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Vanguard Mega Cap 300 Index ETF

147 hedge funds and large institutions have $744M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

27% more capital invested

Capital invested by funds: $586M → $744M (+$158M)

7% more funds holding

Funds holding: 138147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0.6% more ownership

Funds ownership: 42.03%42.63% (+0.6%)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
18
Increased
43
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$571K
CPA
77
Capital Planning Advisors
California
$507K
AAS
78
Avantax Advisory Services
Texas
$495K -$133K -1,409 -22%
CAN
79
Cetera Advisor Networks
California
$487K
SS
80
Simplicity Solutions
Minnesota
$472K -$36.2K -385 -7%
AWM
81
AE Wealth Management
Kansas
$472K -$17.9K -190 -4%
SWP
82
Stratos Wealth Partners
Ohio
$417K +$9.41K +100 +2%
UBS AM
83
UBS AM
Illinois
$397K +$282K +3,000 +282%
CW
84
CreativeOne Wealth
Kansas
$391K +$377K +4,010 New
FAAS
85
First Allied Advisory Services
California
$377K +$29.5K +314 +9%
PFA
86
Pathway Financial Advisors
Vermont
$333K
Bessemer Group
87
Bessemer Group
New Jersey
$315K
MFW
88
Mosaic Family Wealth
Missouri
$310K
TFS
89
TrustCore Financial Services
Tennessee
$300K +$289K +3,073 New
W
90
WealthOne
New York
$293K
APA
91
American Portfolios Advisors
New York
$288K -$4.7K -50 -2%
BWM
92
Baystate Wealth Management
Massachusetts
$288K +$1.32K +14 +0.5%
DAS
93
Dynamic Advisor Solutions
Arizona
$282K -$15.6K -166 -5%
TW
94
TrinityPoint Wealth
Connecticut
$279K +$22.2K +236 +9%
NAMP
95
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K
TFS
96
Thoroughbred Financial Services
Tennessee
$266K -$79.9K -849 -24%
SSWM
97
Sheets Smith Wealth Management
North Carolina
$264K +$254K +2,700 New
CFB
98
Cullen/Frost Bankers
Texas
$259K
IWM
99
IHT Wealth Management
Illinois
$246K +$1.13K +12 +0.5%
BRWM
100
B. Riley Wealth Management
Tennessee
$245K +$235K +2,503 New