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Vanguard Mega Cap Value ETF

421 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 386421 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
421
Holders Change
+35
Holders Change %
+9.07%
% of All Funds
6.05%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$931K +$66.5K +539 +8%
WCM
202
Wealthcare Capital Management
Virginia
$923K -$64.4K -522 -7%
OWM
203
OneAscent Wealth Management
Alabama
$911K +$877K +7,102 New
HH
204
Hilltop Holdings
Texas
$911K +$40.2K +326 +5%
RWP
205
RWA Wealth Partners
Massachusetts
$908K +$12.7K +103 +1%
CGA
206
Crescent Grove Advisors
Illinois
$905K
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$881K +$370 +3 +0%
BCI
208
Brinker Capital Investments
Pennsylvania
$871K +$301K +2,438 +56%
OPS
209
Orion Portfolio Solutions
Nebraska
$871K +$301K +2,438 +56%
BFAG
210
Blackston Financial Advisory Group
Florida
$857K +$825K +6,684 New
CCWM
211
Cassaday & Co Wealth Management
Virginia
$855K +$47.8K +387 +6%
WP
212
Westmount Partners
California
$850K
SG
213
StoneX Group
New York
$843K +$65.7K +532 +9%
Corient Private Wealth
214
Corient Private Wealth
Florida
$835K +$14.8K +120 +2%
FFA
215
Florida Financial Advisors
Florida
$827K +$275K +2,228 +53%
USCWA
216
U.S. Capital Wealth Advisors
Texas
$819K +$57.4K +465 +8%
NMM
217
Naples Money Management
Florida
$802K -$123 -1 -0%
MOS
218
MGO One Seven
Ohio
$801K +$3.95K +32 +0.5%
CAG
219
Csenge Advisory Group
Florida
$795K -$15.4K -125 -2%
PP
220
Pegasus Partners
Wisconsin
$772K
VC
221
Vicus Capital
Pennsylvania
$770K +$8.27K +67 +1%
JWCA
222
J.W. Cole Advisors
Florida
$743K -$366K -2,965 -34%
VWA
223
Visionary Wealth Advisors
Illinois
$742K +$8.89K +72 +1%
CWM
224
Collaborative Wealth Management
Florida
$733K -$10.7K -87 -1%
WP
225
WMS Partners
Maryland
$728K +$375K +3,039 +115%