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Vanguard Mega Cap 300 Index ETF

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 12

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$237M)

14% more funds holding

Funds holding: 216246 (+30)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

1.68% more ownership

Funds ownership: 47.35%49.04% (+1.7%)

Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$2.14M +$885K +7,001 +78%
Citadel Advisors
77
Citadel Advisors
Florida
$2.09M +$1.14M +8,987 +135%
HAS
78
HBW Advisory Services
California
$2.05M +$64.5K +510 +3%
CA
79
Calton & Associates
Florida
$2.03M +$158K +1,248 +9%
PWA
80
Physician Wealth Advisors
Utah
$1.94M +$334K +2,637 +23%
BAMG
81
Brand Asset Management Group
Missouri
$1.91M
BRWA
82
B. Riley Wealth Advisors
Florida
$1.91M +$68.4K +541 +4%
TWM
83
Tradition Wealth Management
Minnesota
$1.88M +$1.78M +14,100 New
MSFS
84
Main Street Financial Solutions
Pennsylvania
$1.83M +$1.73M +13,717 New
Franklin Resources
85
Franklin Resources
California
$1.7M +$375K +2,968 +30%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$1.66M +$1.57M +12,453 New
TAM
87
Tocqueville Asset Management
New York
$1.57M +$177K +1,400 +13%
SPC
88
Sigma Planning Corp
Michigan
$1.57M -$102K -806 -6%
MGIA
89
Matthew Goff Investment Advisor
Texas
$1.52M -$12.8K -101 -0.9%
LFF
90
Level Four Financial
Texas
$1.46M +$1.39M +10,951 New
WCAMG
91
Woodard & Company Asset Management Group
North Carolina
$1.45M -$163K -1,291 -11%
TFS
92
Thoroughbred Financial Services
Tennessee
$1.4M +$281K +2,223 +27%
MFA
93
McClarren Financial Advisors
Pennsylvania
$1.4M +$1.32M +10,476 New
JP Morgan Chase
94
JP Morgan Chase
New York
$1.4M -$228K -1,800 -15%
DACG
95
Donor Advised Charitable Giving
California
$1.39M +$5.94K +47 +0.5%
SWM
96
Southern Wealth Management
Texas
$1.39M +$5.94K +47 +0.5%
PMG
97
ProVise Management Group
Florida
$1.27M +$822K +6,503 +215%
BJ
98
Brouwer & Janachowski
California
$1.24M -$20.1K -159 -2%
LPT
99
Legacy Private Trust
Wisconsin
$1.22M
JMPWA
100
JP Morgan Private Wealth Advisors
California
$1.22M +$1.52K +12 +0.1%