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Vanguard Mega Cap Value ETF

90 hedge funds and large institutions have $651M invested in Vanguard Mega Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
17
Increased
30
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$115M 1,861,630 -88,948 -5%
Morgan Stanley
2
Morgan Stanley
New York
$96.5M 1,567,744 +173,226 +12%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$89.8M 1,458,913 +76,888 +6%
UBS Group
4
UBS Group
Switzerland
$58.1M 943,752 +49,326 +6%
LNC
5
Lincoln National Corp
Pennsylvania
$45.8M 744,171 +74,933 +11%
AssetMark Inc
6
AssetMark Inc
California
$43M 698,949 +222,423 +47%
HWM
7
Heartwood Wealth Management
United Kingdom
$26M 421,925 -1,951 -0.5%
RJA
8
Raymond James & Associates
Florida
$21.8M 354,087 -61,617 -15%
HighTower Advisors
9
HighTower Advisors
Illinois
$18.3M 298,084 +11,433 +4%
CA
10
Capital Advantage
California
$15.2M 247,129 +247,129 New
SC
11
Savant Capital
Illinois
$11M 178,201 -2,723 -2%
AWM
12
Avior Wealth Management
Nebraska
$8.97M 145,703 -151 -0.1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.81M 143,167 +11,116 +8%
LPL Financial
14
LPL Financial
California
$8.07M 131,257 -86,294 -40%
AC
15
Alexandria Capital
Virginia
$8M 129,893 -2,483 -2%
LIM
16
Leavell Investment Management
Alabama
$6.89M 111,845 +111,845 New
ONB
17
Old National Bancorp
Indiana
$4.98M 80,906 +225 +0.3%
PFM
18
Phillips Financial Management
Indiana
$4.76M 75,251 -2,997 -4%
BEC
19
Blue Edge Capital
Virginia
$4.4M 52,752 +1,029 +2%
AII
20
AGF Investments Inc
Ontario, Canada
$4.38M 71,122 +71,122 New
Wells Fargo
21
Wells Fargo
California
$4.28M 69,576 +9,366 +16%
SCM
22
SOL Capital Management
Maryland
$3.91M 63,430 +4,880 +8%
CS
23
Credit Suisse
Switzerland
$3.34M 54,233 +54,233 New
M&T Bank
24
M&T Bank
New York
$2.85M 46,322 +513 +1%
RGC
25
Roberts, Glore & Co
Illinois
$2.46M 39,925 -681 -2%