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Vanguard Mega Cap 300 Index ETF

280 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more funds holding

Funds holding: 268280 (+12)

3% more capital invested

Capital invested by funds: $1.87B → $1.92B (+$57.4M)

0.36% less ownership

Funds ownership: 47.48%47.12% (-0.36%)

41% less call options, than puts

Call options by funds: $385K | Put options by funds: $655K

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
72
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$2.88M +$55.8K +355 +2%
CAC
77
Certified Advisory Corp
Florida
$2.8M +$24.4K +155 +0.9%
BRWA
78
B. Riley Wealth Advisors
Florida
$2.77M +$148K +941 +5%
PWA
79
Physician Wealth Advisors
Utah
$2.67M +$206K +1,312 +8%
CA
80
Calton & Associates
Florida
$2.65M +$67.1K +427 +3%
LFF
81
Level Four Financial
Texas
$2.37M -$74K -471 -3%
UWM
82
USAdvisors Wealth Management
Minnesota
$2.27M +$1.37M +8,694 +140%
HI
83
Harbour Investments
Wisconsin
$2.19M +$182K +1,159 +9%
MFGM
84
Marshall Financial Group (Maryland)
Maryland
$2.18M +$94.4K +601 +4%
BAMG
85
Brand Asset Management Group
Missouri
$2.18M
HAS
86
HBW Advisory Services
California
$2.03M -$226K -1,439 -10%
TFS
87
Thoroughbred Financial Services
Tennessee
$1.85M +$242K +1,538 +15%
Franklin Resources
88
Franklin Resources
California
$1.84M
MSFS
89
Main Street Financial Solutions
Pennsylvania
$1.8M -$110K -700 -6%
TAM
90
Tocqueville Asset Management
New York
$1.8M
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.75M +$400K +2,546 +29%
NFG
92
Next Financial Group
Texas
$1.75M -$456K -2,901 -20%
MGIA
93
Matthew Goff Investment Advisor
Texas
$1.72M
MFA
94
McClarren Financial Advisors
Pennsylvania
$1.61M +$157 +1 +0%
DACG
95
Donor Advised Charitable Giving
California
$1.59M
SWM
96
Southern Wealth Management
Texas
$1.59M
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$1.58M +$1.63M +10,400 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$1.58M +$112K +711 +7%
Jane Street
99
Jane Street
New York
$1.57M +$1.62M +10,281 New
JP Morgan Chase
100
JP Morgan Chase
New York
$1.56M -$1.1K -7 -0.1%