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Vanguard Mega Cap Value ETF

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ACI
126
Alpha Cubed Investments
California
$3.43M -$77.6K -602 -2%
RPSA
127
Richard P. Slaughter Associates
Texas
$3.36M -$1.82M -14,112 -35%
MCM
128
MAI Capital Management
Ohio
$3.31M -$358K -2,778 -10%
RFM
129
Royal Fund Management
Florida
$3.31M -$2.96M -22,762 -47%
PB
130
Pinnacle Bancorp
Nebraska
$3.29M
SVCP
131
Silicon Valley Capital Partners
California
$3.28M -$221K -1,733 -6%
TWM
132
Tradition Wealth Management
Minnesota
$3.22M +$18.2K +141 +0.6%
GK
133
Graney & King
New York
$3.2M +$2.3M +17,880 +257%
GJIA
134
Glass Jacobson Investment Advisors
Maryland
$3.09M
UCFA
135
United Capital Financial Advisors
Texas
$3.05M -$2.32K -18 -0.1%
WFA
136
Wells Financial Advisors
Massachusetts
$2.96M
MAMG
137
Milestone Asset Management Group
Connecticut
$2.95M +$327K +2,541 +12%
Renaissance Technologies
138
Renaissance Technologies
New York
$2.94M +$2.04M +15,800 +226%
IFS
139
Ifrah Financial Services
Arkansas
$2.91M -$44.8K -348 -2%
Truist Financial
140
Truist Financial
North Carolina
$2.78M +$112K +866 +4%
FIA
141
Foundations Investment Advisors
Arizona
$2.61M +$235K +1,822 +10%
SFP
142
Strategic Financial Partners
Oregon
$2.59M -$3.22K -25 -0.1%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$2.59M -$21.1K -164 -0.8%
CWMGP
144
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.48M +$2.48M +19,253 New
RGC
145
Roberts, Glore & Co
Illinois
$2.44M -$18.4K -143 -0.8%
GFG
146
Grantvest Financial Group
New Jersey
$2.41M -$49.6K -385 -2%
CA
147
Cresta Advisors
Texas
$2.4M +$226K +1,755 +10%
AP
148
Americana Partners
Texas
$2.4M
CL
149
Choreo LLC
Illinois
$2.35M -$23.8K -185 -1%
SWM
150
Silverlake Wealth Management
Vermont
$2.34M +$282K +2,189 +14%