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Vanguard Mega Cap 300 Index ETF

292 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

2.09% less ownership

Funds ownership: 48.46%46.36% (-2.1%)

2% less funds holding

Funds holding: 299292 (-7)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $2.04B → $1.65B (-$388M)

Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
4.92%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
27
Increased
96
Reduced
102
Closed
33
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$5.15M -$181K -1,261 -3%
GWM
52
Gray Wealth Management
Maine
$5.14M -$56.8K -397 -1%
PAG
53
Private Advisor Group
New Jersey
$4.97M +$1.14M +7,981 +27%
MGIA
54
Moneta Group Investment Advisors
Missouri
$4.95M -$4.51M -31,477 -96%
CA
55
Cetera Advisors
Colorado
$4.13M +$686K +4,790 +18%
SFO
56
Stokes Family Office
Louisiana
$4.03M
PWA
57
Physician Wealth Advisors
Utah
$3.99M +$46.8K +327 +1%
AWM
58
AE Wealth Management
Kansas
$3.93M -$8.96M -62,593 -68%
TWM
59
Tradition Wealth Management
Minnesota
$3.92M +$92.9K +649 +2%
TWM
60
TriaGen Wealth Management
California
$3.61M +$49.4K +345 +1%
AWS
61
Atria Wealth Solutions
New York
$3.59M +$347K +2,421 +10%
GM
62
GeoWealth Management
Illinois
$3.51M +$1.87M +13,093 +97%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$3.35M -$1.29M -9,030 -26%
DAS
64
Dynamic Advisor Solutions
Arizona
$3.33M +$129K +904 +4%
CI
65
CX Institutional
Indiana
$3.26M -$121K -844 -3%
TFS
66
TrustCore Financial Services
Tennessee
$3.13M -$28.4K -198 -0.8%
KAS
67
Kestra Advisory Services
Texas
$3.12M +$84.2K +588 +3%
ONB
68
Old National Bancorp
Indiana
$3.04M -$31.8K -222 -1%
MFGM
69
Marshall Financial Group (Maryland)
Maryland
$2.97M +$1.12M +7,831 +53%
Goldman Sachs
70
Goldman Sachs
New York
$2.92M -$29.4K -205 -0.9%
CCP
71
Clarkston Capital Partners
Michigan
$2.76M
SEM
72
Strategic Equity Management
Arizona
$2.57M -$103K -717 -4%
BEAM
73
Baker Ellis Asset Management
Washington
$2.56M -$172K -1,200 -6%
BRWA
74
B. Riley Wealth Advisors
Florida
$2.51M -$12.9K -90 -0.5%
CA
75
Calton & Associates
Florida
$2.48M +$87.8K +613 +3%