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Vanguard Mega Cap Value ETF

178 hedge funds and large institutions have $1.95B invested in Vanguard Mega Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
178
Holders Change
+30
Holders Change %
+20.27%
% of All Funds
3.52%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
37
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$372M 4,265,707 +489,439 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$217M 2,486,219 -19,534 -0.8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$206M 2,361,802 +3,393 +0.1%
Bank of America
4
Bank of America
North Carolina
$184M 2,113,261 +84,319 +4%
Morgan Stanley
5
Morgan Stanley
New York
$152M 1,738,934 +19,040 +1%
LNC
6
Lincoln National Corp
Pennsylvania
$138M 1,577,914 +26,936 +2%
UBS Group
7
UBS Group
Switzerland
$98.4M 1,128,435 -8,498 -0.7%
LPL Financial
8
LPL Financial
California
$36.4M 418,025 +23,424 +6%
Wells Fargo
9
Wells Fargo
California
$32.6M 373,457 -222,671 -37%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.2M 334,857 +39,940 +14%
RJA
11
Raymond James & Associates
Florida
$29M 333,199 +2,082 +0.6%
Ameriprise
12
Ameriprise
Minnesota
$24.7M 283,272 -25,710 -8%
HighTower Advisors
13
HighTower Advisors
Illinois
$24.5M 280,595 +12,944 +5%
GFPC
14
Global Financial Private Capital
Florida
$23.6M 270,215 +20,031 +8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$21M 240,456 +455 +0.2%
GA
16
Greytown Advisors
Florida
$17.8M 204,050 -7,749 -4%
CA
17
Capital Advantage
California
$16.9M 193,835 -986 -0.5%
ONB
18
Old National Bancorp
Indiana
$16M 183,437 -15,119 -8%
LIM
19
Leavell Investment Management
Alabama
$14.6M 167,951 +2,096 +1%
BIA
20
BHK Investment Advisors
Alabama
$14.3M 164,134 +26,450 +19%
FWM
21
Filbrandt Wealth Management
Wisconsin
$12.9M 148,384 +148,384 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$12.5M 143,704 +82,390 +134%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$11.8M 135,030 +10,015 +8%
AWM
24
Avior Wealth Management
Nebraska
$11.4M 131,185 -866 -0.7%
Stifel Financial
25
Stifel Financial
Missouri
$10.9M 124,592 +4,780 +4%