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Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
Boyd Wealth Management
California
$4.08M -$25.8K -193 -0.6%
CIA
127
Concurrent Investment Advisors
Florida
$4.05M -$48.2K -360 -1%
EWA
128
Encompass Wealth Advisors
Oregon
$3.99M +$130K +969 +3%
EH
129
Equitable Holdings
New York
$3.96M +$127K +950 +3%
Lido Advisors
130
Lido Advisors
California
$3.96M -$201K -1,505 -5%
CCA
131
Checchi Capital Advisers
California
$3.9M -$61.1K -457 -2%
CFO
132
CVA Family Office
Colorado
$3.87M +$85.3K +638 +2%
WA
133
WPG Advisers
Maryland
$3.69M +$365K +2,727 +11%
RPSA
134
Richard P. Slaughter Associates
Texas
$3.65M -$1.1M -8,193 -24%
CPA
135
Compass Planning Associates
Massachusetts
$3.59M -$952K -7,115 -21%
Vanguard Group
136
Vanguard Group
Pennsylvania
$3.58M -$250K -1,866 -7%
PB
137
Pinnacle Bancorp
Nebraska
$3.51M -$2.67K -20 -0.1%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$3.51M +$655K +4,897 +24%
ACI
139
Alpha Cubed Investments
California
$3.49M -$37.2K -278 -1%
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$3.43M +$1.87K +14 +0.1%
MAMG
141
Milestone Asset Management Group
Connecticut
$3.42M +$131K +978 +4%
TWM
142
Tradition Wealth Management
Minnesota
$3.41M +$3.21K +24 +0.1%
MCM
143
MAI Capital Management
Ohio
$3.27M -$145K -1,083 -4%
UCFA
144
United Capital Financial Advisors
Texas
$3.26M
SWM
145
Silverlake Wealth Management
Vermont
$3.24M +$130K +971 +4%
WFA
146
Wells Financial Advisors
Massachusetts
$3.16M
IFS
147
Ifrah Financial Services
Arkansas
$3.09M +$535 +4 +0%
William Blair & Company
148
William Blair & Company
Illinois
$3.07M +$97.5K +729 +3%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$3.07M +$293K +2,190 +11%
RFM
150
Royal Fund Management
Florida
$3.02M -$582K -4,350 -17%