We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $1.12B invested in Vanguard Mega Cap 300 Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $876M → $1.12B (+$243M)

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

17% more funds holding

Funds holding: 155182 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4.45% more ownership

Funds ownership: 44.24%48.7% (+4.5%)

Holders
182
Holders Change
+27
Holders Change %
+17.42%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
38
Increased
55
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Smithbridge Asset Management
Pennsylvania
$2.13M +$83.3K +780 +4%
Citadel Advisors
52
Citadel Advisors
Florida
$2.11M +$2.02M +18,922 New
CCP
53
Clarkston Capital Partners
Michigan
$2.01M +$27.8K +260 +1%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.99M -$33.5K -314 -2%
AG
55
Advisor Group
Arizona
$1.87M +$108K +1,016 +6%
LPT
56
Legacy Private Trust
Wisconsin
$1.85M
PAG
57
Private Advisor Group
New Jersey
$1.78M +$4.06K +38 +0.2%
SG
58
StoneX Group
New York
$1.78M +$229K +2,147 +16%
CS
59
Credit Suisse
Switzerland
$1.78M +$1.16M +10,839 +212%
Stifel Financial
60
Stifel Financial
Missouri
$1.76M -$9.39K -88 -0.6%
CI
61
CX Institutional
Indiana
$1.75M -$32.9K -308 -2%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.69M +$96.3K +902 +6%
SFP
63
Strategic Financial Partners
Oregon
$1.68M +$1.6M +15,033 New
SFPM
64
Sensible Financial Planning & Management
Massachusetts
$1.65M +$1.19M +11,106 +302%
BAMG
65
Brand Asset Management Group
Missouri
$1.62M
BRWA
66
B. Riley Wealth Advisors
Florida
$1.51M +$23.4K +219 +2%
KP
67
Keel Point
Alabama
$1.43M -$339K -3,178 -20%
TAM
68
Tocqueville Asset Management
New York
$1.42M +$299K +2,800 +28%
JP Morgan Chase
69
JP Morgan Chase
New York
$1.35M +$12.9K +121 +1%
BJ
70
Brouwer & Janachowski
California
$1.3M -$507K -4,746 -29%
PWA
71
Physician Wealth Advisors
Utah
$1.29M +$59.7K +559 +5%
CA
72
Calton & Associates
Florida
$1.27M +$291K +2,726 +32%
BFA
73
Beaumont Financial Advisors
Massachusetts
$1.26M +$843K +7,895 +234%
MIAN
74
Mariner Independent Advisor Network
Kansas
$1.2M +$1.15M +10,726 New
DACG
75
Donor Advised Charitable Giving
California
$1.14M +$10.5K +98 +1%