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Vanguard Mega Cap Value ETF

178 hedge funds and large institutions have $1.95B invested in Vanguard Mega Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+30
Holders Change %
+20.27%
% of All Funds
3.52%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
37
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
151
Holloway Wealth Management
Florida
$85K -$80K
FHA
152
Flagship Harbor Advisors
Massachusetts
$83K +$40.8K +468 +96%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$67K
DI
154
Disciplined Investments
Oklahoma
$65K +$65K +746 New
CAC
155
Certified Advisory Corp
Florida
$52K +$52K +601 New
EWM
156
EPG Wealth Management
Georgia
$47K +$47K +540 New
FPFS
157
First Personal Financial Services
North Carolina
$44K
JCM
158
Jacobi Capital Management
Pennsylvania
$41K +$528 +6 +1%
IA
159
IFP Advisors
Florida
$39K -$8.33K -95 -18%
TFA
160
Tobias Financial Advisors
Florida
$39K +$39K +456 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$35K +$172 +2 +0.5%
DSC
162
Duncker Streett & Co
Missouri
$35K +$35K +400 New
EFSCE
163
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
HGWM
164
Harvest Group Wealth Management
Massachusetts
$22K
BlackRock
165
BlackRock
New York
$21K +$14.1K +161 +206%
AIC
166
Archer Investment Corporation
Indiana
$12K -$18.8K -221 -61%
SFS
167
Sowell Financial Services
Arkansas
$12K +$169 +2 +1%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
TFGT
169
TS Financial Group (TSFG)
Illinois
$11K
CWA
170
Carolina Wealth Advisors
South Carolina
$11K +$11K +128 New
CFA
171
Carroll Financial Associates
North Carolina
$11K +$11K +130 New
GWMIA
172
Global Wealth Management Investment Advisory
Florida
$8K -$3.36K -39 -30%
HNB
173
Huntington National Bank
Ohio
$6K
BCI
174
Brinker Capital Investments
Pennsylvania
$4K
AWM
175
AllSquare Wealth Management
New York
$3K