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Vanguard Mega Cap Value ETF

172 hedge funds and large institutions have $1.93B invested in Vanguard Mega Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25,900% more call options, than puts

Call options by funds: $520K | Put options by funds: $2K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

20% more capital invested

Capital invested by funds: $1.6B → $1.93B (+$326M)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

4% more funds holding

Funds holding: 166172 (+6)

0.71% more ownership

Funds ownership: 70.28%70.99% (+0.71%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.25%
New
27
Increased
62
Reduced
52
Closed
21
Calls
$520K
Puts
$2K
Net Calls
+$518K
Net Calls Change
-$796K
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
101
MGO One Seven
Ohio
$400K -$8.97K -124 -2%
BRWA
102
B. Riley Wealth Advisors
Florida
$381K +$376K +5,193 New
SB
103
Strategic Blueprint
Georgia
$369K -$349K -4,820 -49%
CAN
104
Cetera Advisor Networks
California
$361K +$7.16K +99 +2%
AIC
105
Ameritas Investment Company
Nebraska
$360K -$19.2K -266 -5%
TL
106
TrueWealth LLC
Georgia
$359K
JIC
107
Johnson Investment Counsel
Ohio
$346K
ASN
108
Advisory Services Network
Georgia
$346K +$342K +4,725 New
SAM
109
Silvercrest Asset Management
New York
$344K
MWA
110
Martel Wealth Advisors
Washington
$339K +$2.68K +37 +0.8%
JFA
111
Johanson Financial Advisors
California
$334K +$330K +4,567 New
TFS
112
TrustCore Financial Services
Tennessee
$321K
WIA
113
World Investment Advisors
California
$321K +$18.1K +250 +7%
TAIM
114
TD Ameritrade Investment Management
Nebraska
$319K +$13.7K +190 +5%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$309K +$110K +1,518 +56%
HB
116
Homrich & Berg
Georgia
$303K +$16.1K +222 +6%
AMCA
117
Arthur M. Cohen & Associates
Illinois
$298K +$294K +4,067 New
FFW
118
Fusion Family Wealth
New York
$281K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$275K -$152K -2,096 -36%
Citigroup
120
Citigroup
New York
$265K -$261K -3,600 -50%
FAAS
121
First Allied Advisory Services
California
$260K -$7.45K -103 -3%
CFD
122
Creative Financial Designs
Indiana
$257K +$254K +3,513 New
RJT
123
Raymond James Trust
Florida
$256K
CA
124
Calton & Associates
Florida
$253K +$72 +1 +0%
NYLIM
125
New York Life Investment Management
New York
$252K +$249K +3,445 New