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Vanguard Mega Cap 300 Index ETF

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

81% more call options, than puts

Call options by funds: $559K | Put options by funds: $309K

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.27B → $1.38B (+$113M)

7% more funds holding

Funds holding: 201216 (+15)

1.64% less ownership

Funds ownership: 49%47.35% (-1.6%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.55M +$1.52M +12,915 New
SPC
77
Sigma Planning Corp
Michigan
$1.51M +$1.49M +12,598 New
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$1.46M -$125K -1,057 -8%
JP Morgan Chase
79
JP Morgan Chase
New York
$1.46M +$49.4K +419 +4%
ML
80
McAdam LLC
Pennsylvania
$1.4M -$28.7K -243 -2%
MGIA
81
Matthew Goff Investment Advisor
Texas
$1.38M -$179K -1,515 -12%
PWA
82
Physician Wealth Advisors
Utah
$1.33M +$217K +1,839 +19%
TAM
83
Tocqueville Asset Management
New York
$1.25M -$177K -1,500 -13%
DACG
84
Donor Advised Charitable Giving
California
$1.24M +$9.2K +78 +0.8%
SWM
85
Southern Wealth Management
Texas
$1.24M +$9.2K +78 +0.8%
Franklin Resources
86
Franklin Resources
California
$1.18M +$1.16M +9,796 New
EWM
87
Empirical Wealth Management
Washington
$1.16M +$772K +6,544 +210%
BJ
88
Brouwer & Janachowski
California
$1.13M -$120K -1,016 -10%
MA
89
Mutual Advisors
Nebraska
$1.1M +$348K +2,953 +48%
LPT
90
Legacy Private Trust
Wisconsin
$1.09M +$83.4K +707 +8%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$1.09M -$363K -3,078 -25%
DAS
92
Dynamic Advisor Solutions
Arizona
$1.08M +$51.7K +438 +5%
NFG
93
Next Financial Group
Texas
$1.07M +$52K +441 +5%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1.05M +$202K +1,711 +24%
PJB
95
Paul John Balson
California
$1.03M +$7.08K +60 +0.7%
PG
96
Proffitt & Goodson
Tennessee
$1.01M
TFS
97
Thoroughbred Financial Services
Tennessee
$995K +$55.1K +467 +6%
SI
98
Stephens Inc
Arkansas
$987K -$766K -6,494 -44%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$940K +$215K +1,819 +30%
KAS
100
Kestra Advisory Services
Texas
$927K +$13.6K +115 New