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Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $911M invested in Vanguard Mega Cap 300 Index ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $222K

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

0% more funds holding

Funds holding: 182182 (0)

2.36% less ownership

Funds ownership: 48.7%46.33% (-2.4%)

19% less capital invested

Capital invested by funds: $1.12B → $911M (-$208M)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
29
Increased
60
Reduced
51
Closed
24
Calls
$1.42M
Puts
$222K
Net Calls
+$1.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$2.08M +$2.44M +22,873 New
PA
52
Parallel Advisors
California
$1.96M -$114K -1,070 -5%
CI
53
CX Institutional
Indiana
$1.87M +$528K +4,950 +32%
SFPM
54
Sensible Financial Planning & Management
Massachusetts
$1.83M +$570K +5,347 +36%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$1.75M -$525K -4,919 -20%
SAM
56
Smithbridge Asset Management
Pennsylvania
$1.7M -$36.5K -342 -2%
CCP
57
Clarkston Capital Partners
Michigan
$1.68M +$52.6K +493 +3%
SEIA
58
Signature Estate & Investment Advisors
California
$1.68M +$1.97M +18,455 New
PAG
59
Private Advisor Group
New Jersey
$1.57M +$140K +1,317 +8%
FAAS
60
First Allied Advisory Services
California
$1.56M +$1.1M +10,302 +149%
Stifel Financial
61
Stifel Financial
Missouri
$1.53M +$121K +1,134 +7%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.4M -$251K -2,350 -13%
CA
63
Calton & Associates
Florida
$1.39M +$418K +3,922 +35%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.32M -$63.1K -592 -4%
KP
65
Keel Point
Alabama
$1.3M +$160K +1,498 +12%
BAMG
66
Brand Asset Management Group
Missouri
$1.3M -$21.9K -205 -1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.28M +$1.3M +12,190 +658%
SG
68
StoneX Group
New York
$1.19M -$303K -2,844 -18%
TAM
69
Tocqueville Asset Management
New York
$1.16M
BRWA
70
B. Riley Wealth Advisors
Florida
$1.1M -$154K -1,445 -11%
C1AG
71
Client 1st Advisory Group
Florida
$1.07M +$1.26M +11,769 New
JP Morgan Chase
72
JP Morgan Chase
New York
$1.06M -$44.7K -419 -3%
LPT
73
Legacy Private Trust
Wisconsin
$1.05M -$539K -5,050 -30%
BJ
74
Brouwer & Janachowski
California
$1.01M -$50.9K -477 -4%
TI
75
Trexquant Investment
Connecticut
$980K +$1.15M +10,780 New