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Vanguard Mega Cap Value ETF

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $465K

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

18% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 95

3% more funds holding

Funds holding: 293302 (+9)

0.3% more ownership

Funds ownership: 72.69%72.99% (+0.3%)

0% less capital invested

Capital invested by funds: $3.91B → $3.9B (-$6.14M)

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.09%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
101
Levy Wealth Management Group
Pennsylvania
$2.59M -$105K -1,024 -4%
APA
102
American Portfolios Advisors
New York
$2.52M -$127K -1,243 -5%
Creative Planning
103
Creative Planning
Kansas
$2.5M +$1.9M +18,592 +253%
PWP
104
Principle Wealth Partners
Connecticut
$2.47M +$907K +8,860 +53%
SFP
105
Strategic Financial Partners
Oregon
$2.44M -$26.8K -262 -1%
IFS
106
Ifrah Financial Services
Arkansas
$2.44M -$10.5K -103 -0.4%
CCB
107
Country Club Bank
Missouri
$2.37M +$339K +3,313 +16%
FWM
108
Fingerlakes Wealth Management
New York
$2.24M +$577K +5,634 +32%
9WM
109
9258 Wealth Management
Ohio
$2.21M +$2.01M +19,630 +581%
EWA
110
EP Wealth Advisors
California
$2.21M -$70.4K -687 -3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$2.21M -$262K -2,563 -10%
CA
112
Continuum Advisory
Idaho
$2.18M -$35.2K -344 -1%
HI
113
Hudock Inc
Pennsylvania
$2.17M +$2.32M +22,615 New
RGC
114
Roberts, Glore & Co
Illinois
$2.16M -$239K -2,332 -9%
SVCP
115
Silicon Valley Capital Partners
California
$2.14M -$2.15K -21 -0.1%
Prudential Financial
116
Prudential Financial
New Jersey
$2.02M +$1.22M +11,880 +131%
HWA
117
Hilltop Wealth Advisors
North Carolina
$1.97M -$22.3K -218 -1%
OAJ
118
Ogorek Anthony Joseph
New York
$1.61M -$7.07K -69 -0.4%
BWA
119
BDO Wealth Advisors
Florida
$1.6M -$23.7K -231 -1%
SQA
120
Simon Quick Advisors
New Jersey
$1.54M +$1.58M +15,390 New
HIS
121
Horizon Investment Services
Indiana
$1.51M -$2.87K -28 -0.2%
TWM
122
Tradition Wealth Management
Minnesota
$1.51M +$97.6K +953 +6%
Truist Financial
123
Truist Financial
North Carolina
$1.43M -$49.7K -485 -3%
PCIA
124
Prime Capital Investment Advisors
Kansas
$1.42M +$1.27M +12,357 +508%
PB
125
Pinnacle Bancorp
Nebraska
$1.41M +$21.5K +210 +1%