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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
429% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 7
76% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 37
20% more funds holding
Funds holding: 148 → 178 (+30)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
11% more capital invested
Capital invested by funds: $1.75B → $1.95B (+$196M)
0.48% more ownership
Funds ownership: 69.34% → 69.82% (+0.48%)
Holders
178
Holders Change
+30
Holders Change %
+20.27%
% of All Funds
3.51%
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
–
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$18.7M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$7.52M |
| 3 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
-$7.03M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$3.61M |
| 5 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$2.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPS
176
Orion Portfolio Solutions
Omaha,
Nebraska
| $2K | +$1.76K | +21 | New |
|
|
GFPC
177
Global Financial Private Client
Sarasota,
Florida
| $1.22K | +$1.17K | +14 | New |
|
|
VFA
178
Valeo Financial Advisors
Carmel,
Indiana
| $1K | +$587 | +7 | +88% |
|
|
179
M&T Bank
Buffalo,
New York
| – | -$3.61M | -44,358 | Closed |
|
180
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.27M | -15,554 | Closed |
|
181
UBS AM
Chicago,
Illinois
| – | -$821K | -10,085 | Closed |
|
|
MMA
182
Miracle Mile Advisors
Los Angeles,
California
| – | -$650K | -7,980 | Closed |
|
|
PFA
183
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$659K | -7,770 | Closed |
|
|
EW
184
Evoke Wealth
Los Angeles,
California
| – | -$471K | -5,782 | Closed |
|
|
APSP
185
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| – | -$118K | -1,450 | Closed |
|
|
CFD
186
Creative Financial Designs
Kokomo,
Indiana
| – | +$84 | +1 | New |
|