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Vanguard Mega Cap 300 Index ETF

258 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 69

11% more capital invested

Capital invested by funds: $1.62B → $1.8B (+$179M)

5% more funds holding

Funds holding: 246258 (+12)

1.05% more ownership

Funds ownership: 49.04%50.09% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
29
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
Net Calls
+$841K
Net Calls Change
+$626K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
251
McIlrath & Eck
Washington
$9K
GRP
252
Global Retirement Partners
California
$8K +$8.22K +60 New
SIS
253
Sound Income Strategies
Florida
$7.01K
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$6.85K +50 New
RPCA
255
Running Point Capital Advisors
California
$6K +$5.48K +40 New
1WM
256
1900 Wealth Management
Texas
$4.89K -$3.94M -28,741 -45%
BlackRock
257
BlackRock
New York
$4K
CFO
258
CVA Family Office
Colorado
$3K +$2.74K +20 New
SWM
259
Sugarloaf Wealth Management
Georgia
$642 +$1.92K +14 +0.3%
Citadel Advisors
260
Citadel Advisors
Florida
-$2.09M -15,657 Closed
CCFM
261
Clear Creek Financial Management
Washington
-$977K -7,325 Closed
FI
262
FormulaFolio Investments
Michigan
-$718K -5,383 Closed
BWM
263
Baystate Wealth Management
Massachusetts
-$359K -2,692 Closed
IWM
264
IHT Wealth Management
Illinois
-$345K -2,585 Closed
SWA
265
Stratos Wealth Advisors
Ohio
-$304K -2,277 Closed
LWAC
266
Laurel Wealth Advisors (California)
California
-$275K -2,063 Closed
OWM
267
OneAscent Wealth Management
Alabama
-$236K -1,765 Closed
IWC
268
Integrated Wealth Concepts
Massachusetts
-$220K -1,649 Closed
EWMCB
269
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$201K -1,504 Closed
FFC
270
Fure Financial Corporation
Minnesota
-$118K -881 Closed
BWM
271
Birchcreek Wealth Management
Ohio
-$96K -722 Closed
PWM
272
Perigon Wealth Management
California
-$32K -238 Closed
FWM
273
ForthRight Wealth Management
Georgia
-$14K -102 Closed
CG
274
Cutler Group
California
-$13.6K -99 Closed