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Vanguard Mega Cap 300 Index ETF

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 12

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$237M)

14% more funds holding

Funds holding: 216246 (+30)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

1.68% more ownership

Funds ownership: 47.35%49.04% (+1.7%)

Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$1.18M +$16.8K +133 +2%
NFG
102
Next Financial Group
Texas
$1.17M -$21.5K -170 -2%
PJB
103
Paul John Balson
California
$1.15M
UBS AM
104
UBS AM
Illinois
$1.08M +$1.02M +8,070 New
MA
105
Mutual Advisors
Nebraska
$1.08M -$139K -1,098 -12%
PG
106
Proffitt & Goodson
Tennessee
$1.07M -$44.3K -350 -4%
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.02M +$4.43K +35 +0.5%
US Bancorp
108
US Bancorp
Minnesota
$1.02M
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$27.7K -219 -3%
SC
110
Savant Capital
Illinois
$983K
CCFM
111
Clear Creek Financial Management
Washington
$977K +$926K +7,325 New
ML
112
McAdam LLC
Pennsylvania
$970K -$571K -4,513 -39%
SS
113
Simplicity Solutions
Minnesota
$968K +$279K +2,207 +44%
WFA
114
West Financial Advisors
Iowa
$943K +$893K +7,063 New
GWM
115
Geneos Wealth Management
Colorado
$920K +$702K +5,551 +175%
AAS
116
Avantax Advisory Services
Texas
$896K -$1.02M -8,036 -54%
Jane Street
117
Jane Street
New York
$856K +$811K +6,412 New
IFG
118
Investors Financial Group
Minnesota
$853K
GC
119
Gibson Capital
Pennsylvania
$799K
W
120
WealthOne
New York
$789K +$126 +1 +0%
RWP
121
RWA Wealth Partners
Massachusetts
$736K -$23.9K -189 -3%
FI
122
FormulaFolio Investments
Michigan
$718K +$681K +5,383 New
SNB
123
Security National Bank
Nebraska
$700K
SPIA
124
Steward Partners Investment Advisory
New York
$669K +$65.1K +515 +11%
CPA
125
Capital Planning Advisors
California
$645K