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Vanguard Mega Cap 300 Index ETF

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

81% more call options, than puts

Call options by funds: $559K | Put options by funds: $309K

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.27B → $1.38B (+$113M)

7% more funds holding

Funds holding: 201216 (+15)

1.64% less ownership

Funds ownership: 49%47.35% (-1.6%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
51
Cardan Capital Partners
Colorado
$3.78M +$181K +1,535 +5%
HWA
52
Hilltop Wealth Advisors
North Carolina
$3.75M -$73.6K -624 -2%
SFO
53
Stokes Family Office
Louisiana
$3.67M
FA
54
Fortis Advisors
Pennsylvania
$3.62M +$1.85M +15,648 +107%
PA
55
Paracle Advisors
Washington
$3.58M +$6.96K +59 +0.2%
SSB
56
Sandy Spring Bank
Maryland
$3.49M -$31.3K -265 -0.9%
PA
57
Procyon Advisors
Connecticut
$3.45M -$40.9K -347 -1%
TFS
58
TrustCore Financial Services
Tennessee
$3.38M -$479K -4,056 -13%
DWM
59
Destination Wealth Management
California
$3.28M +$10.9K +92 +0.3%
SFPM
60
Sensible Financial Planning & Management
Massachusetts
$3.17M +$149K +1,263 +5%
BEAM
61
Baker Ellis Asset Management
Washington
$2.79M -$165K -1,400 -6%
AF
62
Advisornet Financial
Minnesota
$2.66M +$2.52M +21,346 +2,619%
HighTower Advisors
63
HighTower Advisors
Illinois
$2.56M +$426K +3,609 +20%
PA
64
Parallel Advisors
California
$2.55M -$22.3K -189 -0.9%
CA
65
Cetera Advisors
Colorado
$2.52M +$963K +8,158 +63%
PS
66
Portfolio Solutions
Michigan
$2.52M
CCP
67
Clarkston Capital Partners
Michigan
$2.3M +$21.8K +185 +1%
SG
68
StoneX Group
New York
$2.01M +$209K +1,770 +12%
HAS
69
HBW Advisory Services
California
$1.78M +$1.75M +14,836 New
PAG
70
Private Advisor Group
New Jersey
$1.76M -$53.8K -456 -3%
AAS
71
Avantax Advisory Services
Texas
$1.76M +$789K +6,683 +83%
BAMG
72
Brand Asset Management Group
Missouri
$1.71M
CA
73
Calton & Associates
Florida
$1.67M -$12.7K -108 -0.8%
FAAS
74
First Allied Advisory Services
California
$1.65M +$60.1K +509 +4%
BRWA
75
B. Riley Wealth Advisors
Florida
$1.65M +$109K +924 +7%