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Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $911M invested in Vanguard Mega Cap 300 Index ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $222K

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

0% more funds holding

Funds holding: 182182 (0)

2.36% less ownership

Funds ownership: 48.7%46.33% (-2.4%)

19% less capital invested

Capital invested by funds: $1.12B → $911M (-$208M)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
29
Increased
60
Reduced
51
Closed
24
Calls
$1.42M
Puts
$222K
Net Calls
+$1.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
101
Capital Planning Advisors
California
$472K
SWM
102
Sugarloaf Wealth Management
Georgia
$410K +$2.35K +22 +0.5%
TFS
103
Thoroughbred Financial Services
Tennessee
$409K +$213K +2,000 +80%
SWP
104
Stratos Wealth Partners
Ohio
$373K -$10.7K -100 -2%
ASN
105
Advisory Services Network
Georgia
$352K +$412K +3,867 New
SCM
106
SOL Capital Management
Maryland
$341K
SWA
107
Stratos Wealth Advisors
Ohio
$328K -$42.1K -395 -10%
AWM
108
AE Wealth Management
Kansas
$314K -$110K -1,027 -23%
Brown Advisory
109
Brown Advisory
Maryland
$310K -$53.3K -500 -13%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$309K -$286K -2,678 -44%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$309K +$363K +3,400 New
CCFM
112
Clear Creek Financial Management
Washington
$303K +$312K +2,926 New
PFA
113
Pathway Financial Advisors
Vermont
$299K
RCAG
114
Rehmann Capital Advisory Group
Michigan
$295K +$346K +3,242 New
ML
115
McAdam LLC
Pennsylvania
$293K +$344K +3,222 New
MFW
116
Mosaic Family Wealth
Missouri
$289K
SIC
117
Salem Investment Counselors
North Carolina
$287K
BRWM
118
B. Riley Wealth Management
Tennessee
$280K +$14.4K +135 +5%
US Bancorp
119
US Bancorp
Minnesota
$280K +$209K +1,960 +174%
ACI
120
Alpha Cubed Investments
California
$267K +$37.5K +352 +14%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$251K +$295K +2,763 New
NAMP
122
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K
BWM
123
Baystate Wealth Management
Massachusetts
$242K +$1.49K +14 +0.5%
BWA
124
Beam Wealth Advisors
Louisiana
$238K
IWM
125
IHT Wealth Management
Illinois
$232K +$1.39K +13 +0.5%