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Vanguard Mega Cap Value ETF

501 hedge funds and large institutions have $7.35B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 199 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.83M
Puts
$303K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$6.11M
CWMGP
102
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.06M
PD
103
Planning Directions
Pennsylvania
$6.04M
BWP
104
BSW Wealth Partners
Colorado
$5.94M
VW
105
Veridan Wealth
Oregon
$5.82M
MOS
106
MGO One Seven
Ohio
$5.81M
TFM
107
Trademark Financial Management
Minnesota
$5.62M
AI
108
Atria Investments
North Carolina
$5.56M
RA
109
Resolute Advisors
California
$5.49M
Renaissance Technologies
110
Renaissance Technologies
New York
$5.39M
CFAM
111
Center For Asset Management
Florida
$5.37M
WB
112
WesBanco Bank
West Virginia
$5.33M
CCM
113
Colorado Capital Management
Colorado
$5.27M
MA
114
Mutual Advisors
Nebraska
$5.2M
HCP
115
Holt Capital Partners
Texas
$5.16M
EWA
116
EverSource Wealth Advisors
Alabama
$5.05M
WHG
117
Westwood Holdings Group
Texas
$5.02M
MAG
118
Mayfair Advisory Group
Alabama
$4.96M
CFD
119
Creative Financial Designs
Indiana
$4.95M
AC
120
Avant Capital
Louisiana
$4.85M
CF
121
Centaurus Financial
California
$4.83M
PWP
122
Principle Wealth Partners
Connecticut
$4.77M
BIM
123
Breakwater Investment Management
Washington
$4.36M
DAS
124
Diversify Advisory Services
Utah
$4.32M
BWM
125
Boyd Wealth Management
California
$4.08M