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Vanguard Mega Cap Value ETF

386 hedge funds and large institutions have $5.36B invested in Vanguard Mega Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 140 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 117

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1% more funds holding

Funds holding: 382386 (+4)

2% more capital invested

Capital invested by funds: $5.28B → $5.36B (+$87M)

0.03% more ownership

Funds ownership: 72.19%72.23% (+0.03%)

49% less call options, than puts

Call options by funds: $24K | Put options by funds: $47K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
27
Increased
140
Reduced
117
Closed
19
Calls
$24K
Puts
$47K
Net Calls
-$23K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Csenge Advisory Group
Florida
$740K -$5.41K -46 -0.7%
NMM
202
Naples Money Management
Florida
$739K +$10.3K +88 +1%
MOS
203
MGO One Seven
Ohio
$736K +$113K +961 +18%
SG
204
StoneX Group
New York
$720K +$75.9K +646 +12%
PP
205
Pegasus Partners
Wisconsin
$713K
VC
206
Vicus Capital
Pennsylvania
$703K -$4.23K -36 -0.6%
USCWA
207
U.S. Capital Wealth Advisors
Texas
$701K +$47.3K +402 +7%
GFG
208
Goldstone Financial Group
Illinois
$698K -$49.1K -418 -7%
CWP
209
Cyndeo Wealth Partners
Florida
$692K +$352K +2,990 +105%
CWM
210
Collaborative Wealth Management
Florida
$688K
VWA
211
Visionary Wealth Advisors
Illinois
$677K -$941 -8 -0.1%
MAM
212
Mainsail Asset Management
Alabama
$663K -$36.4K -310 -5%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$660K +$4.82K +41 +0.7%
CCM
214
Colorado Capital Management
Colorado
$659K +$653K +5,557 New
GIA
215
Gladstone Institutional Advisory
Florida
$634K
MCM
216
MidAtlantic Capital Management
Virginia
$632K
CGFA
217
Colton Groome Financial Advisors
North Carolina
$623K -$2.94K -25 -0.5%
JIC
218
Johnson Investment Counsel
Ohio
$619K -$35.3K -300 -5%
LCM
219
Lazari Capital Management
California
$613K
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$604K
WBG
221
Wharton Business Group
Pennsylvania
$598K
P
222
&Partners
Tennessee
$591K +$165K +1,402 +39%
TC
223
TownSquare Capital
Utah
$588K +$583K +4,959 New
ORC
224
O'Rourke & Company
Massachusetts
$587K +$140K +1,195 +32%
AWA
225
Arkadios Wealth Advisors
Georgia
$577K -$2K -17 -0.3%