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Vanguard Mega Cap 300 Index ETF

283 hedge funds and large institutions have $1.5B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 46.36%46.08% (-0.29%)

3% less funds holding

Funds holding: 292283 (-9)

9% less capital invested

Capital invested by funds: $1.65B → $1.5B (-$148M)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
17
Increased
75
Reduced
90
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SEM
76
Strategic Equity Management
Arizona
$2.43M -$12.9K -93 -0.5%
BEAM
77
Baker Ellis Asset Management
Washington
$2.4M -$16K -115 -0.6%
Goldman Sachs
78
Goldman Sachs
New York
$2.37M -$440K -3,168 -14%
1WM
79
1900 Wealth Management
Texas
$2.16M -$74.1K -534 -3%
HighTower Advisors
80
HighTower Advisors
Illinois
$2.16M -$62.9K -453 -3%
HWA
81
Hilltop Wealth Advisors
North Carolina
$2M -$12.2K -88 -0.5%
PA
82
Parallel Advisors
California
$1.92M -$77.3K -557 -4%
SFG
83
SNS Financial Group
Minnesota
$1.85M +$1.05M +7,538 +105%
CAC
84
Certified Advisory Corp
Florida
$1.83M -$3.05K -22 -0.1%
BAMG
85
Brand Asset Management Group
Missouri
$1.76M
AWM
86
Accurate Wealth Management
Florida
$1.66M -$184K -1,323 -11%
CCFM
87
Clear Creek Financial Management
Washington
$1.66M +$800K +5,764 +77%
KPWS
88
Kestra Private Wealth Services
Texas
$1.66M +$760K +5,475 +70%
SPC
89
Sigma Planning Corp
Michigan
$1.64M -$185K -1,332 -9%
MG
90
Mather Group
Illinois
$1.64M -$513K -3,693 -22%
AAS
91
Avantax Advisory Services
Texas
$1.6M +$21.2K +153 +1%
TA
92
TrueWealth Advisors
Alabama
$1.6M -$137K -984 -7%
LFAS
93
Level Four Advisory Services
Texas
$1.54M +$16.9K +122 +1%
BPA
94
Beacon Pointe Advisors
California
$1.52M -$11.9K -86 -0.7%
TAM
95
Tocqueville Asset Management
New York
$1.51M +$45.1K +325 +3%
Franklin Resources
96
Franklin Resources
California
$1.5M
TFS
97
Thoroughbred Financial Services
Tennessee
$1.5M
HAS
98
HBW Advisory Services
California
$1.49M +$16.9K +122 +1%
MSFS
99
Main Street Financial Solutions
Pennsylvania
$1.47M -$11.8K -85 -0.7%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$1.45M -$278 -2 -0%