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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 452469 (+17)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
60
Increased
174
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
201
World Investment Advisors
California
$1.27M +$112K +867 +10%
FFA
202
Florida Financial Advisors
Florida
$1.23M +$425K +3,288 +52%
AGA
203
Arkos Global Advisors
Texas
$1.22M -$216K -1,668 -15%
FWA
204
Flagship Wealth Advisors
Massachusetts
$1.21M +$762K +5,897 +168%
WSFS
205
Wilmington Savings Fund Society
Delaware
$1.18M
SCA
206
Snowden Capital Advisors
New York
$1.16M
SEIA
207
Signature Estate & Investment Advisors
California
$1.15M +$905K +6,997 +363%
HNWAG
208
High Net Worth Advisory Group
Florida
$1.14M
RWP
209
RWA Wealth Partners
Massachusetts
$1.14M +$14.7K +114 +1%
BFAG
210
Blackston Financial Advisory Group
Florida
$1.13M -$35.2K -272 -3%
CA
211
CoreCap Advisors
Michigan
$1.09M +$41.5K +321 +4%
Cerity Partners
212
Cerity Partners
New York
$1.07M -$20.9K -162 -2%
LFAS
213
Level Four Advisory Services
Texas
$1.06M +$129K +994 +14%
CCMG
214
Clark Capital Management Group
Pennsylvania
$1.06M +$27.8K +215 +3%
AG
215
Ascent Group
Virginia
$1.05M +$19.7K +152 +2%
VWA
216
Visionary Wealth Advisors
Illinois
$1.03M +$276K +2,135 +36%
M&T Bank
217
M&T Bank
New York
$1.03M -$209K -1,613 -17%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$1.02M -$54.4K -421 -5%
VWA
219
VSM Wealth Advisory
Maryland
$1.02M -$7.11K -55 -0.7%
SCM
220
SCS Capital Management
Massachusetts
$1.01M +$1.01M +7,836 New
RFC
221
Regions Financial Corp
Alabama
$999K +$459K +3,546 +84%
HI
222
Hudock Inc
Pennsylvania
$970K +$25K +193 +3%
CWP
223
Cyndeo Wealth Partners
Florida
$965K +$5.95K +46 +0.6%
PWG
224
Private Wealth Group
Florida
$947K
CGA
225
Crescent Grove Advisors
Illinois
$909K