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Vanguard Mega Cap Value ETF

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
Net Calls
+$6.61M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$951K -$15.4K -129 -2%
WCM
177
Wealthcare Capital Management
Virginia
$943K -$23.8K -199 -2%
PBF
178
Petix & Botte Financial
California
$937K -$934K -7,812 -50%
HI
179
Hudock Inc
Pennsylvania
$933K -$12.7K -106 -1%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$896K +$170K +1,423 +23%
PWG
181
Private Wealth Group
Florida
$879K
TFM
182
Trademark Financial Management
Minnesota
$874K +$397K +3,323 +83%
UAG
183
United Advisor Group
Ohio
$872K +$872K +7,295 New
CA
184
Crane Advisory
California
$869K -$1.76K -15 -0.2%
RJT
185
Raymond James Trust
Florida
$868K
TRCT
186
Tower Research Capital (TRC)
New York
$857K +$806K +6,746 +1,587%
ACP
187
Aveo Capital Partners
Colorado
$857K +$8.8K +76 +1%
Vanguard Group
188
Vanguard Group
Pennsylvania
$845K +$346K +2,891 +69%
CGA
189
Crescent Grove Advisors
Illinois
$843K
RWP
190
RWA Wealth Partners
Massachusetts
$833K +$524K +4,385 +170%
FA
191
Flagstar Advisors
New York
$824K +$351K +2,936 +74%
Corient Private Wealth
192
Corient Private Wealth
Florida
$805K -$39.6K -331 -5%
WP
193
Westmount Partners
California
$792K
LFAS
194
Level Four Advisory Services
Texas
$774K
GFG
195
Goldstone Financial Group
Illinois
$754K -$36.3K -304 -5%
CAG
196
Csenge Advisory Group
Florida
$751K +$57.6K +482 +8%
FTUS
197
Flow Traders U.S.
New York
$745K +$745K +6,234 New
HH
198
Hilltop Holdings
Texas
$740K +$21.9K +183 +3%
NMM
199
Naples Money Management
Florida
$737K +$737K +6,165 New
CA
200
CoreCap Advisors
Michigan
$734K +$223K +1,863 +44%