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Vanguard Mega Cap Value ETF

148 hedge funds and large institutions have $1.75B invested in Vanguard Mega Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

3% more funds holding

Funds holding: 144148 (+4)

0% more capital invested

Capital invested by funds: $1.75B → $1.75B (+$7.11M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.85% less ownership

Funds ownership: 70.2%69.34% (-0.85%)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
51
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$319K -$52.3K -650 -14%
FFW
102
Fusion Family Wealth
New York
$313K
PWMG
103
Prestige Wealth Management Group
New Jersey
$296K
5L
104
55I LLC
Massachusetts
$285K -$43.7K -544 -13%
AIC
105
Ameritas Investment Company
Nebraska
$284K +$25K +311 +10%
Bessemer Group
106
Bessemer Group
New Jersey
$274K
TFS
107
TrustCore Financial Services
Tennessee
$271K
ST
108
Spinnaker Trust
Maine
$265K
RJT
109
Raymond James Trust
Florida
$260K
TNB
110
Thomasville National Bank
Georgia
$252K -$123K -1,532 -33%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$249K -$56.5K -703 -19%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$248K +$245K +3,046 New
WIA
113
World Investment Advisors
California
$241K
CRWM
114
Castle Rock Wealth Management
California
$220K +$209K +2,600 New
DWM
115
Doyle Wealth Management
Florida
$216K +$402 +5 +0.2%
PP
116
PagnatoKarp Partners
Virginia
$214K
PP
117
PrairieView Partners
Minnesota
$212K +$209K +2,604 New
PFA
118
Paradigm Financial Advisors
Missouri
$208K +$1.37K +17 +0.7%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$206K -$34.5K -429 -14%
PA
120
Parallel Advisors
California
$204K +$201K +2,500 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$177K
NFG
122
Next Financial Group
Texas
$132K
CIAS
123
Capital Investment Advisory Services
North Carolina
$123K
SSB
124
Sandy Spring Bank
Maryland
$122K +$120K +1,492 New
APSP
125
Asset Planning Services (Pennsylvania)
Pennsylvania
$118K +$402 +5 +0.3%