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Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
201
Signature Estate & Investment Advisors
California
$1.49M +$186K +1,390 +15%
GRP
202
Global Retirement Partners
California
$1.48M -$57.8K -432 -4%
BP
203
Ballentine Partners
Massachusetts
$1.47M
FWA
204
Flagship Wealth Advisors
Massachusetts
$1.47M +$172K +1,288 +14%
NA
205
NewEdge Advisors
Louisiana
$1.46M -$209K -1,562 -13%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$926K +6,923 +190%
SF
207
Summit Financial
New Jersey
$1.4M +$1.36M +10,151 New
RFC
208
Regions Financial Corp
Alabama
$1.38M +$244K +1,824 +22%
CSP
209
Cary Street Partners
Virginia
$1.34M -$82.7K -618 -6%
Cerity Partners
210
Cerity Partners
New York
$1.34M +$176K +1,319 +16%
PBF
211
Petix & Botte Financial
California
$1.34M -$182K -1,362 -12%
LFAS
212
Level Four Advisory Services
Texas
$1.32M +$57.8K +432 +5%
RWP
213
RWA Wealth Partners
Massachusetts
$1.28M
YIH
214
Y-Intercept (HK)
Hong Kong
$1.27M +$464K +3,470 +60%
QCM
215
Quantinno Capital Management
New York
$1.26M +$1.22M +9,154 New
VWA
216
VSM Wealth Advisory
Maryland
$1.23M +$5.62K +42 +0.5%
STA
217
Summit Trail Advisors
New York
$1.22M
HNWAG
218
High Net Worth Advisory Group
Florida
$1.21M
MA
219
MONECO Advisors
Connecticut
$1.2M -$586K -4,382 -34%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$1.18M +$45.6K +341 +4%
HCA
221
Harpswell Capital Advisors
Maine
$1.18M +$1.14M +8,537 New
VWA
222
Visionary Wealth Advisors
Illinois
$1.17M +$55.2K +413 +5%
BFAG
223
Blackston Financial Advisory Group
Florida
$1.15M -$53.4K -399 -5%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$1.1M +$36.7K +274 +4%
SCM
225
SCS Capital Management
Massachusetts
$1.08M +$5.48K +41 +0.5%