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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
WAP
301
Wealthcare Advisory Partners
Pennsylvania
-$306K -1,922 Closed
CAM
302
Cresset Asset Management
Illinois
-$266K -1,669 Closed
AA
303
Advisory Alpha
Michigan
-$264K -1,663 Closed
Citadel Advisors
304
Citadel Advisors
Florida
-$255K -1,606 Closed
5L
305
55I LLC
Massachusetts
-$254K -1,597 Closed
EP
306
Eudaimonia Partners
Tennessee
-$249K -1,563 Closed
PA
307
Procyon Advisors
Connecticut
-$248K -1,562 Closed
AC
308
Avant Capital
Louisiana
-$238K -1,497 Closed
WSTAM
309
Wilbanks Smith & Thomas Asset Management
Virginia
-$216K -1,483 Closed
BCI
310
Brinker Capital Investments
Pennsylvania
-$235K -1,480 Closed
FFM
311
Forum Financial Management
Illinois
-$234K -1,477 Closed
CS
312
Comerica Securities
Michigan
-$234K -1,471 Closed
HSWM
313
Hubbell Strickland Wealth Management
Louisiana
-$233K -1,464 Closed
OWM
314
OneAscent Wealth Management
Alabama
-$228K -1,436 Closed
RJT
315
Raymond James Trust
Florida
-$226K -1,419 Closed
TW
316
TrinityPoint Wealth
Connecticut
-$224K -1,406 Closed
RS
317
Retirement Solution
Washington
-$219K -1,374 Closed
NWM
318
NEIRG Wealth Management
Massachusetts
-$211K -1,325 Closed
WP
319
WealthSource Partners
California
-$211K -1,325 Closed
MSA
320
Marino Stram & Associates
Massachusetts
-$207K -1,301 Closed
AFS
321
Annapolis Financial Services
Maryland
-$105K -660 Closed
LAS
322
Lloyd Advisory Services
Georgia
-$76K -476 Closed
CG
323
Cutler Group
California
-$57.3K -400 Closed
PFS
324
Prospera Financial Services
Texas
-$49K -305 Closed
FFWM
325
Future Financial Wealth Management
Ohio
-$32K -200 Closed