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Vanguard Mega Cap Value ETF

386 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 382386 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
126
Strategic Financial Partners
Oregon
$2.35M -$58.9K -501 -2%
RFM
127
Royal Fund Management
Florida
$2.33M -$237K -2,019 -9%
RGC
128
Roberts, Glore & Co
Illinois
$2.26M -$1.76K -15 -0.1%
AF
129
Allworth Financial
California
$2.21M -$21.2K -180 -1%
AP
130
Americana Partners
Texas
$2.2M +$2.35K +20 +0.1%
CIA
131
Concurrent Investment Advisors
Florida
$2.17M +$36.4K +310 +2%
CL
132
Choreo LLC
Illinois
$2.13M +$211K +1,794 +11%
William Blair & Company
133
William Blair & Company
Illinois
$2.05M -$201K -1,709 -9%
Prudential Financial
134
Prudential Financial
New Jersey
$2.05M +$357K +3,035 +21%
FNBOO
135
First National Bank of Omaha
Nebraska
$2.02M +$31.7K +270 +2%
CA
136
Cresta Advisors
Texas
$2.02M -$15.5K -132 -0.8%
HIS
137
Horizon Investment Services
Indiana
$1.99M -$52K -442 -3%
HWA
138
Hilltop Wealth Advisors
North Carolina
$1.97M -$53.7K -457 -3%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$1.91M +$938K +7,978 +100%
BOH
140
Bank of Hawaii
Hawaii
$1.91M +$65.2K +555 +4%
WAM
141
WNY Asset Management
New York
$1.9M -$253K -2,151 -12%
HBW
142
Hazlett, Burt & Watson
West Virginia
$1.86M -$98.2K -835 -5%
PBF
143
Petix & Botte Financial
California
$1.86M +$921K +7,837 +100%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1.86M +$483K +4,105 +36%
PB
145
Pinnacle Bancorp
Nebraska
$1.85M -$22.3K -190 -1%
SQA
146
Simon Quick Advisors
New Jersey
$1.83M
Northern Trust
147
Northern Trust
Illinois
$1.76M -$230K -1,957 -12%
OAJ
148
Ogorek Anthony Joseph
New York
$1.74M -$46.8K -398 -3%
AAS
149
Ameritas Advisory Services
Nebraska
$1.74M +$262K +2,232 +18%
Truist Financial
150
Truist Financial
North Carolina
$1.71M +$167K +1,419 +11%