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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
GEA
276
Glen Eagle Advisors
New Jersey
$33.1K
WA
277
Win Advisors
Florida
$31.4K
AWM
278
Accel Wealth Management
Iowa
$30.5K
CSPIA
279
Cary Street Partners Investment Advisory
Virginia
$28.1K +$28.3K +212 New
AWM
280
AllSquare Wealth Management
New York
$27.8K
HWA
281
HHM Wealth Advisors
Tennessee
$27.8K
TCOV
282
Trust Company of Vermont
Vermont
$26.7K
CPG
283
Cornerstone Planning Group
New Jersey
$25.9K +$25.8K +193 New
TWC
284
TD Waterhouse Canada
Ontario, Canada
$24.5K
MIA
285
Milestone Investment Advisors
Wisconsin
$23.3K +$23.5K +176 New
FFA
286
Farther Finance Advisors
California
$22.8K +$23K +172 New
MSCM
287
McElhenny Sheffield Capital Management
Texas
$16.8K -$292K -2,185 -95%
GI
288
Gradient Investments
Minnesota
$15K
BlackRock
289
BlackRock
New York
$14.6K -$267 -2 -2%
MFT
290
Moisand Fitzgerald Tamayo
Florida
$13.2K
CSB
291
City State Bank
Iowa
$13K
AWM
292
Avior Wealth Management
Nebraska
$12.6K +$1.34K +10 +12%
WWP
293
WR Wealth Planners
Missouri
$11K
BWA
294
BDO Wealth Advisors
Florida
$8.02K +$134 +1 +2%
BTI
295
Blue Trust Inc
Georgia
$8K
GRP
296
Global Retirement Partners
California
$7.94K
FA
297
Fortis Advisors
Pennsylvania
$7.28K -$748K -5,596 -99%
PAG
298
Private Advisor Group
New Jersey
$6.74K -$234K -1,748 -3%
SIS
299
Sound Income Strategies
Florida
$6.62K
DWP
300
Destiny Wealth Partners
Florida
$5.56K