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Vanguard Mega Cap Value ETF

302 hedge funds and large institutions have $3.9B invested in Vanguard Mega Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $465K

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

18% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 95

3% more funds holding

Funds holding: 293302 (+9)

0.3% more ownership

Funds ownership: 72.69%72.99% (+0.3%)

0% less capital invested

Capital invested by funds: $3.91B → $3.9B (-$6.14M)

Holders
302
Holders Change
+9
Holders Change %
+3.07%
% of All Funds
5.09%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.49%
New
41
Increased
112
Reduced
95
Closed
31
Calls
$3.95M
Puts
$465K
Net Calls
+$3.49M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$959M +$33.7M +329,538 +3%
Bank of America
2
Bank of America
North Carolina
$439M +$23.7M +230,965 +5%
ETC
3
Exchange Traded Concepts
Oklahoma
$273M +$290M +2,836,327 New
Morgan Stanley
4
Morgan Stanley
New York
$215M +$15.8M +154,029 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$176M -$13.4M -131,119 -7%
LNC
6
Lincoln National Corp
Pennsylvania
$171M -$11M -107,428 -6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$150M -$14.3M -139,419 -8%
UBS Group
8
UBS Group
Switzerland
$145M +$11.2M +109,102 +8%
Ameriprise
9
Ameriprise
Minnesota
$58.8M -$5.26M -51,364 -8%
Wells Fargo
10
Wells Fargo
California
$57.8M +$8.48M +82,791 +16%
MFG
11
Merit Financial Group
Georgia
$48.3M +$20.7M +202,593 +68%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$47.6M -$4.73M -46,212 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$46.3M +$1.8M +17,600 +4%
LPL Financial
14
LPL Financial
California
$46.1M +$8.26M +80,648 +20%
BPA
15
Beacon Pointe Advisors
California
$43.5M -$3.29M -32,164 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$42M +$2.93M +28,578 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
$40.9M -$523K -5,110 -1%
SFA
18
Sequoia Financial Advisors
Ohio
$40.2M +$1.18M +11,517 +3%
BDF
19
Black Diamond Financial
Maryland
$39M +$174K +1,695 +0.4%
RJA
20
Raymond James & Associates
Florida
$33.2M +$20.7M +202,397 +142%
BIA
21
BHK Investment Advisors
Alabama
$23.9M +$1.15M +11,229 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$23.1M +$1.67M +16,355 +7%
GA
23
Greytown Advisors
Florida
$22.5M -$234K -2,282 -1%
ZC
24
Zeit Capital
Colorado
$22.4M -$167K -1,629 -0.7%
SC
25
Savant Capital
Illinois
$22.3M -$196K -1,917 -0.8%