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Vanguard Mega Cap 300 Index ETF

283 hedge funds and large institutions have $1.5B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 46.36%46.08% (-0.29%)

3% less funds holding

Funds holding: 292283 (-9)

9% less capital invested

Capital invested by funds: $1.65B → $1.5B (-$148M)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
17
Increased
75
Reduced
90
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$4.78M +$1.62M +11,676 +44%
KP
52
Keel Point
Alabama
$4.53M +$92.7K +668 +2%
TWM
53
TriaGen Wealth Management
California
$4.5M +$1.2M +8,633 +32%
MGIA
54
Moneta Group Investment Advisors
Missouri
$4.47M +$4.77M +34,370 +2,357%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$4.43M +$2.76M +19,881 +127%
Stifel Financial
56
Stifel Financial
Missouri
$4.2M -$751K -5,413 -14%
CA
57
Cetera Advisors
Colorado
$3.92M +$17.9K +129 +0.4%
SFO
58
Stokes Family Office
Louisiana
$3.82M
PWA
59
Physician Wealth Advisors
Utah
$3.78M +$132K +949 +3%
TWM
60
Tradition Wealth Management
Minnesota
$3.72M +$11.2K +81 +0.3%
AWM
61
AE Wealth Management
Kansas
$3.5M -$248K -1,784 -6%
AWS
62
Atria Wealth Solutions
New York
$3.48M +$83.4K +601 +2%
DAS
63
Dynamic Advisor Solutions
Arizona
$3.3M +$159K +1,148 +5%
MML Investors Services
64
MML Investors Services
Massachusetts
$2.99M -$3.03M -21,854 -48%
TFS
65
TrustCore Financial Services
Tennessee
$2.94M -$23.6K -170 -0.7%
ONB
66
Old National Bancorp
Indiana
$2.85M -$28.7K -207 -0.9%
Citadel Advisors
67
Citadel Advisors
Florida
$2.82M +$3.14M +22,601 New
MFGM
68
Marshall Financial Group (Maryland)
Maryland
$2.8M -$11.8K -85 -0.4%
BRWA
69
B. Riley Wealth Advisors
Florida
$2.76M +$433K +3,121 +16%
CCP
70
Clarkston Capital Partners
Michigan
$2.62M
KAS
71
Kestra Advisory Services
Texas
$2.61M -$377K -2,716 -11%
DK
72
David Kennon
Florida
$2.59M +$2.88M +20,759 New
EWM
73
Empirical Wealth Management
Washington
$2.55M +$320K +2,304 +13%
JWM
74
Jackson Wealth Management
Florida
$2.53M +$1.27M +9,136 +82%
CA
75
Calton & Associates
Florida
$2.5M +$172K +1,240 +7%