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Vanguard Mega Cap Value ETF

177 hedge funds and large institutions have $2.05B invested in Vanguard Mega Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more capital invested

Capital invested by funds: $1.93B → $2.05B (+$118M)

3% more funds holding

Funds holding: 172177 (+5)

1.09% less ownership

Funds ownership: 70.99%69.9% (-1.1%)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
20
Increased
73
Reduced
48
Closed
11
Calls
$706K
Puts
Net Calls
+$706K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$476K +$477K +6,211 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$470K +$46.1K +601 +11%
ASN
103
Advisory Services Network
Georgia
$464K +$102K +1,325 +28%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$458K
JFA
105
Johanson Financial Advisors
California
$454K +$98.2K +1,280 +28%
AF
106
Allworth Financial
California
$437K +$77 +1 +0%
PBF
107
Petix & Botte Financial
California
$419K -$433K -5,643 -51%
MOS
108
MGO One Seven
Ohio
$419K
FHA
109
Flagship Harbor Advisors
Massachusetts
$409K +$227K +2,954 +124%
CAN
110
Cetera Advisor Networks
California
$389K +$10.4K +135 +3%
SB
111
Strategic Blueprint
Georgia
$386K
JIC
112
Johnson Investment Counsel
Ohio
$362K
MWA
113
Martel Wealth Advisors
Washington
$360K +$4.61K +60 +1%
AIC
114
Ameritas Investment Company
Nebraska
$360K
SAM
115
Silvercrest Asset Management
New York
$360K
TAIM
116
TD Ameritrade Investment Management
Nebraska
$348K +$14.4K +188 +4%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$348K +$86.3K +1,125 +33%
SWP
118
Summit Wealth Partners
Florida
$333K +$76.7K +1,000 +30%
ANTB
119
AMG National Trust Bank
Colorado
$332K +$93.9K +1,224 +39%
WWM
120
Western Wealth Management
Colorado
$329K -$113K -1,471 -26%
AMCA
121
Arthur M. Cohen & Associates
Illinois
$316K +$4.07K +53 +1%
WIA
122
World Investment Advisors
California
$313K +$1.53K +20 +0.5%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$304K -$599K -7,799 -66%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$304K +$15.1K +197 +5%
FFW
125
Fusion Family Wealth
New York
$295K