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Vanguard Mega Cap 300 Index ETF

280 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more funds holding

Funds holding: 268280 (+12)

3% more capital invested

Capital invested by funds: $1.87B → $1.92B (+$57.4M)

0.36% less ownership

Funds ownership: 47.48%47.12% (-0.36%)

41% less call options, than puts

Call options by funds: $385K | Put options by funds: $655K

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
72
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
MCF Advisors
Kentucky
$41K
FHA
252
First Horizon Advisors
Tennessee
$41K +$11.2K +71 +36%
MIM
253
Macroview Investment Management
Maryland
$40K
AWM
254
AllSquare Wealth Management
New York
$39K
ZC
255
Zeit Capital
Colorado
$39K
AWM
256
Accel Wealth Management
Iowa
$35K
HWA
257
HHM Wealth Advisors
Tennessee
$32K
RIM
258
Rockbridge Investment Management
New York
$32K
TCM
259
TD Capital Management
Tennessee
$31K
SIM
260
Sonora Investment Management
Arizona
$30K +$31.4K +200 New
AWA
261
Arkadios Wealth Advisors
Georgia
$29K
S
262
SignatureFD
Georgia
$29K
JWBC
263
John W. Brooker & Co
California
$28K -$15.7K -100 -35%
WWMSC
264
Wagner Wealth Management (South Carolina)
South Carolina
$25K
Barclays
265
Barclays
United Kingdom
$22K +$2.2K +14 +11%
TCWM
266
Total Clarity Wealth Management
Illinois
$21K +$21.2K +135 New
JWM
267
Jackson Wealth Management
Florida
$20K -$475K -3,020 -10%
GI
268
Gradient Investments
Minnesota
$14K +$14.6K +93 New
ME
269
McIlrath & Eck
Washington
$10K
Simplex Trading
270
Simplex Trading
Illinois
$10K
BWA
271
BDO Wealth Advisors
Florida
$9K
GRP
272
Global Retirement Partners
California
$9K
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
SIS
274
Sound Income Strategies
Florida
$8K
SWM
275
Spire Wealth Management
Virginia
$7K