New
DSC
113
Duncker Streett & Co
Missouri
$48K
FHA
114
Flagship Harbor Advisors
Massachusetts
$43K
FPFS
115
First Personal Financial Services
North Carolina
$40K
SWM
116
SeaCrest Wealth Management
New York
$40K
TPWA
117
TRUE Private Wealth Advisors
Oregon
$37.6K +$36.7K +467 New
GP
118
Girard Partners
Pennsylvania
$37K +$36.9K +469 New
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$36K
JCM
120
Jacobi Capital Management
Pennsylvania
$36K +$236 +3 +0.7%
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$9.91K -126 -25%
CWA
122
Clarus Wealth Advisors
Arizona
$30K +$2.6K +33 +10%
S
123
SignatureFD
Georgia
$27K
RFC
124
Regions Financial Corp
Alabama
$25K
CAG
125
Csenge Advisory Group
Florida
$24K +$25.2K +320 New