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Vanguard Mega Cap Value ETF

381 hedge funds and large institutions have $5.28B invested in Vanguard Mega Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.52%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
48
Increased
137
Reduced
113
Closed
28
Calls
$6.61M
Puts
Net Calls
+$6.61M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
201
Pegasus Partners
Wisconsin
$719K
VC
202
Vicus Capital
Pennsylvania
$713K +$3.94K +33 +0.6%
MAM
203
Mainsail Asset Management
Alabama
$706K -$5.38K -45 -0.8%
CWM
204
Collaborative Wealth Management
Florida
$694K -$40.8K -341 -6%
VWA
205
Visionary Wealth Advisors
Illinois
$684K -$2.03K -17 -0.3%
PCIA
206
Prime Capital Investment Advisors
Kansas
$676K +$29.8K +249 +5%
PL
207
Plancorp LLC
Missouri
$665K
RCAG
208
Rehmann Capital Advisory Group
Michigan
$661K -$44.6K -373 -6%
JIC
209
Johnson Investment Counsel
Ohio
$660K -$23.1K -193 -3%
USCWA
210
U.S. Capital Wealth Advisors
Texas
$659K +$1.91K +16 +0.3%
SG
211
StoneX Group
New York
$644K -$2.63K -22 -0.4%
GIA
212
Gladstone Institutional Advisory
Florida
$639K +$239 +2 +0%
MCM
213
MidAtlantic Capital Management
Virginia
$638K
CGFA
214
Colton Groome Financial Advisors
North Carolina
$631K +$170K +1,421 +37%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$630K -$1.48M -12,423 -70%
MOS
216
MGO One Seven
Ohio
$628K
CA
217
Calton & Associates
Florida
$625K -$160K -1,339 -20%
LCM
218
Lazari Capital Management
California
$618K
RMAM
219
Raab & Moskowitz Asset Management
New Jersey
$610K
WBG
220
Wharton Business Group
Pennsylvania
$604K
TWC
221
TD Waterhouse Canada
Ontario, Canada
$593K
CAM
222
Concorde Asset Management
Michigan
$587K +$9.32K +78 +2%
AWA
223
Arkadios Wealth Advisors
Georgia
$584K
CCMG
224
Clark Capital Management Group
Pennsylvania
$581K +$350K +2,926 +151%
Jones Financial Companies
225
Jones Financial Companies
Missouri
$572K +$572K +4,788 New