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Vanguard Mega Cap Value ETF

327 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,060% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $10K

29% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0.25% more ownership

Funds ownership: 72.09%72.34% (+0.25%)

0% less funds holding

Funds holding: 328327 (-1)

3% less capital invested

Capital invested by funds: $4.34B → $4.23B (-$110M)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.19%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
129
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
101
Levy Wealth Management Group
Pennsylvania
$2.65M -$32K -305 -1%
FWM
102
Fingerlakes Wealth Management
New York
$2.58M -$68.6K -654 -3%
MA
103
Mutual Advisors
Nebraska
$2.55M +$686K +6,540 +35%
MCM
104
MAI Capital Management
Ohio
$2.53M +$324K +3,085 +14%
IFS
105
Ifrah Financial Services
Arkansas
$2.46M -$13.1K -125 -0.5%
EH
106
Equitable Holdings
New York
$2.41M +$3.15K +30 +0.1%
WFA
107
Wells Financial Advisors
Massachusetts
$2.37M
FNBOO
108
First National Bank of Omaha
Nebraska
$2.29M -$94.4K -900 -4%
SFP
109
Strategic Financial Partners
Oregon
$2.24M -$12.6K -120 -0.5%
WAM
110
WNY Asset Management
New York
$2.14M -$110K -1,047 -5%
Mariner
111
Mariner
Kansas
$2.05M -$524 -5 -0%
FGAM
112
Financial Gravity Asset Management
Texas
$2.05M +$1.59M +15,174 +1,800%
RGC
113
Roberts, Glore & Co
Illinois
$2.03M -$22.4K -214 -1%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$1.95M +$146K +1,393 +8%
TWM
115
Tradition Wealth Management
Minnesota
$1.93M +$151K +1,436 +8%
HR
116
Howe & Rusling
New York
$1.93M -$360K -3,431 -15%
AFS
117
Annapolis Financial Services
Maryland
$1.93M +$510K +4,865 +34%
CA
118
Continuum Advisory
Idaho
$1.87M -$120K -1,149 -6%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$1.81M -$50.1K -478 -3%
HWA
120
Hilltop Wealth Advisors
North Carolina
$1.77M -$69.6K -664 -4%
HIS
121
Horizon Investment Services
Indiana
$1.76M +$178K +1,698 +11%
EWA
122
EP Wealth Advisors
California
$1.75M +$644K +6,137 +55%
AF
123
Allworth Financial
California
$1.73M -$319K -3,046 -15%
MGIA
124
Moneta Group Investment Advisors
Missouri
$1.72M
William Blair & Company
125
William Blair & Company
Illinois
$1.65M +$347K +3,309 +25%