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Vanguard Mega Cap 300 Index ETF

258 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 69

11% more capital invested

Capital invested by funds: $1.62B → $1.8B (+$179M)

5% more funds holding

Funds holding: 246258 (+12)

1.05% more ownership

Funds ownership: 49.04%50.09% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
29
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
Net Calls
+$841K
Net Calls Change
+$626K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$2.63M +$121K +881 +5%
FTUS
77
Flow Traders U.S.
New York
$2.61M +$2.55M +18,589 New
FA
78
Fortis Advisors
Pennsylvania
$2.46M +$1.02M +7,420 +25%
HighTower Advisors
79
HighTower Advisors
Illinois
$2.46M +$2.4M +17,540 New
CI
80
CX Institutional
Indiana
$2.26M -$3.39M -24,706 -61%
LFF
81
Level Four Financial
Texas
$2.21M +$664K +4,843 +44%
Jane Street
82
Jane Street
New York
$2.18M +$1.25M +9,128 +142%
BRWA
83
B. Riley Wealth Advisors
Florida
$2.17M +$166K +1,211 +8%
CA
84
Calton & Associates
Florida
$2.16M +$23.7K +173 +1%
HAS
85
HBW Advisory Services
California
$2.14M -$14.7K -107 -0.7%
PWA
86
Physician Wealth Advisors
Utah
$2.11M +$99K +722 +5%
BAMG
87
Brand Asset Management Group
Missouri
$2M
SPC
88
Sigma Planning Corp
Michigan
$1.94M +$284K +2,069 +18%
HI
89
Harbour Investments
Wisconsin
$1.86M +$1.81M +13,240 New
MSFS
90
Main Street Financial Solutions
Pennsylvania
$1.83M -$94.2K -687 -5%
MFGM
91
Marshall Financial Group (Maryland)
Maryland
$1.82M +$68.5K +500 +4%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$1.76M +$1.72M +12,537 New
Franklin Resources
93
Franklin Resources
California
$1.69M -$96.6K -705 -6%
TAM
94
Tocqueville Asset Management
New York
$1.66M
MGIA
95
Matthew Goff Investment Advisor
Texas
$1.58M -$11.2K -82 -0.7%
TFS
96
Thoroughbred Financial Services
Tennessee
$1.48M +$3.7K +27 +0.3%
MFA
97
McClarren Financial Advisors
Pennsylvania
$1.47M +$4.52K +33 +0.3%
DACG
98
Donor Advised Charitable Giving
California
$1.46M
SWM
99
Southern Wealth Management
Texas
$1.46M
JP Morgan Chase
100
JP Morgan Chase
New York
$1.44M -$30.3K -221 -2%