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Vanguard Mega Cap 300 Index ETF

280 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more funds holding

Funds holding: 268280 (+12)

3% more capital invested

Capital invested by funds: $1.87B → $1.92B (+$57.4M)

0.36% less ownership

Funds ownership: 47.48%47.12% (-0.36%)

41% less call options, than puts

Call options by funds: $385K | Put options by funds: $655K

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
72
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$19.6M +$19.4M +123,433 +2,421%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$19M +$18.3M +116,191 +1,390%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$15.6M -$213K -1,353 -1%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$14.6M +$5.13M +32,620 +51%
Osaic Holdings
30
Osaic Holdings
Arizona
$14M -$110K -701 -0.8%
SG
31
StoneX Group
New York
$13.4M +$392K +2,497 +3%
AIS
32
American Investment Services
Massachusetts
$11.5M
KAS
33
Kestra Advisory Services
Texas
$11.4M +$10.5M +66,806 +830%
LB
34
Leo Brokerage
Texas
$10.7M -$137K -873 -1%
CAM
35
Cozad Asset Management
Illinois
$10.7M +$387K +2,462 +4%
CIA
36
Capital Investment Advisors
Georgia
$10.6M +$260K +1,656 +2%
PMG
37
ProVise Management Group
Florida
$9.97M +$3.18M +20,228 +45%
QA
38
Quantitative Advantage
Minnesota
$9.06M +$678K +4,317 +8%
BDF
39
Black Diamond Financial
Maryland
$8.85M -$9.09M -57,853 -50%
MML Investors Services
40
MML Investors Services
Massachusetts
$8.8M +$466K +2,965 +5%
DWM
41
Destination Wealth Management
California
$8.72M +$303K +1,929 +3%
PFM
42
Phillips Financial Management
Indiana
$8.68M -$40.5K -258 -0.5%
1WM
43
1900 Wealth Management
Texas
$8.61M +$3.63M +23,079 +69%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$8.34M +$311K +1,980 +4%
ONB
45
Old National Bancorp
Indiana
$8.01M -$409K -2,601 -5%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$7.89M -$567K -3,611 -7%
KP
47
Keel Point
Alabama
$7.81M -$6.07M -38,658 -43%
HB
48
Homrich & Berg
Georgia
$7.73M
CCP
49
Cardan Capital Partners
Colorado
$7.6M +$76.8K +489 +1%
CA
50
Cetera Advisors
Colorado
$7.42M +$3.57M +22,687 +87%