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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$1.04M +$25.7K +199 +2%
CA
202
CoreCap Advisors
Michigan
$1.02M +$78.3K +607 +8%
AG
203
Ascent Group
Virginia
$1M -$8.52K -66 -0.8%
CCMG
204
Clark Capital Management Group
Pennsylvania
$999K -$30.1K -233 -3%
VWA
205
VSM Wealth Advisory
Maryland
$994K +$1.03M +7,954 New
CWP
206
Cyndeo Wealth Partners
Florida
$930K +$3.1K +24 +0.3%
CA
207
Crane Advisory
California
$927K
PWG
208
Private Wealth Group
Florida
$919K
HI
209
Hudock Inc
Pennsylvania
$916K -$64.3K -498 -6%
Corient Private Wealth
210
Corient Private Wealth
Florida
$910K +$1.4M +10,862 +167%
ACP
211
Aveo Capital Partners
Colorado
$909K -$6.97K -54 -0.7%
LFAS
212
Level Four Advisory Services
Texas
$908K -$11.9K -92 -1%
HH
213
Hilltop Holdings
Texas
$905K +$19K +147 +2%
CGA
214
Crescent Grove Advisors
Illinois
$881K
Renaissance Technologies
215
Renaissance Technologies
New York
$874K -$2.13M -16,500 -70%
SG
216
StoneX Group
New York
$870K +$51.1K +396 +6%
GK
217
Graney & King
New York
$868K +$897K +6,947 New
WCM
218
Wealthcare Capital Management
Virginia
$862K -$38.8K -301 -4%
BCI
219
Brinker Capital Investments
Pennsylvania
$845K -$3.23K -25 -0.4%
OPS
220
Orion Portfolio Solutions
Nebraska
$845K -$3.23K -25 -0.4%
Lido Advisors
221
Lido Advisors
California
$836K +$864K +6,697 New
CCWM
222
Cassaday & Co Wealth Management
Virginia
$833K
WP
223
Westmount Partners
California
$828K
JWCA
224
J.W. Cole Advisors
Florida
$814K +$93.4K +724 +13%
USCWA
225
U.S. Capital Wealth Advisors
Texas
$800K +$2.71K +21 +0.3%