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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
PFG
251
Prosperity Financial Group
California
$232K
PP
252
PDS Planning
Ohio
$231K +$148 +1 +0.1%
AC
253
Avant Capital
Louisiana
$231K +$443 +3 +0.2%
SWA
254
SFMG Wealth Advisors
Texas
$227K
BFG
255
Berger Financial Group
Minnesota
$219K +$296 +2 +0.1%
RS
256
Retirement Solution
Washington
$219K +$207K +1,402 New
HSWM
257
Hubbell Strickland Wealth Management
Louisiana
$209K +$197K +1,336 New
NWM
258
NEIRG Wealth Management
Massachusetts
$208K +$197K +1,330 New
IWC
259
Integrated Wealth Concepts
Massachusetts
$206K +$195K +1,320 New
MSA
260
Marino Stram & Associates
Massachusetts
$204K +$192K +1,301 New
FAIM
261
Financial Advocates Investment Management
Washington
$203K -$543K -3,674 -74%
AWA
262
Arete Wealth Advisors
Illinois
$202K +$191K +1,291 New
MWM
263
Modera Wealth Management
New Jersey
$201K +$190K +1,287 New
EBT
264
Enterprise Bank & Trust
Massachusetts
$201K +$190K +1,285 New
OC
265
Oakworth Capital
Alabama
$195K
WFA
266
Wells Financial Advisors
Massachusetts
$190K -$22.2K -150 -11%
CAL
267
Capital Advisors Ltd
Ohio
$188K
CFD
268
Creative Financial Designs
Indiana
$163K +$4.43K +30 +3%
VF
269
VitalStone Financial
Texas
$148K -$2.99M -20,203 -95%
PB
270
Pinnacle Bancorp
Nebraska
$144K
GWM
271
Geneos Wealth Management
Colorado
$141K +$443 +3 +0.3%
OCM
272
Osterweis Capital Management
California
$139K
IGWM
273
ICA Group Wealth Management
Colorado
$139K
BCMLT
274
Beacon Capital Management LLC (Tennessee)
Tennessee
$138K -$58.1K -393 -31%
PGAM
275
Princeton Global Asset Management
New Jersey
$125K