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Vanguard Mega Cap 300 Index ETF

147 hedge funds and large institutions have $744M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

27% more capital invested

Capital invested by funds: $586M → $744M (+$158M)

7% more funds holding

Funds holding: 138147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0.6% more ownership

Funds ownership: 42.03%42.63% (+0.6%)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
18
Increased
43
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$5.02M +$3.1K +33 +0.1%
Creative Planning
27
Creative Planning
Kansas
$4.51M +$14.2K +151 +0.3%
Goldman Sachs
28
Goldman Sachs
New York
$4.01M -$8.94K -95 -0.2%
PFM
29
Phillips Financial Management
Indiana
$3.97M -$1.13K -12 -0%
PA
30
Paracle Advisors
Washington
$3.86M -$18.7K -199 -0.5%
SSB
31
Sandy Spring Bank
Maryland
$3.22M -$122K -1,296 -4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.17M +$26.9K +286 +0.9%
PA
33
Parallel Advisors
California
$3.08M -$14.2K -151 -0.5%
SHCM
34
Stokes & Hubbell Capital Management
Louisiana
$3.02M -$163K -1,728 -5%
BEAM
35
Baker Ellis Asset Management
Washington
$2.96M -$132K -1,400 -4%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.94M +$565K +6,008 +25%
SCM
37
SOL Capital Management
Maryland
$2.93M -$1.18M -12,598 -30%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.88M -$46.5K -494 -2%
BPCE
39
Bank Pictet & Cie (Europe)
Germany
$2.68M
JMPWA
40
JP Morgan Private Wealth Advisors
California
$2.67M -$254K -2,698 -9%
BDF
41
Black Diamond Financial
Maryland
$2.63M +$964K +10,250 +61%
CI Investments Inc
42
CI Investments Inc
Ontario, Canada
$1.85M +$1.78M +18,977 New
SB
43
Suntrust Banks
Georgia
$1.84M -$38.8K -412 -2%
BJ
44
Brouwer & Janachowski
California
$1.76M -$6.49K -69 -0.4%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.75M +$361K +3,837 +27%
SAM
46
Smithbridge Asset Management
Pennsylvania
$1.74M +$7.05K +75 +0.4%
Stifel Financial
47
Stifel Financial
Missouri
$1.68M +$465K +4,948 +40%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.63M +$89.1K +947 +6%
LPT
49
Legacy Private Trust
Wisconsin
$1.62M +$557K +5,918 +56%
CCP
50
Clarkston Capital Partners
Michigan
$1.59M +$6.4K +68 +0.4%