We are live on ! Find out more
MGC icon

Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $1.12B invested in Vanguard Mega Cap 300 Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $876M → $1.12B (+$243M)

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

17% more funds holding

Funds holding: 155182 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4.45% more ownership

Funds ownership: 44.24%48.7% (+4.5%)

Holders
182
Holders Change
+27
Holders Change %
+17.42%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
38
Increased
55
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Southern Wealth Management
Texas
$1.14M +$1.09M +10,201 New
SPIA
77
Steward Partners Investment Advisory
New York
$1.12M -$52.1K -488 -5%
AAS
78
Avantax Advisory Services
Texas
$1.09M +$366K +3,432 +54%
FTI
79
Fiduciary Trust International
Massachusetts
$1.01M
IFG
80
Investors Financial Group
Minnesota
$941K +$899K +8,420 New
MGIA
81
Moneta Group Investment Advisors
Missouri
$938K -$320 -3 -0%
APSP
82
Asset Planning Services (Pennsylvania)
Pennsylvania
$905K -$38.6K -362 -4%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$868K +$4.59K +43 +0.6%
PA
84
Procyon Advisors
Connecticut
$830K +$793K +7,428 New
SC
85
Savant Capital
Illinois
$810K -$58.7K -550 -7%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$809K -$214 -2 -0%
FAAS
87
First Allied Advisory Services
California
$769K +$168K +1,574 +30%
Renaissance Technologies
88
Renaissance Technologies
New York
$760K +$726K +6,800 New
MW
89
Marcum Wealth
Ohio
$733K +$700K +6,561 New
RWP
90
RWA Wealth Partners
Massachusetts
$679K +$427 +4 +0.1%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$678K +$20.7K +194 +3%
AF
92
Advisornet Financial
Minnesota
$677K -$265K -2,485 -29%
GC
93
Gibson Capital
Pennsylvania
$669K
CCA
94
Checchi Capital Advisers
California
$627K -$3.84K -36 -0.6%
DAS
95
Dynamic Advisor Solutions
Arizona
$595K +$237K +2,224 +72%
CPA
96
Capital Planning Advisors
California
$579K
TRCT
97
Tower Research Capital (TRC)
New York
$514K -$106K -992 -18%
AWM
98
AE Wealth Management
Kansas
$501K -$297K -2,782 -38%
SWM
99
Sugarloaf Wealth Management
Georgia
$501K +$479K +4,487 New
SWP
100
Stratos Wealth Partners
Ohio
$469K