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Vanguard Mega Cap 300 Index ETF

283 hedge funds and large institutions have $1.5B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 46.36%46.08% (-0.29%)

3% less funds holding

Funds holding: 292283 (-9)

9% less capital invested

Capital invested by funds: $1.65B → $1.5B (-$148M)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
17
Increased
75
Reduced
90
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.7M -$1.64M -11,798 -9%
BDF
27
Black Diamond Financial
Maryland
$13.7M -$83.6K -602 -0.5%
Osaic Holdings
28
Osaic Holdings
Arizona
$11.6M -$423K -3,047 -3%
IC
29
IEQ Capital
California
$11.5M -$1.93M -13,902 -13%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$11.2M -$1.37M -9,895 -10%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$10.3M -$18.6M -134,350 -62%
CW
32
CreativeOne Wealth
Kansas
$9.94M -$4.82M -34,755 -30%
AIS
33
American Investment Services
Massachusetts
$9.4M
CAM
34
Cozad Asset Management
Illinois
$9.29M -$107K -768 -1%
QA
35
Quantitative Advantage
Minnesota
$9.06M +$401K +2,889 +4%
Creative Planning
36
Creative Planning
Kansas
$8.25M -$292K -2,102 -3%
CIA
37
Capital Investment Advisors
Georgia
$8.24M -$40.3K -290 -0.4%
CI
38
CX Institutional
Indiana
$6.96M +$4.31M +31,088 +126%
PFM
39
Phillips Financial Management
Indiana
$6.67M -$301K -2,167 -4%
PAG
40
Private Advisor Group
New Jersey
$6.57M +$2.07M +14,896 +39%
HWM
41
HB Wealth Management
Georgia
$6.39M +$8.61K +62 +0.1%
CA
42
Capital Advantage
California
$6.29M +$90.5K +652 +1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$6.27M +$11.7K +84 +0.2%
AC
44
Apella Capital
Connecticut
$6.22M +$958K +6,899 +16%
DWM
45
Destination Wealth Management
California
$6.17M -$163K -1,173 -2%
SG
46
StoneX Group
New York
$5.84M -$4.1M -29,563 -39%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$5.67M -$875K -6,306 -12%
SFPM
48
Sensible Financial Planning & Management
Massachusetts
$5.59M +$316K +2,276 +5%
SC
49
Steph & Co
Wisconsin
$4.99M +$3.14M +22,636 +130%
GWM
50
Gray Wealth Management
Maine
$4.8M -$68.7K -495 -1%