We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

328 hedge funds and large institutions have $4.34B invested in Vanguard Mega Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $430K

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 112

0.65% more ownership

Funds ownership: 71.44%72.09% (+0.65%)

0% more capital invested

Capital invested by funds: $4.32B → $4.34B (+$21M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 333328 (-5)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
328
Holders Change
-5
Holders Change %
-1.5%
% of All Funds
5.15%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.44%
New
28
Increased
117
Reduced
112
Closed
29
Calls
$2.97M
Puts
$430K
Net Calls
+$2.54M
Net Calls Change
-$591K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$1.03M +$4.48K +44 +0.4%
WCM
152
Wealthcare Capital Management
Virginia
$993K -$56.2K -552 -5%
CAM
153
Concorde Asset Management
Michigan
$991K +$6.21K +61 +0.6%
CW
154
Channel Wealth
California
$960K -$297K -2,918 -24%
GFG
155
Goldstone Financial Group
Illinois
$916K +$257K +2,528 +40%
PA
156
PFG Advisors
Arizona
$903K -$793K -7,798 -47%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$899K -$2.68M -26,299 -75%
AG
158
Ascent Group
Virginia
$898K -$65.4K -643 -7%
DWMG
159
DB Wealth Management Group
California
$861K +$2.04K +20 +0.2%
CA
160
Crane Advisory
California
$818K -$76.7K -754 -9%
PT
161
Plimoth Trust
Massachusetts
$813K
LWA
162
LWS Wealth Advisors
New Jersey
$805K +$92.7K +911 +13%
CSPAM
163
Cary Street Partners Asset Management
Virginia
$805K +$26.7K +262 +3%
GW
164
GW & Wade
Massachusetts
$794K +$916 +9 +0.1%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$775K +$133K +1,308 +21%
PWG
166
Private Wealth Group
Florida
$763K
FTUS
167
Flow Traders U.S.
New York
$748K +$733K +7,209 New
CWM
168
Collaborative Wealth Management
Florida
$746K -$28.9K -284 -4%
ACP
169
Aveo Capital Partners
Colorado
$732K -$20.6K -202 -3%
CGA
170
Crescent Grove Advisors
Illinois
$732K
BRWA
171
B. Riley Wealth Advisors
Florida
$729K -$21.2K -208 -3%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$708K -$3.7M -36,399 -84%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$700K -$558K -5,485 -45%
WP
174
Westmount Partners
California
$688K
VC
175
Vicus Capital
Pennsylvania
$654K -$138K -1,355 -18%