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Vanguard Mega Cap 300 Index ETF

258 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 69

11% more capital invested

Capital invested by funds: $1.62B → $1.8B (+$179M)

5% more funds holding

Funds holding: 246258 (+12)

1.05% more ownership

Funds ownership: 49.04%50.09% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
29
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
Net Calls
+$841K
Net Calls Change
+$626K
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
26
Black Diamond Financial
Maryland
$16.2M +$351K +2,562 +2%
Creative Planning
27
Creative Planning
Kansas
$15.8M +$38K +277 +0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$13.9M -$2.03M -14,842 -13%
CI Investments Inc
29
CI Investments Inc
Ontario, Canada
$13.2M +$3.05M +22,250 +31%
Osaic Holdings
30
Osaic Holdings
Arizona
$13M -$6.49M -47,390 -34%
CA
31
Capital Advantage
California
$11.5M +$19.1K +139 +0.2%
SG
32
StoneX Group
New York
$11.5M +$8.8M +64,185 +358%
RJA
33
Raymond James & Associates
Florida
$11.1M +$2.36M +17,213 +28%
AIS
34
American Investment Services
Massachusetts
$10.5M
CAM
35
Cozad Asset Management
Illinois
$10.1M +$453K +3,303 +5%
AWM
36
AE Wealth Management
Kansas
$9.77M +$9M +65,688 +1,644%
LB
37
Leo Brokerage
Texas
$9.75M +$1.44M +10,523 +18%
CIA
38
Capital Investment Advisors
Georgia
$9.48M +$364K +2,653 +4%
Vanguard Group
39
Vanguard Group
Pennsylvania
$9.26M +$471K +3,437 +5%
PFM
40
Phillips Financial Management
Indiana
$8.02M
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.02M -$608K -4,433 -7%
ONB
42
Old National Bancorp
Indiana
$7.83M +$1.39M +10,115 +22%
MML Investors Services
43
MML Investors Services
Massachusetts
$7.62M +$756K +5,519 +11%
DWM
44
Destination Wealth Management
California
$7.54M +$3.71M +27,041 +101%
SEM
45
Strategic Equity Management
Arizona
$7.35M -$676K -4,932 -9%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$7.31M +$318K +2,320 +5%
HB
47
Homrich & Berg
Georgia
$7.12M
QA
48
Quantitative Advantage
Minnesota
$6.89M +$853K +6,225 +14%
CCP
49
Cardan Capital Partners
Colorado
$6.84M +$2.17M +15,850 +48%
AC
50
Apella Capital
Connecticut
$6.1M -$107K -778 -2%