We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

292 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

2.09% less ownership

Funds ownership: 48.46%46.36% (-2.1%)

2% less funds holding

Funds holding: 299292 (-7)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $2.04B → $1.65B (-$388M)

Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
4.92%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
27
Increased
96
Reduced
102
Closed
33
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
SFMG Wealth Advisors
Texas
$213K
WFA
227
Wells Financial Advisors
Massachusetts
$211K
MSAM
228
Moloney Securities Asset Management
Missouri
$205K -$6.3K -44 -3%
RF
229
Resolute Financial
Massachusetts
$202K +$220K +1,534 New
CBN
230
Cadence Bank NA
Texas
$201K
PP
231
PDS Planning
Ohio
$201K +$36.4K +254 +20%
APA
232
American Portfolios Advisors
New York
$198K -$140K -980 -39%
OC
233
Oakworth Capital
Alabama
$166K -$90.5K -632 -33%
DI
234
Disciplined Investments
Oklahoma
$153K -$6.44K -45 -4%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$153K +$24.3K +170 +17%
MCC
236
Money Concepts Capital
Florida
$144K -$549K -3,834 -78%
LPIC
237
LeJeune Puetz Investment Counsel
Michigan
$131K +$143K +1,000 New
CFD
238
Creative Financial Designs
Indiana
$128K +$286 +2 +0.2%
PB
239
Pinnacle Bancorp
Nebraska
$122K
VNIM
240
Vaughan Nelson Investment Management
Texas
$119K
QCG
241
Quadrant Capital Group
Ohio
$118K
GWM
242
Geneos Wealth Management
Colorado
$116K -$511K -3,569 -80%
NOI
243
Newton One Investments
Delaware
$105K
PGAM
244
Princeton Global Asset Management
New Jersey
$105K
IFAM
245
Institutional & Family Asset Management
Colorado
$101K
TRCT
246
Tower Research Capital (TRC)
New York
$99K +$84.2K +588 +359%
PTC
247
Private Trust Company
Ohio
$99K +$107K +750 New
JPLA
248
Joseph P. Lucia & Associates
New York
$98K
OA
249
Operose Advisors
Wisconsin
$98K
LSA
250
Lansing Street Advisors
Pennsylvania
$72K +$286 +2 +0.4%