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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
NOI
276
Newton One Investments
Delaware
$125K +$443 +3 +0.4%
IA
277
IFP Advisors
Florida
$124K -$4.14K -28 -4%
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$121K +$83.3K +564 +266%
RBC
279
Roble Belko & Company
Pennsylvania
$116K
OA
280
Operose Advisors
Wisconsin
$116K
IFAM
281
Institutional & Family Asset Management
Colorado
$102K
VNIM
282
Vaughan Nelson Investment Management
Texas
$91K -$48K -325 -36%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$84K
NCM
284
Northwest Capital Management
Oregon
$80.3K +$75.8K +513 New
GEA
285
Glen Eagle Advisors
New Jersey
$75.1K +$34K +230 +92%
S
286
SignatureFD
Georgia
$66.5K
AIC
287
Archer Investment Corporation
Indiana
$64.6K
GT
288
Glenmede Trust
Pennsylvania
$63K
CIAS
289
Capital Investment Advisory Services
North Carolina
$61.5K +$148 +1 +0.3%
RFA
290
Resurgent Financial Advisors
Georgia
$56.6K -$148 -1 -0.3%
LFG
291
Larson Financial Group
Missouri
$55.5K
SS
292
Sunbelt Securities
Texas
$53.3K +$148 +1 +0.3%
GRP
293
Global Retirement Partners
California
$53K +$41.2K +279 +465%
DI
294
Disciplined Investments
Oklahoma
$47.9K
AF
295
Allworth Financial
California
$46.4K
CTB
296
Country Trust Bank
Illinois
$43.8K
MA
297
MCF Advisors
Kentucky
$43.2K +$148 +1 +0.4%
CIA
298
Cape Investment Advisory
Georgia
$42.2K
HWA
299
HHM Wealth Advisors
Tennessee
$32.9K
TCOV
300
Trust Company of Vermont
Vermont
$31.6K