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Vanguard Mega Cap Value ETF

386 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 382386 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Flagstar Advisors
New York
$974K +$150K +1,273 +18%
AG
177
Ascent Group
Virginia
$961K -$2.59K -22 -0.3%
RJT
178
Raymond James Trust
Florida
$939K +$78.5K +668 +9%
RWM
179
Revisor Wealth Management
Ohio
$936K -$883K -7,514 -49%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$931K -$12.3K -105 -1%
HI
181
Hudock Inc
Pennsylvania
$921K -$3.41K -29 -0.4%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$917K +$20.5K +174 +2%
WCM
183
Wealthcare Capital Management
Virginia
$915K -$19.8K -168 -2%
Citadel Advisors
184
Citadel Advisors
Florida
$909K +$902K +7,669 New
Vanguard Group
185
Vanguard Group
Pennsylvania
$897K +$58.5K +498 +7%
CCMG
186
Clark Capital Management Group
Pennsylvania
$879K +$301K +2,558 +53%
CA
187
Crane Advisory
California
$875K -$5.64K -48 -0.6%
ACP
188
Aveo Capital Partners
Colorado
$872K -$5.17K -44 -0.6%
PWG
189
Private Wealth Group
Florida
$871K
SWM
190
Silverlake Wealth Management
Vermont
$868K +$301K +2,560 +54%
CGA
191
Crescent Grove Advisors
Illinois
$841K
Cerity Partners
192
Cerity Partners
New York
$839K -$174K -1,477 -17%
RWP
193
RWA Wealth Partners
Massachusetts
$826K +$941 +8 +0.1%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$816K -$145K -1,231 -15%
LFAS
195
Level Four Advisory Services
Texas
$808K -$30.4K -259 -4%
HH
196
Hilltop Holdings
Texas
$803K +$68.2K +580 +9%
IA
197
IFP Advisors
Florida
$790K +$283K +2,407 +57%
WP
198
Westmount Partners
California
$783K
Corient Private Wealth
199
Corient Private Wealth
Florida
$757K -$40.6K -345 -5%
CCWM
200
Cassaday & Co Wealth Management
Virginia
$744K +$355K +3,019 +93%