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Vanguard Mega Cap Value ETF

303 hedge funds and large institutions have $3.55B invested in Vanguard Mega Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $620K

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 302303 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

1.21% less ownership

Funds ownership: 72.99%71.78% (-1.2%)

9% less capital invested

Capital invested by funds: $3.9B → $3.55B (-$353M)

Holders
303
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.22%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
27
Increased
112
Reduced
89
Closed
26
Calls
$3.47M
Puts
$620K
Net Calls
+$2.85M
Net Calls Change
-$638K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
101
Avant Capital
Louisiana
$2.6M +$124K +1,260 +5%
LWMG
102
Levy Wealth Management Group
Pennsylvania
$2.43M +$6.58K +67 +0.2%
APA
103
American Portfolios Advisors
New York
$2.34M -$9.04K -92 -0.4%
AWM
104
AE Wealth Management
Kansas
$2.29M -$947K -9,640 -27%
IFS
105
Ifrah Financial Services
Arkansas
$2.29M +$15.9K +162 +0.6%
FWM
106
Fingerlakes Wealth Management
New York
$2.21M +$124K +1,265 +5%
SFP
107
Strategic Financial Partners
Oregon
$2.13M -$164K -1,665 -7%
WFA
108
Wells Financial Advisors
Massachusetts
$2.09M -$491K -5,000 -18%
EWA
109
EP Wealth Advisors
California
$2.04M -$29.5K -300 -1%
RGC
110
Roberts, Glore & Co
Illinois
$1.97M -$49.3K -502 -2%
HWA
111
Hilltop Wealth Advisors
North Carolina
$1.82M -$21.3K -217 -1%
MCM
112
MAI Capital Management
Ohio
$1.79M +$1.95M +19,888 New
JWCA
113
J.W. Cole Advisors
Florida
$1.72M +$1.11M +11,344 +146%
SVCP
114
Silicon Valley Capital Partners
California
$1.67M -$365K -3,714 -17%
BWM
115
Boyd Wealth Management
California
$1.66M +$729K +7,421 +67%
BWA
116
BDO Wealth Advisors
Florida
$1.66M +$175K +1,780 +11%
EH
117
Equitable Holdings
New York
$1.64M +$585K +5,956 +49%
Prudential Financial
118
Prudential Financial
New Jersey
$1.55M -$381K -3,882 -19%
PB
119
Pinnacle Bancorp
Nebraska
$1.52M +$224K +2,282 +16%
TWM
120
Tradition Wealth Management
Minnesota
$1.48M +$77.2K +786 +5%
OAJ
121
Ogorek Anthony Joseph
New York
$1.48M -$27.8K -283 -2%
CA
122
Calton & Associates
Florida
$1.45M +$1.07M +10,934 +209%
HIS
123
Horizon Investment Services
Indiana
$1.41M +$982 +10 +0.1%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.41M -$716K -7,289 -32%
SQA
125
Simon Quick Advisors
New Jersey
$1.38M