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Vanguard Mega Cap 300 Index ETF

155 hedge funds and large institutions have $876M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $828M → $876M (+$47.5M)

2% more funds holding

Funds holding: 152155 (+3)

0.97% more ownership

Funds ownership: 43.28%44.24% (+0.97%)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
3.4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
16
Increased
50
Reduced
40
Closed
13
Calls
$258K
Puts
Net Calls
+$258K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
26
American Investment Services
Massachusetts
$6.92M +$34.6K +338 +0.5%
RJA
27
Raymond James & Associates
Florida
$6.81M -$32.7K -320 -0.5%
CFGS
28
Concourse Financial Group Securities
Alabama
$6.19M -$19.9M -194,763 -76%
CIA
29
Capital Investment Advisors
Georgia
$5.18M -$108K -1,059 -2%
DWM
30
Darwin Wealth Management
Florida
$5.16M +$306K +2,994 +6%
ONB
31
Old National Bancorp
Indiana
$4.86M -$1.84K -18 -0%
Creative Planning
32
Creative Planning
Kansas
$4.8M +$83.1K +812 +2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$4.64M +$366K +3,578 +9%
NFG
34
Next Financial Group
Texas
$4.29M -$311K -3,042 -7%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$4.14M +$492K +4,812 +14%
PFM
36
Phillips Financial Management
Indiana
$3.94M -$83.9K -820 -2%
PA
37
Paracle Advisors
Washington
$3.87M -$117K -1,142 -3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.46M -$527K -5,154 -13%
SSB
39
Sandy Spring Bank
Maryland
$3.43M +$104K +1,013 +3%
BDF
40
Black Diamond Financial
Maryland
$3.12M +$356K +3,480 +13%
BEAM
41
Baker Ellis Asset Management
Washington
$2.96M -$71.6K -700 -2%
BPCE
42
Bank Pictet & Cie (Europe)
Germany
$2.57M
JMPWA
43
JP Morgan Private Wealth Advisors
California
$2.54M -$256K -2,502 -9%
PA
44
Parallel Advisors
California
$2.49M -$204K -1,995 -8%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.33M +$1.14M +11,147 +97%
SB
46
Suntrust Banks
Georgia
$2.12M +$122K +1,188 +6%
VF
47
Virtu Financial
New York
$1.9M +$740K +7,236 +65%
SAM
48
Smithbridge Asset Management
Pennsylvania
$1.88M +$47.9K +468 +3%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.87M +$5.01K +49 +0.3%
CCP
50
Clarkston Capital Partners
Michigan
$1.83M +$12.7K +124 +0.7%