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Vanguard Mega Cap Value ETF

144 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $1.6B → $1.75B (+$141M)

4% more funds holding

Funds holding: 139144 (+5)

0.71% more ownership

Funds ownership: 69.48%70.2% (+0.71%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
3.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
16
Increased
53
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$320K -$134K -1,688 -30%
FFW
102
Fusion Family Wealth
New York
$309K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$303K +$51.7K +653 +21%
PWMG
104
Prestige Wealth Management Group
New Jersey
$293K
Bessemer Group
105
Bessemer Group
New Jersey
$271K
AT
106
Arden Trust
Delaware
$268K -$31.3K -395 -11%
TFS
107
TrustCore Financial Services
Tennessee
$268K
ST
108
Spinnaker Trust
Maine
$261K
RJT
109
Raymond James Trust
Florida
$257K
AIC
110
Ameritas Investment Company
Nebraska
$255K +$251K +3,172 New
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$251K +$1.43K +18 +0.6%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$238K +$34K +429 +17%
WIA
113
World Investment Advisors
California
$236K +$235K +2,961 New
Franklin Resources
114
Franklin Resources
California
$213K
PP
115
PagnatoKarp Partners
Virginia
$213K
DWM
116
Doyle Wealth Management
Florida
$213K +$209K +2,644 New
PFA
117
Paradigm Financial Advisors
Missouri
$204K +$201K +2,532 New
CAM
118
Concorde Asset Management
Michigan
$203K -$17.3K -218 -8%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$177K
NFG
120
Next Financial Group
Texas
$130K +$128K +1,617 New
CIAS
121
Capital Investment Advisory Services
North Carolina
$122K -$15.1K -191 -11%
HWM
122
Holloway Wealth Management
Florida
$118K
APSP
123
Asset Planning Services (Pennsylvania)
Pennsylvania
$116K
William Blair & Company
124
William Blair & Company
Illinois
$112K -$12K -152 -10%
TAIM
125
TD Ameritrade Investment Management
Nebraska
$85K