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Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$6.11M +$414K +3,098 +8%
CWMGP
102
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.06M +$837K +6,254 +17%
PD
103
Planning Directions
Pennsylvania
$6.04M -$414K -3,098 -7%
LI
104
LifeWealth Investments
Florida
$5.95M +$148K +1,107 +3%
BWP
105
BSW Wealth Partners
Colorado
$5.94M -$547K -4,086 -9%
VW
106
Veridan Wealth
Oregon
$5.82M +$5.65M +42,247 New
MOS
107
MGO One Seven
Ohio
$5.81M +$4.73M +35,372 +518%
TFM
108
Trademark Financial Management
Minnesota
$5.62M -$3.84M -28,683 -41%
AI
109
Atria Investments
North Carolina
$5.56M -$36.8K -275 -0.7%
RA
110
Resolute Advisors
California
$5.49M +$27K +202 +0.5%
Renaissance Technologies
111
Renaissance Technologies
New York
$5.39M +$4.15M +31,000 +383%
CFAM
112
Center For Asset Management
Florida
$5.37M -$2.23M -16,646 -30%
WB
113
WesBanco Bank
West Virginia
$5.33M +$20.3K +152 +0.4%
CCM
114
Colorado Capital Management
Colorado
$5.27M +$542K +4,049 +12%
MA
115
Mutual Advisors
Nebraska
$5.2M +$96K +718 +2%
HCP
116
Holt Capital Partners
Texas
$5.16M -$71.6K -535 -1%
EWA
117
EverSource Wealth Advisors
Alabama
$5.05M -$34.6K -259 -0.7%
WHG
118
Westwood Holdings Group
Texas
$5.02M
MAG
119
Mayfair Advisory Group
Alabama
$4.96M +$1.84M +13,720 +62%
CFD
120
Creative Financial Designs
Indiana
$4.95M +$121K +903 +3%
AC
121
Avant Capital
Louisiana
$4.85M +$82.1K +614 +2%
CF
122
Centaurus Financial
California
$4.83M +$58.2K +435 +1%
PWP
123
Principle Wealth Partners
Connecticut
$4.77M -$18.7K -140 -0.4%
BIM
124
Breakwater Investment Management
Washington
$4.36M -$72.6K -543 -2%
DAS
125
Diversify Advisory Services
Utah
$4.32M +$2.14M +15,987 +102%