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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
126
Pinnacle Bancorp
Nebraska
$3.19M -$1.29K -10 -0%
TWM
127
Tradition Wealth Management
Minnesota
$3.1M +$155K +1,201 +5%
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$3.09M +$95.4K +739 +3%
AWM
129
AE Wealth Management
Kansas
$3.09M -$865K -6,703 -21%
Mariner
130
Mariner
Kansas
$3.01M -$63.4K -491 -2%
MA
131
MONECO Advisors
Connecticut
$2.99M -$179K -1,385 -5%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$2.99M +$1.03M +7,999 +50%
UCFA
133
United Capital Financial Advisors
Texas
$2.96M +$2.32K +18 +0.1%
WFA
134
Wells Financial Advisors
Massachusetts
$2.87M
IFS
135
Ifrah Financial Services
Arkansas
$2.86M +$258 +2 +0%
IWC
136
Integrated Wealth Concepts
Massachusetts
$2.84M +$1.28M +9,924 +78%
CIA
137
Concurrent Investment Advisors
Florida
$2.7M +$271K +2,102 +11%
Truist Financial
138
Truist Financial
North Carolina
$2.59M +$341K +2,640 +15%
MAMG
139
Milestone Asset Management Group
Connecticut
$2.54M +$2.63M +20,346 New
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$2.53M -$288K -2,229 -10%
SFP
141
Strategic Financial Partners
Oregon
$2.52M -$17.4K -135 -0.7%
AF
142
Allworth Financial
California
$2.4M +$57.3K +444 +2%
GFG
143
Grantvest Financial Group
New Jersey
$2.38M +$2.46M +19,092 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.38M +$672K +5,209 +38%
RGC
145
Roberts, Glore & Co
Illinois
$2.38M -$2.71K -21 -0.1%
William Blair & Company
146
William Blair & Company
Illinois
$2.36M +$368K +2,848 +18%
WCP
147
Wealthcare Capital Partners
Pennsylvania
$2.34M +$2.42M +18,753 New
AP
148
Americana Partners
Texas
$2.33M
CL
149
Choreo LLC
Illinois
$2.3M +$35.4K +274 +2%
FIA
150
Foundations Investment Advisors
Arizona
$2.3M +$2.38M +18,407 New