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Vanguard Mega Cap 300 Index ETF

280 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more funds holding

Funds holding: 268280 (+12)

3% more capital invested

Capital invested by funds: $1.87B → $1.92B (+$57.4M)

0.36% less ownership

Funds ownership: 47.48%47.12% (-0.36%)

41% less call options, than puts

Call options by funds: $385K | Put options by funds: $655K

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
72
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Cassaday & Co
Virginia
$202K +$48.7K +310 +30%
PGAM
227
Princeton Global Asset Management
New Jersey
$198K
PB
228
Pinnacle Bancorp
Nebraska
$148K
CFD
229
Creative Financial Designs
Indiana
$143K +$11K +70 +8%
VNIM
230
Vaughan Nelson Investment Management
Texas
$138K
QCG
231
Quadrant Capital Group
Ohio
$137K
Qube Research & Technologies (QRT)
232
Qube Research & Technologies (QRT)
United Kingdom
$137K +$141K +900 New
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K
CG
234
Cutler Group
California
$121K +$126K +800 New
NOI
235
Newton One Investments
Delaware
$120K
JPLA
236
Joseph P. Lucia & Associates
New York
$119K
RBC
237
Roble Belko & Company
Pennsylvania
$118K -$10.5K -67 -8%
IFAM
238
Institutional & Family Asset Management
Colorado
$117K -$10.1K -64 -8%
SC
239
Steph & Co
Wisconsin
$103K
CAAS
240
Capital Asset Advisory Services
Michigan
$100K
BCA
241
Berman Capital Advisors
Georgia
$76K
VNA
242
Valley National Advisers
Pennsylvania
$75K
CIAS
243
Capital Investment Advisory Services
North Carolina
$74K
CI
244
CX Institutional
Indiana
$69K +$3.14K +20 +5%
AIC
245
Archer Investment Corporation
Indiana
$62.9K +$64.9K +413 New
JCM
246
Jacobi Capital Management
Pennsylvania
$62K
LFG
247
Larson Financial Group
Missouri
$54K
BFEC
248
Benjamin F. Edwards & Company
Missouri
$51K
GEA
249
Glen Eagle Advisors
New Jersey
$49.5K
AF
250
Allworth Financial
California
$46K