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Vanguard Mega Cap Value ETF

136 hedge funds and large institutions have $1.29B invested in Vanguard Mega Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

15% more capital invested

Capital invested by funds: $1.12B → $1.29B (+$166M)

8% more funds holding

Funds holding: 126136 (+10)

0.49% more ownership

Funds ownership: 57.84%58.33% (+0.49%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
3.11%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
19
Increased
53
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$218M +$5.82M +74,016 +3%
AssetMark Inc
2
AssetMark Inc
California
$202M +$10.3M +131,210 +5%
Bank of America
3
Bank of America
North Carolina
$152M +$2.35M +29,881 +2%
Morgan Stanley
4
Morgan Stanley
New York
$133M +$12M +153,118 +10%
LNC
5
Lincoln National Corp
Pennsylvania
$116M +$2.44M +31,007 +2%
UBS Group
6
UBS Group
Switzerland
$77M -$9.65M -122,694 -11%
Ameriprise
7
Ameriprise
Minnesota
$42.1M +$195K +2,480 +11%
RJA
8
Raymond James & Associates
Florida
$28M +$67K +852 +0.2%
LPL Financial
9
LPL Financial
California
$26.4M +$1.1M +13,997 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$24.5M -$48.9K -622 -0.2%
Wells Fargo
11
Wells Fargo
California
$22.4M +$5.23M +66,470 +31%
HighTower Advisors
12
HighTower Advisors
Illinois
$17.5M +$2.05M +26,046 +14%
CA
13
Capital Advantage
California
$14.7M +$169K +2,149 +1%
GA
14
Greytown Advisors
Florida
$14.1M -$7.98M -101,419 -37%
LIM
15
Leavell Investment Management
Alabama
$11.9M +$342K +4,341 +3%
AWM
16
Avior Wealth Management
Nebraska
$10.2M -$105K -1,337 -1%
SC
17
Savant Capital
Illinois
$10M -$96K -1,220 -1%
BIA
18
BHK Investment Advisors
Alabama
$10M -$291K -3,695 -3%
BEC
19
Blue Edge Capital
Virginia
$9.45M +$1.09M +13,874 +23%
SCM
20
SOL Capital Management
Maryland
$7.29M -$53.1K -675 -0.7%
WP
21
WealthShield Partners
North Carolina
$6.63M -$53.8K -684 -0.8%
AC
22
Alexandria Capital
Virginia
$6.5M -$368K -4,676 -5%
NCMW
23
Northern Capital Management (Wisconsin)
Wisconsin
$6.28M +$5.11K +65 +0.1%
PFM
24
Phillips Financial Management
Indiana
$5.84M -$3.38K -43 -0.1%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.48M +$2.15M +27,299 +66%