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Vanguard Mega Cap Value ETF

557 hedge funds and large institutions have $8.08B invested in Vanguard Mega Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 233 increasing their positions, 142 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.64M
Puts
$1.74M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
101
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.92M
PD
102
Planning Directions
Pennsylvania
$6.43M
CPA
103
Compass Planning Associates
Massachusetts
$6.39M
PFM
104
Phillips Financial Management
Indiana
$6.3M
QFA
105
Quattro Financial Advisors
Texas
$6.21M
VW
106
Veridan Wealth
Oregon
$6.19M
TA
107
TFB Advisors
Kansas
$6.15M
Mariner
108
Mariner
Kansas
$6.07M
TCBWMS
109
Texas Capital Bank Wealth Management Services
Texas
$5.92M
RA
110
Resolute Advisors
California
$5.84M
WA
111
Waystone Advisors
Washington
$5.82M
AI
112
Atria Investments
North Carolina
$5.79M
CF
113
Centaurus Financial
California
$5.6M
CFM
114
Cornerstone Financial Management
Massachusetts
$5.38M
CFAM
115
Center For Asset Management
Florida
$5.38M
WHG
116
Westwood Holdings Group
Texas
$5.31M
HCP
117
Holt Capital Partners
Texas
$5.26M
BCM
118
Brookstone Capital Management
Illinois
$5.18M
TFM
119
Trademark Financial Management
Minnesota
$5.13M
AC
120
Avant Capital
Louisiana
$5.06M
BWP
121
BSW Wealth Partners
Colorado
$4.97M
CA
122
Calton & Associates
Florida
$4.96M
MA
123
Mutual Advisors
Nebraska
$4.92M
DWM
124
Diversify Wealth Management
Utah
$4.88M
WANY
125
Wealthspire Advisors (New York)
New York
$4.85M