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Vanguard Mega Cap Value ETF

385 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 381385 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
385
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.56%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
101
CVA Family Office
Colorado
$3.54M -$315K -2,678 -8%
GWM
102
Gray Wealth Management
Maine
$3.54M -$182K -1,544 -5%
ZF
103
Zhang Financial
Michigan
$3.51M +$147K +1,253 +4%
ACI
104
Alpha Cubed Investments
California
$3.43M +$190K +1,617 +6%
FWM
105
Fingerlakes Wealth Management
New York
$3.4M +$346K +2,947 +11%
CF
106
Centaurus Financial
California
$3.4M -$248K -2,108 -7%
CCA
107
Checchi Capital Advisers
California
$3.35M -$5.06M -43,062 -60%
EWA
108
Encompass Wealth Advisors
Oregon
$3.26M +$21.5K +183 +0.7%
BWM
109
Boyd Wealth Management
California
$3.2M -$136K -1,153 -4%
CFD
110
Creative Financial Designs
Indiana
$3.16M -$707K -6,013 -18%
EH
111
Equitable Holdings
New York
$3.04M +$54.3K +462 +2%
LWMG
112
Levy Wealth Management Group
Pennsylvania
$3.01M -$25.4K -216 -0.8%
MA
113
MONECO Advisors
Connecticut
$2.98M +$27.5K +234 +0.9%
PA
114
PFG Advisors
Arizona
$2.85M +$238K +2,025 +9%
UCFA
115
United Capital Financial Advisors
Texas
$2.8M +$25.9K +220 +0.9%
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$2.77M -$406K -3,451 -13%
WFA
117
Wells Financial Advisors
Massachusetts
$2.72M -$44.7K -380 -2%
IFS
118
Ifrah Financial Services
Arkansas
$2.71M -$50.6K -430 -2%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$2.7M -$85K -723 -3%
TWM
120
Tradition Wealth Management
Minnesota
$2.69M +$129K +1,098 +5%
Mariner
121
Mariner
Kansas
$2.66M +$317K +2,695 +14%
GJIA
122
Glass Jacobson Investment Advisors
Maryland
$2.6M +$209K +1,774 +9%
TFM
123
Trademark Financial Management
Minnesota
$2.55M +$1.67M +14,200 +194%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2.46M +$906K +7,707 +59%
AWS
125
Atria Wealth Solutions
New York
$2.44M -$90.9K -773 -4%