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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
AIP
301
Ameritas Investment Partners
Nebraska
$31.4K +$29.7K +201 New
AWM
302
AllSquare Wealth Management
New York
$31.2K
CFFP
303
Center for Financial Planning
Michigan
$30.5K +$28.8K +195 New
CPG
304
Cornerstone Planning Group
New Jersey
$30.2K +$28.5K +193 New
MIA
305
Milestone Investment Advisors
Wisconsin
$27.5K
OFG
306
Oxford Financial Group
Indiana
$25.7K +$24.2K +164 New
VCM
307
Vigilant Capital Management
Maine
$22K
PCM
308
Penserra Capital Management
California
$20K +$19.1K +129 New
AWM
309
Avior Wealth Management
Nebraska
$18.8K +$3.69K +25 +26%
CSB
310
City State Bank
Iowa
$16K
MFT
311
Moisand Fitzgerald Tamayo
Florida
$15.6K
CT
312
Caldwell Trust
Florida
$12.8K
GI
313
Gradient Investments
Minnesota
$12.5K
DJSG
314
D.J. St. Germain
Massachusetts
$11K +$10.3K +70 New
BWA
315
BDO Wealth Advisors
Florida
$9.55K
JFGIW
316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.82K
SIS
317
Sound Income Strategies
Florida
$7.82K
SF
318
Safeguard Financial
Wisconsin
$6K +$5.91K +40 New
WP
319
WealthPLAN Partners
Nebraska
$5.63K
RG
320
Retirement Group
California
$3.77K
CFO
321
CVA Family Office
Colorado
$3.13K
HCP
322
Hexagon Capital Partners
Arkansas
$3.04K
AWM
323
Abound Wealth Management
Tennessee
$2.5K +$2.36K +16 New
PAI
324
Pittenger & Anderson Inc
Nebraska
$313 +$296 +2 New
NSG
325
Nalls Sherbakoff Group
Tennessee
$154