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Vanguard Mega Cap Value ETF

507 hedge funds and large institutions have $7.36B invested in Vanguard Mega Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $303K

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

52% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 133

9% more capital invested

Capital invested by funds: $6.76B → $7.36B (+$597M)

2% more funds holding

Funds holding: 495507 (+12)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

0.13% less ownership

Funds ownership: 72.23%72.1% (-0.13%)

Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
6.65%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.58%
New
53
Increased
202
Reduced
133
Closed
32
Calls
$1.83M
Puts
$303K
Net Calls
+$1.53M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$2.08B -$8.55M -63,939 -0.4%
Bank of America
2
Bank of America
North Carolina
$595M -$8.78M -65,650 -1%
Morgan Stanley
3
Morgan Stanley
New York
$414M -$7.72M -57,707 -2%
Ameriprise
4
Ameriprise
Minnesota
$281M +$40M +298,993 +17%
UBS Group
5
UBS Group
Switzerland
$242M +$8.55M +63,931 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$180M -$1.71M -12,807 -1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$168M -$462K -3,454 -0.3%
Osaic Holdings
8
Osaic Holdings
Arizona
$151M -$227K -1,698 -0.2%
LPL Financial
9
LPL Financial
California
$149M +$14.3M +106,544 +11%
Wells Fargo
10
Wells Fargo
California
$133M +$1.07M +7,972 +0.8%
HighTower Advisors
11
HighTower Advisors
Illinois
$118M -$3.39M -25,365 -3%
VIA
12
Vantagepoint Investment Advisers
District of Columbia
$116M +$112M +838,797 New
Raymond James Financial
13
Raymond James Financial
Florida
$115M -$2.29M -17,088 -2%
MFG
14
Merit Financial Group
Georgia
$115M +$25.8M +192,747 +30%
BDF
15
Black Diamond Financial
Maryland
$105M +$21.4M +160,003 +27%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$89.6M -$7.18M -53,712 -8%
SFA
17
Sequoia Financial Advisors
Ohio
$80.7M -$3.96M -29,589 -5%
JP Morgan Chase
18
JP Morgan Chase
New York
$76.3M +$5.88M +43,956 +9%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$65.1M -$104K -779 -0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$54.8M -$1.93M -14,461 -4%
PIA
21
Petredis Investment Advisors
Pennsylvania
$50.4M +$356K +2,658 +0.7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$47.8M +$2.99M +22,357 +7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$46.6M +$17.4M +130,155 +63%
PWM
24
Praetorian Wealth Management
California
$46.3M +$2.65M +19,781 +6%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$46.1M +$44.8M +334,920 New