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Vanguard Mega Cap 300 Index ETF

283 hedge funds and large institutions have $1.5B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 46.36%46.08% (-0.29%)

3% less funds holding

Funds holding: 292283 (-9)

9% less capital invested

Capital invested by funds: $1.65B → $1.5B (-$148M)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
17
Increased
75
Reduced
90
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
226
American Portfolios Advisors
New York
$175K -$14K -101 -7%
IA
227
IFP Advisors
Florida
$171K -$320K -2,308 -57%
OC
228
Oakworth Capital
Alabama
$156K -$1.67K -12 -1%
Simplex Trading
229
Simplex Trading
Illinois
$149K +$167K +1,200 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$145K
CFD
231
Creative Financial Designs
Indiana
$142K +$23.6K +170 +18%
MCC
232
Money Concepts Capital
Florida
$135K
DI
233
Disciplined Investments
Oklahoma
$130K -$16.1K -116 -10%
LPIC
234
LeJeune Puetz Investment Counsel
Michigan
$125K
PB
235
Pinnacle Bancorp
Nebraska
$115K
VNIM
236
Vaughan Nelson Investment Management
Texas
$113K
QCG
237
Quadrant Capital Group
Ohio
$112K
GWM
238
Geneos Wealth Management
Colorado
$109K
OCM
239
Osterweis Capital Management
California
$103K
PGAM
240
Princeton Global Asset Management
New Jersey
$100K
NOI
241
Newton One Investments
Delaware
$99K
OA
242
Operose Advisors
Wisconsin
$92K
PTC
243
Private Trust Company
Ohio
$88K -$6.52K -47 -6%
IFAM
244
Institutional & Family Asset Management
Colorado
$82K -$15.5K -112 -15%
LSA
245
Lansing Street Advisors
Pennsylvania
$68K -$139 -1 -0.2%
FIA
246
FNY Investment Advisers
New York
$62K +$69.4K +500 New
AIC
247
Archer Investment Corporation
Indiana
$51.6K
MAM
248
Meeder Asset Management
Ohio
$47K
LFG
249
Larson Financial Group
Missouri
$44K
AF
250
Allworth Financial
California
$37K -$972 -7 -2%