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Vanguard Mega Cap 300 Index ETF

280 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more funds holding

Funds holding: 268280 (+12)

3% more capital invested

Capital invested by funds: $1.87B → $1.92B (+$57.4M)

0.36% less ownership

Funds ownership: 47.48%47.12% (-0.36%)

41% less call options, than puts

Call options by funds: $385K | Put options by funds: $655K

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
72
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Apella Capital
Connecticut
$6.97M +$214K +1,362 +3%
CA
52
Capital Advantage
California
$6.43M -$6.29M -40,030 -49%
SFPM
53
Sensible Financial Planning & Management
Massachusetts
$6.33M +$290K +1,845 +5%
GWM
54
Gray Wealth Management
Maine
$5.94M +$59.2K +377 +1%
Stifel Financial
55
Stifel Financial
Missouri
$5.53M -$230K -1,464 -4%
AWM
56
AE Wealth Management
Kansas
$5.52M +$4.78M +30,428 +525%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$5.51M -$175K -1,113 -3%
MA
58
MJP Associates
Connecticut
$5.02M +$40.2K +256 +0.8%
MGIA
59
Moneta Group Investment Advisors
Missouri
$4.91M -$28.4K -181 -0.6%
EWM
60
Empirical Wealth Management
Washington
$4.85M +$76.4K +486 +2%
Creative Planning
61
Creative Planning
Kansas
$4.77M +$8.01K +51 +0.2%
SFO
62
Stokes Family Office
Louisiana
$4.66M
TWM
63
Tradition Wealth Management
Minnesota
$4.55M +$274K +1,745 +6%
HWA
64
Hilltop Wealth Advisors
North Carolina
$4.3M -$121K -770 -3%
AWA
65
Arete Wealth Advisors
Illinois
$4.22M +$20K +127 +0.5%
TWM
66
TriaGen Wealth Management
California
$4.17M +$97.1K +618 +2%
JWCA
67
J.W. Cole Advisors
Florida
$4.16M +$3.36M +21,407 New
DAS
68
Dynamic Advisor Solutions
Arizona
$3.73M +$359K +2,284 +10%
TFS
69
TrustCore Financial Services
Tennessee
$3.69M -$200K -1,270 -5%
CCM
70
Coldstream Capital Management
Washington
$3.56M -$217K -1,381 -6%
SEM
71
Strategic Equity Management
Arizona
$3.48M -$295K -1,875 -8%
PAG
72
Private Advisor Group
New Jersey
$3.3M -$19.8K -126 -0.6%
BEAM
73
Baker Ellis Asset Management
Washington
$3.25M -$62.9K -400 -2%
CCP
74
Clarkston Capital Partners
Michigan
$3.18M +$35.4K +225 +1%
PA
75
Parallel Advisors
California
$3.02M -$76.7K -488 -2%