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Vanguard Mega Cap Value ETF

228 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$227M)

0% more funds holding

Funds holding: 227228 (+1)

0.22% more ownership

Funds ownership: 70.17%70.4% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.97%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
23
Increased
89
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$1.13M +$521K +5,246 +86%
HIS
102
Horizon Investment Services
Indiana
$1.13M +$179K +1,804 +19%
M&T Bank
103
M&T Bank
New York
$1.11M
TRCT
104
Tower Research Capital (TRC)
New York
$1.08M +$926K +9,327 +631%
BP
105
Ballentine Partners
Massachusetts
$1.07M
JFA
106
Johanson Financial Advisors
California
$1.06M +$202K +2,034 +24%
BRWA
107
B. Riley Wealth Advisors
Florida
$1.04M +$207K +2,089 +25%
VC
108
Vicus Capital
Pennsylvania
$962K -$58.9K -593 -6%
HI
109
Harbour Investments
Wisconsin
$950K +$85.3K +859 +10%
Northern Trust
110
Northern Trust
Illinois
$936K
CAM
111
Concorde Asset Management
Michigan
$905K +$64.7K +651 +8%
Deutsche Bank
112
Deutsche Bank
Germany
$880K +$64.2K +646 +8%
ACP
113
Aveo Capital Partners
Colorado
$848K -$56.6K -570 -6%
W
114
WealthOne
New York
$819K +$1.19K +12 +0.1%
SG
115
StoneX Group
New York
$772K +$181K +1,823 +31%
DWMG
116
DB Wealth Management Group
California
$771K +$409K +4,119 +114%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$766K -$194K -1,953 -20%
LWA
118
LWS Wealth Advisors
New Jersey
$737K +$34.6K +348 +5%
PT
119
Plimoth Trust
Massachusetts
$729K -$20.4K -205 -3%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$719K -$214K -2,150 -23%
KAS
121
Kestra Advisory Services
Texas
$719K +$38.9K +392 +6%
Creative Planning
122
Creative Planning
Kansas
$672K -$28.2K -284 -4%
SCM
123
Southport Capital Management
Tennessee
$661K
AIA
124
Angeles Investment Advisors
California
$658K
RJT
125
Raymond James Trust
Florida
$632K -$15.1K -152 -2%