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Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $911M invested in Vanguard Mega Cap 300 Index ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $222K

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

0% more funds holding

Funds holding: 182182 (0)

2.36% less ownership

Funds ownership: 48.7%46.33% (-2.4%)

19% less capital invested

Capital invested by funds: $1.12B → $911M (-$208M)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
29
Increased
60
Reduced
51
Closed
24
Calls
$1.42M
Puts
$222K
Net Calls
+$1.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.72M +$380K +3,563 +5%
AIS
27
American Investment Services
Massachusetts
$6.7M +$632K +5,929 +9%
RJA
28
Raymond James & Associates
Florida
$5.25M -$690K -6,473 -10%
CW
29
CreativeOne Wealth
Kansas
$5.08M +$3.84M +36,038 +182%
DWM
30
Darwin Wealth Management
Florida
$4.85M +$7.25K +68 +0.1%
CIA
31
Capital Investment Advisors
Georgia
$4.63M -$33.6K -315 -0.6%
ONB
32
Old National Bancorp
Indiana
$4.35M +$44.4K +416 +0.9%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$4.22M +$10.7K +100 +0.2%
AC
34
Apella Capital
Connecticut
$3.46M +$4.06M +38,092 New
HWA
35
Hilltop Wealth Advisors
North Carolina
$3.44M +$303K +2,841 +8%
SI
36
Stephens Inc
Arkansas
$3.42M +$4.01M +37,637 New
GWM
37
Gray Wealth Management
Maine
$3.36M +$3.94M +36,957 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.2M -$65.6K -615 -2%
BSAM
39
Blue Sky Asset Management
Colorado
$3.11M +$1.12M +10,483 +44%
PFM
40
Phillips Financial Management
Indiana
$3.1M -$207K -1,941 -5%
PA
41
Procyon Advisors
Connecticut
$2.97M +$2.69M +25,242 +340%
PA
42
Paracle Advisors
Washington
$2.92M -$308K -2,886 -8%
MGIA
43
Moneta Group Investment Advisors
Missouri
$2.82M +$2.42M +22,657 +270%
SFO
44
Stokes Family Office
Louisiana
$2.78M
TFS
45
TrustCore Financial Services
Tennessee
$2.73M +$2.88M +26,998 +879%
SSB
46
Sandy Spring Bank
Maryland
$2.68M -$243K -2,282 -7%
SWRP
47
Summit Wealth & Retirement Planning
California
$2.56M +$3M +28,094 New
BEAM
48
Baker Ellis Asset Management
Washington
$2.31M -$187K -1,750 -6%
BPCE
49
Bank Pictet & Cie (Europe)
Germany
$2.26M
PS
50
Portfolio Solutions
Michigan
$2.12M +$39.5K +370 +2%