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Vanguard Mega Cap 300 Index ETF

323 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $422K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$140M)

6% more funds holding

Funds holding: 306323 (+17)

1.02% more ownership

Funds ownership: 47.36%48.38% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 96

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
323
Holders Change
+17
Holders Change %
+5.56%
% of All Funds
5.07%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
40
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Park Avenue Securities
New York
$3.26M -$192K -1,300 -6%
JP Morgan Chase
77
JP Morgan Chase
New York
$3.26M -$153K -1,035 -5%
PCIA
78
Prime Capital Investment Advisors
Kansas
$3.21M +$3.03M +20,487 New
AWS
79
Atria Wealth Solutions
New York
$3.19M -$391K -2,645 -11%
DK
80
David Kennon
Florida
$3.14M +$102K +693 +4%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$3.12M +$827K +5,595 +39%
AFS
82
Annapolis Financial Services
Maryland
$3.05M +$2.08M +14,046 +258%
CCFM
83
Clear Creek Financial Management
Washington
$2.99M +$144K +972 +5%
AI
84
Atria Investments
North Carolina
$2.76M -$2.81M -19,046 -52%
JWM
85
Jackson Wealth Management
Florida
$2.72M +$2.57M +17,407 New
CCM
86
Coldstream Capital Management
Washington
$2.7M +$7.09K +48 +0.3%
SEM
87
Strategic Equity Management
Arizona
$2.66M -$32.4K -219 -1%
MFA
88
McClarren Financial Advisors
Pennsylvania
$2.65M +$9.16K +62 +0.4%
KPWS
89
Kestra Private Wealth Services
Texas
$2.58M +$18.9K +128 +0.8%
1WM
90
1900 Wealth Management
Texas
$2.52M -$65.6K -444 -3%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$2.52M +$77.1K +522 +3%
PA
92
Parallel Advisors
California
$2.35M +$25.6K +173 +1%
HWA
93
Hilltop Wealth Advisors
North Carolina
$2.35M -$32.7K -221 -1%
HAS
94
HBW Advisory Services
California
$2.27M +$393K +2,659 +22%
LB
95
Leo Brokerage
Texas
$2.26M -$27.6K -187 -1%
BAMG
96
Brand Asset Management Group
Missouri
$2.2M
Lazard Asset Management
97
Lazard Asset Management
New York
$2.19M +$2.07M +14,005 New
IAA
98
Independent Advisor Alliance
North Carolina
$2.18M
HAG
99
HF Advisory Group
Maryland
$2.18M +$8.57K +58 +0.4%
AAS
100
Avantax Advisory Services
Texas
$2.11M -$589K -3,983 -23%