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Vanguard Mega Cap 300 Index ETF

292 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

2.09% less ownership

Funds ownership: 48.46%46.36% (-2.1%)

2% less funds holding

Funds holding: 299292 (-7)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $2.04B → $1.65B (-$388M)

Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
4.92%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
27
Increased
96
Reduced
102
Closed
33
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
276
City State Bank
Iowa
$13K
MFT
277
Moisand Fitzgerald Tamayo
Florida
$13K
AWM
278
Avior Wealth Management
Nebraska
$11K +$12.2K +85 New
WWP
279
WR Wealth Planners
Missouri
$10.9K +$11.9K +83 New
BTI
280
Blue Trust Inc
Georgia
$10K +$8.88K +62 New
BWA
281
BDO Wealth Advisors
Florida
$8K
GRP
282
Global Retirement Partners
California
$8K
JFGIW
283
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
SIS
284
Sound Income Strategies
Florida
$7K
DWP
285
Destiny Wealth Partners
Florida
$6K +$6.01K +42 New
SWM
286
Spire Wealth Management
Virginia
$5K +$143 +1 +2%
CFO
287
CVA Family Office
Colorado
$3K
HCP
288
Hexagon Capital Partners
Arkansas
$2K +$143 +1 +6%
BEI
289
Benjamin Edwards Inc
Missouri
$2K +$1.86K +13 New
RIM
290
Rockbridge Investment Management
New York
$1.45K -$28.5K -199 -95%
BRWM
291
B. Riley Wealth Management
Tennessee
$322 -$328K -2,289 -48%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$143 +$100K +700 +233%
RDIA
293
RE Dickinson Investment Advisors
Iowa
$5
VA
294
Valmark Advisers
Ohio
-$3.21M -20,178 Closed
FIA
295
Foundations Investment Advisors
Arizona
-$1.79M -11,666 Closed
SB
296
Strategic Blueprint
Georgia
-$1.07M -6,749 Closed
SNB
297
Security National Bank
Nebraska
-$835K -5,249 Closed
EVM
298
Eaton Vance Management
Massachusetts
-$668K -4,200 Closed
AssetMark Inc
299
AssetMark Inc
California
-$591K -3,716 Closed
OCM
300
Orser Capital Management
Texas
-$418K -2,630 Closed