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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
QCG
251
Quadrant Capital Group
Ohio
$119K
GWM
252
Geneos Wealth Management
Colorado
$118K +$2K +15 +2%
IGWM
253
ICA Group Wealth Management
Colorado
$118K +$119K +889 New
OCM
254
Osterweis Capital Management
California
$109K
PGAM
255
Princeton Global Asset Management
New Jersey
$106K
NOI
256
Newton One Investments
Delaware
$105K
DI
257
Disciplined Investments
Oklahoma
$102K -$36.7K -275 -26%
OA
258
Operose Advisors
Wisconsin
$98.1K
RBC
259
Roble Belko & Company
Pennsylvania
$98K -$231K -1,726 -70%
PTC
260
Private Trust Company
Ohio
$88K -$4.67K -35 -5%
IFAM
261
Institutional & Family Asset Management
Colorado
$86.6K
RBC
262
Romano Brothers & Co
Illinois
$75.5K +$76.1K +570 New
JGCM
263
Joseph Group Capital Management
Ohio
$66K +$66.8K +500 New
GT
264
Glenmede Trust
Pennsylvania
$65.3K +$65.9K +493 New
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$62.9K -$215K -1,608 -77%
S
266
SignatureFD
Georgia
$62.2K +$37.1K +278 +145%
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$60.2K -$142K -1,061 -70%
AIC
268
Archer Investment Corporation
Indiana
$54.7K
CIAS
269
Capital Investment Advisory Services
North Carolina
$51.7K +$26.7K +200 +105%
RFA
270
Resurgent Financial Advisors
Georgia
$47.9K +$48.4K +362 New
LFG
271
Larson Financial Group
Missouri
$47K
FCA
272
Fortis Capital Advisors
Kansas
$39.7K +$40.1K +300 New
AF
273
Allworth Financial
California
$39.2K
VCM
274
Vigilant Capital Management
Maine
$38K
MA
275
MCF Advisors
Kentucky
$36.3K +$267 +2 +0.7%