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Vanguard Mega Cap Value ETF

166 hedge funds and large institutions have $1.6B invested in Vanguard Mega Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.29%
New
20
Increased
55
Reduced
58
Closed
30
Calls
$1.31M
Puts
Net Calls
+$1.31M
Net Calls Change
+$1.31M
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$324M 4,903,047 +637,340 +15%
Bank of America
2
Bank of America
North Carolina
$228M 3,448,837 +1,335,576 +63%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$169M 2,564,881 +78,662 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$160M 2,422,667 +60,865 +3%
Morgan Stanley
5
Morgan Stanley
New York
$123M 1,860,762 +121,828 +7%
LNC
6
Lincoln National Corp
Pennsylvania
$112M 1,697,091 +119,177 +8%
UBS Group
7
UBS Group
Switzerland
$76.7M 1,161,881 +33,446 +3%
RJA
8
Raymond James & Associates
Florida
$22.1M 335,075 +1,876 +0.6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21M 317,400 -17,457 -5%
LPL Financial
10
LPL Financial
California
$20.1M 303,882 -114,143 -27%
HighTower Advisors
11
HighTower Advisors
Illinois
$19.9M 301,904 +21,309 +8%
Wells Fargo
12
Wells Fargo
California
$17.6M 265,879 -107,578 -29%
GFPC
13
Global Financial Private Capital
Florida
$16.6M 251,708 -18,507 -7%
Ameriprise
14
Ameriprise
Minnesota
$15.4M 233,241 -50,031 -18%
CA
15
Capital Advantage
California
$14.1M 193,729 -106 -0.1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13.1M 198,651 +89,541 +82%
GA
17
Greytown Advisors
Florida
$12.7M 192,352 -11,698 -6%
ONB
18
Old National Bancorp
Indiana
$12.1M 183,437
BIA
19
BHK Investment Advisors
Alabama
$11.2M 169,765 +5,631 +3%
LIM
20
Leavell Investment Management
Alabama
$11.1M 168,309 +358 +0.2%
Osaic Holdings
21
Osaic Holdings
Arizona
$11M 179,723 +179,723 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$10.5M 159,445 +15,741 +11%
FWM
23
Filbrandt Wealth Management
Wisconsin
$9.64M 146,019 -2,365 -2%
AWM
24
Avior Wealth Management
Nebraska
$8.42M 127,503 -3,682 -3%
TCBWMS
25
Texas Capital Bank Wealth Management Services
Texas
$8.11M 122,812 -468 -0.4%