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Vanguard Mega Cap Value ETF

420 hedge funds and large institutions have $6.05B invested in Vanguard Mega Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 119 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,162% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $13K

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 119

13% more capital invested

Capital invested by funds: $5.36B → $6.05B (+$687M)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

9% more funds holding

Funds holding: 385420 (+35)

0.78% less ownership

Funds ownership: 72.23%71.44% (-0.78%)

Holders
420
Holders Change
+35
Holders Change %
+9.09%
% of All Funds
6.03%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
54
Increased
166
Reduced
119
Closed
12
Calls
$1.33M
Puts
$13K
Net Calls
+$1.32M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.79B +$67.7M +548,728 +4%
Bank of America
2
Bank of America
North Carolina
$481M -$277K -2,241 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$361M +$30.7M +248,984 +10%
LNC
4
Lincoln National Corp
Pennsylvania
$247M +$570K +4,613 +0.2%
UBS Group
5
UBS Group
Switzerland
$231M -$232K -1,878 -0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$199M +$1.81M +14,688 +1%
Ameriprise
7
Ameriprise
Minnesota
$176M +$32.1M +260,107 +23%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$162M +$1.4M +11,338 +0.9%
LPL Financial
9
LPL Financial
California
$115M -$13.2M -106,778 -11%
BDF
10
Black Diamond Financial
Maryland
$88.5M +$9.04M +73,246 +12%
SFA
11
Sequoia Financial Advisors
Ohio
$82.9M +$1.28M +10,362 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$78.1M +$2.08M +16,837 +3%
Wells Fargo
13
Wells Fargo
California
$77M +$1.17M +9,443 +2%
MFG
14
Merit Financial Group
Georgia
$69.3M +$2.57M +20,807 +4%
RJA
15
Raymond James & Associates
Florida
$67.2M +$2.12M +17,208 +3%
MIC
16
Means Investment Company
Maine
$65.1M +$3.75M +30,393 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$59.5M -$13.7M -111,271 -19%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$58.5M -$121K -983 -0.2%
MML Investors Services
19
MML Investors Services
Massachusetts
$58.3M -$7.59M -61,469 -12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$51M +$8.05M +65,187 +20%
PIA
21
Petredis Investment Advisors
Pennsylvania
$48.8M -$100K -814 -0.2%
EPP
22
ETF Portfolio Partners
Kansas
$45.6M -$230K -1,862 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$43.3M -$7.29M -59,051 -15%
KAS
24
Kestra Advisory Services
Texas
$38.4M -$178K -1,442 -0.5%
Stifel Financial
25
Stifel Financial
Missouri
$35.9M +$3.77M +30,547 +12%