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Vanguard Mega Cap Value ETF

328 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $430K

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 112

0.65% more ownership

Funds ownership: 71.44%72.09% (+0.65%)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$21M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 333328 (-5)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.15%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
28
Increased
117
Reduced
112
Closed
29
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$2.76M
LWMG
102
Levy Wealth Management Group
Pennsylvania
$2.74M -$82.7K -813 -3%
FWM
103
Fingerlakes Wealth Management
New York
$2.71M -$13.6K -134 -0.5%
SWP
104
ShoreHaven Wealth Partners
New Jersey
$2.67M +$2.02M +19,826 +334%
IFS
105
Ifrah Financial Services
Arkansas
$2.53M -$610 -6 -0%
EH
106
Equitable Holdings
New York
$2.47M -$21.3K -209 -0.9%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$2.45M +$432K +4,248 +22%
FNBOO
108
First National Bank of Omaha
Nebraska
$2.43M -$67.8K -666 -3%
WFA
109
Wells Financial Advisors
Massachusetts
$2.42M
HR
110
Howe & Rusling
New York
$2.33M +$667K +6,558 +41%
WAM
111
WNY Asset Management
New York
$2.3M -$2.26M -22,261 -50%
SFP
112
Strategic Financial Partners
Oregon
$2.3M -$4.48K -44 -0.2%
MCM
113
MAI Capital Management
Ohio
$2.27M -$95.8K -942 -4%
Creative Planning
114
Creative Planning
Kansas
$2.23M -$1.22M -12,002 -36%
Mariner
115
Mariner
Kansas
$2.1M +$5.49K +54 +0.3%
RGC
116
Roberts, Glore & Co
Illinois
$2.1M -$128K -1,263 -6%
AF
117
Allworth Financial
California
$2.09M -$1.09M -10,706 -35%
CA
118
Continuum Advisory
Idaho
$2.03M -$1.93K -19 -0.1%
BWA
119
BDO Wealth Advisors
Florida
$2.01M +$61.2K +602 +3%
Prudential Financial
120
Prudential Financial
New Jersey
$1.98M -$468K -4,604 -19%
MA
121
Mutual Advisors
Nebraska
$1.93M +$348K +3,417 +22%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$1.9M -$9.46M -93,025 -84%
HWA
123
Hilltop Wealth Advisors
North Carolina
$1.88M -$4.78K -47 -0.3%
JMPWA
124
JP Morgan Private Wealth Advisors
California
$1.85M -$1.34M -13,199 -43%
EWA
125
EP Wealth Advisors
California
$1.84M +$918K +9,020 +420%