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Vanguard Mega Cap Value ETF

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
Net Calls
+$5.3M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HNWAG
176
High Net Worth Advisory Group
Florida
$777K +$109K +1,000 +16%
LFAS
177
Level Four Advisory Services
Texas
$774K +$272K +2,484 +54%
Corient Private Wealth
178
Corient Private Wealth
Florida
$773K +$469K +4,285 +154%
CGA
179
Crescent Grove Advisors
Illinois
$772K
EFG
180
Ethos Financial Group
Pennsylvania
$754K -$80.2K -734 -10%
DWMG
181
DB Wealth Management Group
California
$727K -$85.7K -784 -11%
WP
182
Westmount Partners
California
$725K
GFG
183
Goldstone Financial Group
Illinois
$723K -$271K -2,482 -27%
CA
184
Calton & Associates
Florida
$719K +$719K +6,573 New
BCI
185
Brinker Capital Investments
Pennsylvania
$702K +$459K +4,159 +189%
OPS
186
Orion Portfolio Solutions
Nebraska
$702K +$459K +4,159 +189%
IA
187
IFP Advisors
Florida
$699K -$408K -3,727 -37%
CWM
188
Collaborative Wealth Management
Florida
$672K -$53.2K -486 -7%
Cerity Partners
189
Cerity Partners
New York
$665K +$665K +6,081 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$665K +$104K +952 +19%
PP
191
Pegasus Partners
Wisconsin
$658K +$658K +6,020 New
HH
192
Hilltop Holdings
Texas
$658K +$323K +2,956 +97%
BRWA
193
B. Riley Wealth Advisors
Florida
$656K +$47.4K +433 +8%
MAM
194
Mainsail Asset Management
Alabama
$651K +$651K +5,954 New
VC
195
Vicus Capital
Pennsylvania
$649K -$16.3K -149 -2%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$646K -$4.59K -42 -0.7%
CAG
197
Csenge Advisory Group
Florida
$635K +$282K +2,577 +80%
VWA
198
Visionary Wealth Advisors
Illinois
$628K -$1.09K -10 -0.2%
JIC
199
Johnson Investment Counsel
Ohio
$625K +$99.5K +910 +19%
PL
200
Plancorp LLC
Missouri
$608K