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Vanguard Mega Cap Value ETF

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
Net Calls
+$5.3M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
126
Royal Fund Management
Florida
$2.13M +$344K +3,138 +19%
CIA
127
Concurrent Investment Advisors
Florida
$2.12M +$2.12M +19,416 New
AP
128
Americana Partners
Texas
$2.03M +$324K +2,960 +19%
AF
129
Allworth Financial
California
$2.02M +$156K +1,422 +8%
IWC
130
Integrated Wealth Concepts
Massachusetts
$2M -$2.93M -26,786 -59%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$1.94M +$1.64M +14,968 +549%
CA
132
Continuum Advisory
Idaho
$1.91M -$106K -965 -5%
HIS
133
Horizon Investment Services
Indiana
$1.9M -$109 -1 -0%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$1.9M -$54.9K -502 -3%
HWA
135
Hilltop Wealth Advisors
North Carolina
$1.88M -$38.4K -351 -2%
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$1.87M +$303K +2,772 +19%
MGIA
137
Moneta Group Investment Advisors
Missouri
$1.86M
CL
138
Choreo LLC
Illinois
$1.79M +$1.79M +16,379 New
William Blair & Company
139
William Blair & Company
Illinois
$1.77M -$18.8K -172 -1%
EWA
140
EP Wealth Advisors
California
$1.76M -$137K -1,253 -7%
PB
141
Pinnacle Bancorp
Nebraska
$1.72M -$14.8K -135 -0.8%
PBF
142
Petix & Botte Financial
California
$1.71M -$27.9K -255 -2%
SQA
143
Simon Quick Advisors
New Jersey
$1.69M +$984 +9 +0.1%
HBW
144
Hazlett, Burt & Watson
West Virginia
$1.68M -$17.9K -164 -1%
OAJ
145
Ogorek Anthony Joseph
New York
$1.66M -$37.7K -345 -2%
BOH
146
Bank of Hawaii
Hawaii
$1.59M +$83.2K +761 +6%
MGIA
147
Matthew Goff Investment Advisor
Texas
$1.45M -$32.6K -298 -2%
GVAG
148
Great Valley Advisor Group
Delaware
$1.44M +$1.44M +13,181 New
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$1.43M +$691K +6,321 +93%
Truist Financial
150
Truist Financial
North Carolina
$1.42M -$11K -101 -0.8%