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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 451469 (+18)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+18
Holders Change %
+3.99%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
61
Increased
173
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$5.04M +$2.02M +15,616 +65%
HCP
102
Holt Capital Partners
Texas
$4.97M -$226K -1,745 -4%
WB
103
WesBanco Bank
West Virginia
$4.94M
CFD
104
Creative Financial Designs
Indiana
$4.8M +$6.21K +48 +0.1%
EWA
105
EverSource Wealth Advisors
Alabama
$4.78M -$223K -1,725 -4%
WHG
106
Westwood Holdings Group
Texas
$4.62M
CPA
107
Compass Planning Associates
Massachusetts
$4.55M +$445K +3,439 +11%
MA
108
Mutual Advisors
Nebraska
$4.46M -$97.1K -751 -2%
AC
109
Avant Capital
Louisiana
$4.46M +$47.6K +368 +1%
PWP
110
Principle Wealth Partners
Connecticut
$4.45M -$150K -1,157 -3%
AI
111
Atria Investments
North Carolina
$4.42M -$1.77M -13,684 -29%
CF
112
Centaurus Financial
California
$4.36M +$9.96K +77 +0.2%
BIM
113
Breakwater Investment Management
Washington
$4.24M -$31.4K -243 -0.7%
Mariner
114
Mariner
Kansas
$4.18M +$1.08M +8,344 +35%
LI
115
LifeWealth Investments
Florida
$4.16M +$2.78M +21,479 +199%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$4.12M +$130K +1,002 +3%
CCA
117
Checchi Capital Advisers
California
$4M +$33.9K +262 +0.9%
MGIA
118
Matthew Goff Investment Advisor
Texas
$3.99M +$1.46M +11,273 +85%
FWM
119
Fingerlakes Wealth Management
New York
$3.98M +$350K +2,703 +10%
ZF
120
Zhang Financial
Michigan
$3.84M +$39.7K +307 +1%
CCM
121
Colorado Capital Management
Colorado
$3.83M +$537K +4,155 +16%
CIA
122
Concurrent Investment Advisors
Florida
$3.81M +$1.03M +7,938 +37%
BWM
123
Boyd Wealth Management
California
$3.7M +$297K +2,297 +9%
EWA
124
Encompass Wealth Advisors
Oregon
$3.6M +$388 +3 +0%
CFO
125
CVA Family Office
Colorado
$3.54M -$119K -922 -3%