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Vanguard Mega Cap Value ETF

293 hedge funds and large institutions have $3.91B invested in Vanguard Mega Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

446,600% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $1K

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

127% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 55

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

9% more capital invested

Capital invested by funds: $3.58B → $3.91B (+$325M)

9% more funds holding

Funds holding: 270293 (+23)

1.03% more ownership

Funds ownership: 71.67%72.69% (+1%)

Holders
293
Holders Change
+23
Holders Change %
+8.52%
% of All Funds
4.62%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
50
Increased
125
Reduced
55
Closed
20
Calls
$4.47M
Puts
$1K
Net Calls
+$4.47M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.04B +$72.3M +681,615 +8%
Bank of America
2
Bank of America
North Carolina
$466M +$26.8M +252,166 +6%
Morgan Stanley
3
Morgan Stanley
New York
$224M +$11M +103,859 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$211M -$5.88M -55,451 -3%
LNC
5
Lincoln National Corp
Pennsylvania
$202M -$13.3M -125,087 -6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$183M -$5.08M -47,922 -3%
UBS Group
7
UBS Group
Switzerland
$150M +$5.34M +50,351 +4%
Ameriprise
8
Ameriprise
Minnesota
$71M +$24M +226,263 +52%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$58.1M +$5.86M +55,241 +11%
Wells Fargo
10
Wells Fargo
California
$55.6M +$11.4M +107,089 +26%
BPA
11
Beacon Pointe Advisors
California
$52M +$1.69M +15,919 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$49.8M +$1.11M +10,420 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$46.2M -$1.79M -16,830 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$43.8M +$9.62M +90,674 +29%
SFA
15
Sequoia Financial Advisors
Ohio
$43.6M +$3.41M +32,107 +9%
BDF
16
Black Diamond Financial
Maryland
$43.3M +$4.49M +42,323 +12%
LPL Financial
17
LPL Financial
California
$42.8M +$7.74M +72,997 +22%
MFG
18
Merit Financial Group
Georgia
$32.2M +$31.8M +299,636 New
CA
19
CSM Advisors
Pennsylvania
$28.2M +$27.8M +262,491 New
NRA
20
NSI Retail Advisors
Pennsylvania
$28.2M +$27.8M +262,491 New
BIA
21
BHK Investment Advisors
Alabama
$25.5M -$1.1M -10,372 -4%
GA
22
Greytown Advisors
Florida
$25.4M -$1.22M -11,530 -5%
ZC
23
Zeit Capital
Colorado
$25.1M -$927K -8,740 -4%
SC
24
Savant Capital
Illinois
$25.1M -$608K -5,731 -2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$24.1M +$642K +6,051 +3%