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Vanguard Mega Cap Value ETF

228 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$227M)

0% more funds holding

Funds holding: 227228 (+1)

0.22% more ownership

Funds ownership: 70.17%70.4% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.97%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
23
Increased
89
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$113K +$37.3K +376 +49%
HWM
202
Holloway Wealth Management
Florida
$97K
DI
203
Disciplined Investments
Oklahoma
$96K -$6.66K -67 -7%
MCM
204
MV Capital Management
Maryland
$92K
APC
205
Aspire Private Capital
North Carolina
$59K -$47.4K -477 -45%
BA
206
Bellwether Advisors
Nebraska
$57K
GI
207
Gradient Investments
Minnesota
$55K +$54.6K +550 New
AWM
208
Accel Wealth Management
Iowa
$51K
SIM
209
Sonora Investment Management
Arizona
$42K -$7.45K -75 -15%
FA
210
Financial Avengers
California
$40K
FPFS
211
First Personal Financial Services
North Carolina
$40K
CFA
212
Carroll Financial Associates
North Carolina
$36K
S
213
SignatureFD
Georgia
$34K
BAM
214
Baldrige Asset Management
Pennsylvania
$34K +$34K +342 New
MFA
215
McClarren Financial Advisors
Pennsylvania
$34K +$34.6K +348 New
IA
216
IFP Advisors
Florida
$33K
DSC
217
Duncker Streett & Co
Missouri
$25K
Barclays
218
Barclays
United Kingdom
$24K +$24.1K +243 New
GWM
219
Geneos Wealth Management
Colorado
$23K -$39.7K -400 -63%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$20K
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K
BlackRock
222
BlackRock
New York
$10K -$298 -3 -3%
FFA
223
Founders Financial Alliance
North Carolina
$10K
TFGT
224
TS Financial Group (TSFG)
Illinois
$10K
RG
225
Retirement Group
California
$6K +$99 +1 +2%