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Vanguard Mega Cap Value ETF

366 hedge funds and large institutions have $5.03B invested in Vanguard Mega Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+40
Holders Change %
+12.27%
% of All Funds
5.37%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.43%
New
62
Increased
117
Reduced
124
Closed
18
Calls
$5.3M
Puts
Net Calls
+$5.3M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
201
Cresta Advisors
Texas
$607K +$167K +1,530 +38%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$606K -$547 -5 -0.1%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$601K +$109 +1 +0%
SG
204
StoneX Group
New York
$592K +$4.05K +37 +0.7%
PCIA
205
Prime Capital Investment Advisors
Kansas
$592K +$8.64K +79 +1%
GIA
206
Gladstone Institutional Advisory
Florida
$585K +$219 +2 +0%
MCM
207
MidAtlantic Capital Management
Virginia
$584K +$584K +5,336 New
MOS
208
MGO One Seven
Ohio
$575K -$1.42K -13 -0.2%
ICP
209
Interchange Capital Partners
Pennsylvania
$572K -$31.7K -290 -5%
FA
210
FDx Advisors
Illinois
$572K +$4.92K +45 +0.9%
BFG
211
Berger Financial Group
Minnesota
$569K
LCM
212
Lazari Capital Management
California
$566K
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$558K -$39.4K -360 -7%
WBG
214
Wharton Business Group
Pennsylvania
$552K -$243K -2,220 -31%
TWC
215
TD Waterhouse Canada
Ontario, Canada
$548K +$529K +4,783 +2,797%
MWM
216
Meridian Wealth Management
Kentucky
$547K -$7.66K -70 -1%
AWA
217
Arkadios Wealth Advisors
Georgia
$534K
CAM
218
Concorde Asset Management
Michigan
$529K -$422K -3,857 -44%
OC
219
OxenFree Capital
Florida
$521K +$521K +4,768 New
KFGK
220
Keystone Financial Group (Kentucky)
Kentucky
$519K
LC
221
Landaas & Company
Wisconsin
$518K
GC
222
Gratus Capital
Georgia
$498K +$498K +4,550 New
SWM
223
Silverlake Wealth Management
Vermont
$493K +$157K +1,434 +47%
VVP
224
Venture Visionary Partners
Ohio
$489K
HTC
225
Haverford Trust Company
Pennsylvania
$479K