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Vanguard Mega Cap 300 Index ETF

306 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 283306 (+23)

8% more capital invested

Capital invested by funds: $1.5B → $1.62B (+$119M)

1.78% more ownership

Funds ownership: 46.08%47.86% (+1.8%)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

Holders
306
Holders Change
+23
Holders Change %
+8.13%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
Net Calls
+$437K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
226
Von Berge Wealth Management Group
California
$260K +$5.08K +38 +2%
CIA
227
Compass Ion Advisors
Pennsylvania
$249K -$51.6K -386 -17%
MA
228
MAS Advisors
Florida
$245K -$70K -524 -22%
CMBA
229
C.M. Bidwell & Associates
Hawaii
$243K -$30.7K -230 -11%
PIA
230
Panoramic Investment Advisors
Colorado
$232K +$234K +1,750 New
LSIA
231
LaSalle St. Investment Advisors
Illinois
$231K +$233K +1,745 New
GSIAS
232
Garden State Investment Advisory Services
New Jersey
$227K +$229K +1,713 New
SAM
233
Smithbridge Asset Management
Pennsylvania
$221K -$5.34K -40 -2%
HNB
234
Huntington National Bank
Ohio
$216K
WFA
235
Wells Financial Advisors
Massachusetts
$207K
MSAM
236
Moloney Securities Asset Management
Missouri
$206K +$208K +1,556 New
AC
237
Avant Capital
Louisiana
$204K +$206K +1,544 New
PA
238
PFG Advisors
Arizona
$202K +$204K +1,525 New
HIM
239
Hanlon Investment Management
New Jersey
$202K +$203K +1,522 New
PFG
240
Prosperity Financial Group
California
$202K +$203K +1,522 New
SWM
241
Spire Wealth Management
Virginia
$178K +$174K +1,300 +3,095%
VF
242
VitalStone Financial
Texas
$177K +$178K +1,333 New
BCMLT
243
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K -$30.5K -228 -15%
OC
244
Oakworth Capital
Alabama
$165K
CAL
245
Capital Advisors Ltd
Ohio
$159K +$161K +1,204 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$149K -$4.41K -33 -3%
CFD
247
Creative Financial Designs
Indiana
$134K -$17.2K -129 -11%
LPIC
248
LeJeune Puetz Investment Counsel
Michigan
$132K
PB
249
Pinnacle Bancorp
Nebraska
$122K
VNIM
250
Vaughan Nelson Investment Management
Texas
$120K