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Vanguard Mega Cap Value ETF

228 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$227M)

0% more funds holding

Funds holding: 227228 (+1)

0.22% more ownership

Funds ownership: 70.17%70.4% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.97%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
23
Increased
89
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$761M +$23M +231,134 +3%
Bank of America
2
Bank of America
North Carolina
$391M -$54.2M -545,806 -12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$199M +$4.71M +47,421 +2%
Morgan Stanley
4
Morgan Stanley
New York
$195M +$2.77M +27,861 +1%
LNC
5
Lincoln National Corp
Pennsylvania
$185M -$14.1M -141,772 -7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$166M -$9.49M -95,527 -5%
UBS Group
7
UBS Group
Switzerland
$126M +$1.56M +15,733 +1%
BPA
8
Beacon Pointe Advisors
California
$61.8M +$61.7M +620,830 New
Ameriprise
9
Ameriprise
Minnesota
$43.1M +$907K +9,136 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39.2M +$522K +5,253 +1%
Wells Fargo
11
Wells Fargo
California
$36.4M +$3.73M +37,536 +11%
HighTower Advisors
12
HighTower Advisors
Illinois
$35.2M -$18.6K -187 -0.1%
RJA
13
Raymond James & Associates
Florida
$32.9M +$196K +1,977 +0.6%
SFA
14
Sequoia Financial Advisors
Ohio
$32.7M +$32.6M +328,475 New
BFG
15
Bouchey Financial Group
New York
$29.8M +$9.79M +98,530 +49%
LPL Financial
16
LPL Financial
California
$28M +$2.42M +24,377 +10%
BDF
17
Black Diamond Financial
Maryland
$27.7M +$1.95M +19,680 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$26.2M +$2.71M +27,270 +12%
BCA
19
Biltmore Capital Advisors
New Jersey
$25M +$1.66M +16,759 +7%
SAMT
20
Select Asset Management & Trust
Pennsylvania
$24.8M +$3.44M +34,612 +16%
BIA
21
BHK Investment Advisors
Alabama
$24.7M +$1.23M +12,358 +5%
GA
22
Greytown Advisors
Florida
$24.5M +$1.33M +13,397 +6%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$24.3M +$22.5M +226,968 +1,332%
WAM
24
WNY Asset Management
New York
$24M +$6.62M +66,650 +38%
ZC
25
Zeit Capital
Colorado
$23.8M +$685K +6,895 +3%