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Vanguard Mega Cap Value ETF

421 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$2.04M +$622K +5,038 +46%
HWA
152
Hilltop Wealth Advisors
North Carolina
$2.03M -$96.5K -782 -5%
PBF
153
Petix & Botte Financial
California
$2.02M +$6.42K +52 +0.3%
SQA
154
Simon Quick Advisors
New Jersey
$1.98M +$1.85K +15 +0.1%
CCM
155
Colorado Capital Management
Colorado
$1.8M +$1.05M +8,471 +152%
OAJ
156
Ogorek Anthony Joseph
New York
$1.79M -$92.2K -747 -5%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$1.78M +$1.42M +11,524 +491%
AGA
158
Arkos Global Advisors
Texas
$1.77M
MGIA
159
Matthew Goff Investment Advisor
Texas
$1.73M +$370 +3 +0%
Northern Trust
160
Northern Trust
Illinois
$1.69M -$213K -1,727 -12%
AAS
161
Ameritas Advisory Services
Nebraska
$1.67M -$205K -1,663 -11%
GVAG
162
Great Valley Advisor Group
Delaware
$1.65M +$153K +1,240 +11%
IWC
163
Integrated Wealth Concepts
Massachusetts
$1.64M +$554K +4,489 +54%
DAS
164
Diversify Advisory Services
Utah
$1.63M -$7.53K -61 -0.5%
EWA
165
EP Wealth Advisors
California
$1.6M -$28.6K -232 -2%
UAG
166
United Advisor Group
Ohio
$1.53M +$1.48M +11,961 New
MGIA
167
Moneta Group Investment Advisors
Missouri
$1.48M -$1.24K -10 -0.1%
BC
168
Bowman & Company
Wisconsin
$1.48M +$16.7K +135 +1%
NA
169
NewEdge Advisors
Louisiana
$1.47M -$73.6K -596 -5%
PA
170
Procyon Advisors
Connecticut
$1.47M -$29.6K -240 -2%
GAM
171
Gotham Asset Management
New York
$1.46M -$2.96K -24 -0.2%
GRP
172
Global Retirement Partners
California
$1.43M +$46.8K +379 +4%
ACM
173
AlphaStar Capital Management
North Carolina
$1.41M +$1.36M +10,994 New
CA
174
Calton & Associates
Florida
$1.38M +$736K +5,962 +124%
PSB
175
Passumpsic Savings Bank
Vermont
$1.38M +$104K +845 +9%