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Vanguard Mega Cap 300 Index ETF

292 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

2.09% less ownership

Funds ownership: 48.46%46.36% (-2.1%)

2% less funds holding

Funds holding: 299292 (-7)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $2.04B → $1.65B (-$388M)

Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
4.92%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
27
Increased
96
Reduced
102
Closed
33
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$2.39M -$1.47M -10,280 -36%
1WM
77
1900 Wealth Management
Texas
$2.35M -$772K -5,395 -23%
HighTower Advisors
78
HighTower Advisors
Illinois
$2.34M -$113K -786 -4%
SC
79
Steph & Co
Wisconsin
$2.29M +$2.39M +16,683 +2,472%
LB
80
Leo Brokerage
Texas
$2.24M -$1.69M -11,788 -41%
MG
81
Mather Group
Illinois
$2.22M +$2.41M +16,828 New
CCM
82
Coldstream Capital Management
Washington
$2.2M -$30.5K -213 -1%
HWA
83
Hilltop Wealth Advisors
North Carolina
$2.12M -$34.5K -241 -1%
PA
84
Parallel Advisors
California
$2.1M -$29.1K -203 -1%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.06M -$2.16M -15,058 -49%
CAC
86
Certified Advisory Corp
Florida
$1.94M -$432K -3,016 -17%
SPC
87
Sigma Planning Corp
Michigan
$1.91M +$1.52M +10,581 +270%
BAMG
88
Brand Asset Management Group
Missouri
$1.86M -$18.6K -130 -0.9%
TA
89
TrueWealth Advisors
Alabama
$1.82M -$95.2K -665 -5%
AAS
90
Avantax Advisory Services
Texas
$1.67M +$204K +1,424 +13%
AWM
91
Accurate Wealth Management
Florida
$1.64M -$305K -2,131 -15%
BPA
92
Beacon Pointe Advisors
California
$1.62M +$573 +4 +0%
LFAS
93
Level Four Advisory Services
Texas
$1.61M -$417K -2,910 -19%
TFS
94
Thoroughbred Financial Services
Tennessee
$1.59M -$52.4K -366 -3%
Franklin Resources
95
Franklin Resources
California
$1.59M
MSFS
96
Main Street Financial Solutions
Pennsylvania
$1.56M +$153K +1,070 +10%
TAM
97
Tocqueville Asset Management
New York
$1.55M
HAS
98
HBW Advisory Services
California
$1.55M +$46K +321 +3%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$1.54M -$250K -1,745 -13%
PG
100
Proffitt & Goodson
Tennessee
$1.52M +$27.2K +190 +2%