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Vanguard Mega Cap Value ETF

451 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

48% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 114

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 420451 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
451
Holders Change
+31
Holders Change %
+7.38%
% of All Funds
5.94%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
114
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.79B +$47.5M +367,771 +3%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$859M +$258 +2 +0%
Bank of America
3
Bank of America
North Carolina
$483M +$15.8M +122,412 +3%
Morgan Stanley
4
Morgan Stanley
New York
$355M +$4.22M +32,681 +1%
UBS Group
5
UBS Group
Switzerland
$221M -$3.77M -29,221 -2%
Ameriprise
6
Ameriprise
Minnesota
$213M +$42.6M +329,712 +24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$175M -$19.5M -151,166 -10%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$158M +$747K +5,786 +0.5%
LPL Financial
9
LPL Financial
California
$119M +$6.98M +54,072 +6%
BDF
10
Black Diamond Financial
Maryland
$87.6M +$1.44M +11,158 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$84.2M +$87M +673,711 New
SFA
12
Sequoia Financial Advisors
Ohio
$77.6M -$3.26M -25,235 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$76.4M +$423K +3,281 +0.5%
Wells Fargo
14
Wells Fargo
California
$76.1M +$1.17M +9,103 +2%
MFG
15
Merit Financial Group
Georgia
$72.8M +$5.44M +42,119 +8%
MIC
16
Means Investment Company
Maine
$63.3M -$139K -1,080 -0.2%
HighTower Advisors
17
HighTower Advisors
Illinois
$58.7M +$827K +6,408 +1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$57.5M +$533K +4,129 +0.9%
MML Investors Services
19
MML Investors Services
Massachusetts
$52.3M -$4.58M -35,473 -8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$48.8M -$892K -6,910 -2%
PIA
21
Petredis Investment Advisors
Pennsylvania
$44.6M -$3.01M -23,287 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$44.2M +$2.02M +15,670 +5%
KAS
23
Kestra Advisory Services
Texas
$38.6M +$1.26M +9,738 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$36.5M +$1.76M +13,652 +5%
Stifel Financial
25
Stifel Financial
Missouri
$35.7M +$790K +6,118 +2%