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Vanguard Mega Cap 300 Index ETF

292 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

2.09% less ownership

Funds ownership: 48.46%46.36% (-2.1%)

2% less funds holding

Funds holding: 299292 (-7)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $2.04B → $1.65B (-$388M)

Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
4.92%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
27
Increased
96
Reduced
102
Closed
33
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$16.6M -$12M -83,890 -40%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$16.4M +$1.29K +9 +0%
CW
28
CreativeOne Wealth
Kansas
$15.1M -$267K -1,865 -2%
BDF
29
Black Diamond Financial
Maryland
$14.6M -$267K -1,865 -2%
IC
30
IEQ Capital
California
$13.9M +$15.1M +105,708 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$13.1M -$252K -1,763 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.6M +$16.8K +117 +0.1%
SS
33
Simplicity Solutions
Minnesota
$10.4M +$11.3M +78,577 New
SG
34
StoneX Group
New York
$10M -$396K -2,763 -4%
AIS
35
American Investment Services
Massachusetts
$9.93M -$104K -724 -1%
CAM
36
Cozad Asset Management
Illinois
$9.91M -$57.8K -404 -0.5%
QA
37
Quantitative Advantage
Minnesota
$9.19M +$519K +3,626 +5%
Creative Planning
38
Creative Planning
Kansas
$8.99M +$2.11M +14,759 +28%
CIA
39
Capital Investment Advisors
Georgia
$8.74M -$63K -440 -0.7%
ETC
40
Exchange Traded Concepts
Oklahoma
$7.98M -$80.3M -560,935 -90%
PFM
41
Phillips Financial Management
Indiana
$7.33M -$165K -1,154 -2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$6.82M
HWM
43
HB Wealth Management
Georgia
$6.74M
DWM
44
Destination Wealth Management
California
$6.67M -$151K -1,055 -2%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$6.61M -$627K -4,379 -8%
CA
46
Capital Advantage
California
$6.56M +$176K +1,227 +3%
MML Investors Services
47
MML Investors Services
Massachusetts
$6.04M -$2.72M -19,018 -29%
AC
48
Apella Capital
Connecticut
$5.66M -$330K -2,307 -5%
SFPM
49
Sensible Financial Planning & Management
Massachusetts
$5.6M +$247K +1,728 +4%
KP
50
Keel Point
Alabama
$5.22M +$573 +4 +0%