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Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 451469 (+18)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+18
Holders Change %
+3.99%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
61
Increased
173
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$1.91B +$60.4M +467,392 +3%
Bank of America
2
Bank of America
North Carolina
$524M +$25.2M +195,262 +5%
Morgan Stanley
3
Morgan Stanley
New York
$372M +$5.87M +45,362 +2%
Ameriprise
4
Ameriprise
Minnesota
$219M -$356K -2,756 -0.2%
UBS Group
5
UBS Group
Switzerland
$217M -$11.1M -86,050 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$179M -$1.52M -11,787 -0.8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$162M -$1.29M -9,964 -0.8%
LPL Financial
8
LPL Financial
California
$126M +$3.06M +23,685 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$91.8M +$31.4M +242,459 +52%
Wells Fargo
10
Wells Fargo
California
$91.6M +$13.1M +101,491 +17%
BDF
11
Black Diamond Financial
Maryland
$88.2M -$2.18M -16,887 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$86.8M +$7.96M +61,584 +10%
Raymond James Financial
13
Raymond James Financial
Florida
$85.2M -$1.59M -12,272 -2%
SFA
14
Sequoia Financial Advisors
Ohio
$79.4M -$633K -4,897 -0.8%
MFG
15
Merit Financial Group
Georgia
$75.9M +$810K +6,263 +1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$62.9M +$3.67M +28,374 +6%
MML Investors Services
17
MML Investors Services
Massachusetts
$56.5M +$2.58M +19,929 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$50.7M +$289K +2,233 +0.6%
PIA
19
Petredis Investment Advisors
Pennsylvania
$45.5M -$440K -3,402 -1%
Stifel Financial
20
Stifel Financial
Missouri
$41.9M +$5.15M +39,796 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.1M +$3.42M +26,475 +9%
KAS
22
Kestra Advisory Services
Texas
$39.8M -$86.8K -671 -0.2%
SIA
23
Strategic Investment Advisors
Michigan
$37.3M +$3.08M +23,828 +9%
PFA
24
Pure Financial Advisors
California
$36.4M +$36.5M +282,438 New
BWP
25
Bernardo Wealth Planning
Pennsylvania
$30.7M +$434K +3,360 +1%