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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 452469 (+17)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
60
Increased
174
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Diversify Advisory Services
Utah
$1.7M +$362K +2,801 +26%
AWM
177
AE Wealth Management
Kansas
$1.66M -$1.53M -11,834 -48%
EWA
178
EP Wealth Advisors
California
$1.59M +$17.3K +134 +1%
PA
179
PFG Advisors
Arizona
$1.56M -$645K -4,986 -29%
Northern Trust
180
Northern Trust
Illinois
$1.55M -$76.5K -592 -5%
PA
181
Procyon Advisors
Connecticut
$1.53M -$40K -309 -3%
BC
182
Bowman & Company
Wisconsin
$1.5M +$8.15K +63 +0.5%
NA
183
NewEdge Advisors
Louisiana
$1.49M -$104K -802 -6%
MGIA
184
Moneta Group Investment Advisors
Missouri
$1.49M -$29.7K -230 -2%
Vanguard Group
185
Vanguard Group
Pennsylvania
$1.48M +$287K +2,216 +24%
CWL
186
Causey Wealth LLC
Colorado
$1.47M +$5.04K +39 +0.3%
P
187
&Partners
Tennessee
$1.45M +$1.09M +8,411 +283%
GAM
188
Gotham Asset Management
New York
$1.44M
PBF
189
Petix & Botte Financial
California
$1.43M -$183K -1,412 -11%
CSP
190
Cary Street Partners
Virginia
$1.42M -$36.2K -280 -2%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$1.39M +$215K +1,662 +18%
BP
192
Ballentine Partners
Massachusetts
$1.38M
FA
193
Flagstar Advisors
New York
$1.36M +$192K +1,485 +16%
KPWS
194
Kestra Private Wealth Services
Texas
$1.35M +$45.5K +352 +3%
FFA
195
Farther Finance Advisors
California
$1.33M +$1.04M +8,060 +352%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M +$208K +1,610 +19%
SFPG
197
Stonebridge Financial Planning Group
Florida
$1.3M +$1.31M +10,122 New
IWC
198
Integrated Wealth Concepts
Massachusetts
$1.3M -$1.63M -12,638 -56%
BCI
199
Brinker Capital Investments
Pennsylvania
$1.28M +$405K +3,133 +46%
OPS
200
Orion Portfolio Solutions
Nebraska
$1.28M +$405K +3,133 +46%