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Vanguard Mega Cap 300 Index ETF

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

81% more call options, than puts

Call options by funds: $559K | Put options by funds: $309K

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.27B → $1.38B (+$113M)

7% more funds holding

Funds holding: 201216 (+15)

1.64% less ownership

Funds ownership: 49%47.35% (-1.6%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$11.5M +$3.16M +26,823 +39%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.1M -$47.7K -404 -0.4%
CA
28
Capital Advantage
California
$10.3M -$14.3K -121 -0.1%
AIS
29
American Investment Services
Massachusetts
$8.93M +$61K +517 +0.7%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$7.87M -$838K -7,102 -10%
RJA
31
Raymond James & Associates
Florida
$7.75M +$231K +1,959 +3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.5M -$1.28M -10,838 -15%
CIA
33
Capital Investment Advisors
Georgia
$7.18M +$314K +2,660 +5%
CAM
34
Cozad Asset Management
Illinois
$7.11M +$828K +7,015 +13%
LB
35
Leo Brokerage
Texas
$6.91M +$7.45M +63,154 New
PFM
36
Phillips Financial Management
Indiana
$6.77M +$782K +6,625 +13%
Stifel Financial
37
Stifel Financial
Missouri
$6.71M +$4.58M +38,821 +227%
HB
38
Homrich & Berg
Georgia
$6.08M +$5.99M +50,751 New
BFA
39
Beaumont Financial Advisors
Massachusetts
$6.08M -$3.36M -28,468 -36%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$5.91M -$112K -950 -2%
ONB
41
Old National Bancorp
Indiana
$5.51M +$1.43M +12,129 +36%
AC
42
Apella Capital
Connecticut
$5.38M +$538K +4,556 +11%
AWA
43
Arete Wealth Advisors
Illinois
$5.26M +$626K +5,309 +14%
QA
44
Quantitative Advantage
Minnesota
$4.75M +$4.68M +39,646 New
MML Investors Services
45
MML Investors Services
Massachusetts
$4.58M +$781K +6,623 +21%
GWM
46
Gray Wealth Management
Maine
$4.38M -$126K -1,065 -3%
JWM
47
Jackson Wealth Management
Florida
$4.36M +$445K +3,775 +12%
CI
48
CX Institutional
Indiana
$4.04M +$649K +5,502 +19%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$3.92M -$609K -5,158 -14%
MGIA
50
Moneta Group Investment Advisors
Missouri
$3.8M +$431K +3,655 +13%