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Vanguard Mega Cap Value ETF

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
101
Holt Capital Partners
Texas
$4.97M -$225K -1,745 -4%
WB
102
WesBanco Bank
West Virginia
$4.94M
CFD
103
Creative Financial Designs
Indiana
$4.8M +$6.18K +48 +0.1%
EWA
104
EverSource Wealth Advisors
Alabama
$4.78M -$222K -1,725 -4%
WHG
105
Westwood Holdings Group
Texas
$4.62M
CPA
106
Compass Planning Associates
Massachusetts
$4.55M +$443K +3,439 +11%
MA
107
Mutual Advisors
Nebraska
$4.46M -$91.9K -751 -2%
AC
108
Avant Capital
Louisiana
$4.46M +$47.4K +368 +1%
PWP
109
Principle Wealth Partners
Connecticut
$4.45M -$149K -1,157 -3%
AI
110
Atria Investments
North Carolina
$4.42M -$1.76M -13,684 -29%
CF
111
Centaurus Financial
California
$4.36M +$9.92K +77 +0.2%
BIM
112
Breakwater Investment Management
Washington
$4.24M -$31.3K -243 -0.7%
Mariner
113
Mariner
Kansas
$4.18M +$1.08M +8,344 +35%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$4.12M +$115K +1,002 +3%
CCA
115
Checchi Capital Advisers
California
$4M +$33.8K +262 +0.9%
MGIA
116
Matthew Goff Investment Advisor
Texas
$3.99M +$1.83M +11,273 +85%
FWM
117
Fingerlakes Wealth Management
New York
$3.98M +$348K +2,703 +10%
ZF
118
Zhang Financial
Michigan
$3.84M +$39.6K +307 +1%
CCM
119
Colorado Capital Management
Colorado
$3.83M +$535K +4,155 +16%
CIA
120
Concurrent Investment Advisors
Florida
$3.81M +$1.02M +7,938 +37%
BWM
121
Boyd Wealth Management
California
$3.7M +$296K +2,297 +9%
EWA
122
Encompass Wealth Advisors
Oregon
$3.6M +$387 +3 +0%
CFO
123
CVA Family Office
Colorado
$3.54M -$119K -922 -3%
MG
124
Mather Group
Illinois
$3.5M -$41K -318 -1%
EH
125
Equitable Holdings
New York
$3.47M -$144K -1,117 -4%