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Vanguard Mega Cap 300 Index ETF

323 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $422K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$140M)

6% more funds holding

Funds holding: 306323 (+17)

1.02% more ownership

Funds ownership: 47.36%48.38% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 96

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
323
Holders Change
+17
Holders Change %
+5.56%
% of All Funds
5.07%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
40
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Centaurus Financial
California
$314K -$132K -890 -31%
BAM
227
Belpointe Asset Management
Nevada
$312K -$393K -2,658 -57%
GCP
228
GSA Capital Partners
United Kingdom
$311K +$42.9K +290 +17%
Fisher Asset Management
229
Fisher Asset Management
Washington
$308K -$41.5K -281 -13%
IFWM
230
Institute for Wealth Management
Colorado
$307K +$45.4K +307 +19%
BCM
231
Brookstone Capital Management
Illinois
$296K -$260K -1,761 -48%
RFC
232
Regions Financial Corp
Alabama
$292K +$275K +1,864 New
VBWMG
233
Von Berge Wealth Management Group
California
$290K +$148 +1 +0.1%
CMBA
234
C.M. Bidwell & Associates
Hawaii
$288K
FTS
235
Fifth Third Securities
Ohio
$276K -$5.76K -39 -2%
CIA
236
Compass Ion Advisors
Pennsylvania
$273K -$148 -1 -0.1%
GSIAS
237
Garden State Investment Advisory Services
New Jersey
$268K
EWA
238
EP Wealth Advisors
California
$266K +$56.5M +382,074 +181%
EFS
239
Essex Financial Services
Connecticut
$265K -$37.7K -255 -13%
PA
240
PFG Advisors
Arizona
$263K +$5.76K +39 +2%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$256K +$75.8K +513 +46%
SAM
242
Smithbridge Asset Management
Pennsylvania
$255K -$5.91K -40 -2%
NA
243
NewEdge Advisors
Louisiana
$253K -$2.36K -16 -1%
EL
244
EWA LLC
Pennsylvania
$253K +$887 +6 +0.4%
CCM
245
Condor Capital Management
New Jersey
$252K +$238K +1,608 New
PTC
246
Private Trust Company
Ohio
$249K +$144K +974 +157%
IFG
247
Independent Financial Group
California
$248K +$234K +1,586 New
MSAM
248
Moloney Securities Asset Management
Missouri
$243K
AF
249
Advisornet Financial
Minnesota
$238K
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$232K