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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Calton & Associates
Florida
$1.42M +$79.1K +613 +6%
CWL
177
Causey Wealth LLC
Colorado
$1.42M +$1.46M +11,336 New
CSP
178
Cary Street Partners
Virginia
$1.41M +$1.46M +11,319 New
GAM
179
Gotham Asset Management
New York
$1.39M -$24.1K -187 -2%
AGA
180
Arkos Global Advisors
Texas
$1.39M -$348K -2,700 -20%
RWM
181
Revisor Wealth Management
Ohio
$1.38M +$425K +3,292 +44%
DAS
182
Diversify Advisory Services
Utah
$1.36M -$207K -1,607 -13%
OWM
183
OneAscent Wealth Management
Alabama
$1.35M +$481K +3,727 +52%
LI
184
LifeWealth Investments
Florida
$1.35M +$1.4M +10,817 New
GRP
185
Global Retirement Partners
California
$1.35M -$53.3K -413 -4%
BP
186
Ballentine Partners
Massachusetts
$1.34M
KPWS
187
Kestra Private Wealth Services
Texas
$1.26M +$40.3K +312 +3%
M&T Bank
188
M&T Bank
New York
$1.2M -$78.7K -610 -6%
Vanguard Group
189
Vanguard Group
Pennsylvania
$1.16M +$104K +802 +9%
Citadel Advisors
190
Citadel Advisors
Florida
$1.15M +$595K +4,608 +99%
WSFS
191
Wilmington Savings Fund Society
Delaware
$1.14M +$978K +7,578 +483%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$1.14M +$1.18M +9,107 New
FA
193
Flagstar Advisors
New York
$1.14M +$85.3K +661 +8%
BFAG
194
Blackston Financial Advisory Group
Florida
$1.13M +$304K +2,352 +35%
SCA
195
Snowden Capital Advisors
New York
$1.13M
WIA
196
World Investment Advisors
California
$1.12M +$127K +987 +12%
HNWAG
197
High Net Worth Advisory Group
Florida
$1.1M
RWP
198
RWA Wealth Partners
Massachusetts
$1.09M +$209K +1,622 +23%
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M -$155K -1,202 -12%
Cerity Partners
200
Cerity Partners
New York
$1.06M +$69.6K +539 +7%