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Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $1.12B invested in Vanguard Mega Cap 300 Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $876M → $1.12B (+$243M)

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

17% more funds holding

Funds holding: 155182 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4.45% more ownership

Funds ownership: 44.24%48.7% (+4.5%)

Holders
182
Holders Change
+27
Holders Change %
+17.42%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
38
Increased
55
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$447K +$81.3K +762 +24%
Brown Advisory
102
Brown Advisory
Maryland
$437K
SCM
103
SOL Capital Management
Maryland
$418K +$13.3K +125 +3%
NP
104
NorthRock Partners
Minnesota
$413K +$37.1K +348 New
PFA
105
Pathway Financial Advisors
Vermont
$392K
PAS
106
Park Avenue Securities
New York
$373K +$356K +3,335 New
APA
107
American Portfolios Advisors
New York
$366K -$15.7K -147 -4%
MFW
108
Mosaic Family Wealth
Missouri
$354K
SIC
109
Salem Investment Counselors
North Carolina
$353K -$17.6K -165 -5%
TFS
110
TrustCore Financial Services
Tennessee
$343K
W
111
WealthOne
New York
$335K
BRWM
112
B. Riley Wealth Management
Tennessee
$328K -$2.13K -20 -0.7%
NAMP
113
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$299K
BWM
114
Baystate Wealth Management
Massachusetts
$296K -$23.5K -220 -8%
BWA
115
Beam Wealth Advisors
Louisiana
$292K +$279K +2,615 New
ACI
116
Alpha Cubed Investments
California
$289K +$35.4K +332 +15%
VF
117
Virtu Financial
New York
$285K -$1.69M -15,847 -86%
IWM
118
IHT Wealth Management
Illinois
$284K +$2.56K +24 +1%
BAC
119
Boys Arnold & Co
North Carolina
$283K
TFS
120
Thoroughbred Financial Services
Tennessee
$280K +$320 +3 +0.1%
MWA
121
Meridian Wealth Advisors
Texas
$278K
SMC
122
Smith, Moore & Co
Missouri
$275K
MS
123
Madden Securities
Texas
$271K +$259K +2,425 New
Bessemer Group
124
Bessemer Group
New Jersey
$268K
SBIA
125
Sheaff Brock Investment Advisors
Indiana
$264K