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Vanguard Mega Cap 300 Index ETF

258 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 69

11% more capital invested

Capital invested by funds: $1.62B → $1.8B (+$179M)

5% more funds holding

Funds holding: 246258 (+12)

1.05% more ownership

Funds ownership: 49.04%50.09% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
258
Holders Change
+12
Holders Change %
+4.88%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
29
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
Net Calls
+$841K
Net Calls Change
+$626K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$1.36M +$639K +4,664 +93%
NFG
102
Next Financial Group
Texas
$1.34M +$113K +825 +9%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$1.33M +$81.8K +597 +7%
MA
104
Mutual Advisors
Nebraska
$1.32M +$188K +1,374 +17%
GWM
105
Geneos Wealth Management
Colorado
$1.31M +$21.2K +155 +2%
PG
106
Proffitt & Goodson
Tennessee
$1.3M +$169K +1,235 +15%
BJ
107
Brouwer & Janachowski
California
$1.3M -$4.93K -36 -0.4%
LPT
108
Legacy Private Trust
Wisconsin
$1.27M -$11K -80 -0.9%
WCAMG
109
Woodard & Company Asset Management Group
North Carolina
$1.22M -$298K -2,171 -20%
AIP
110
Almanack Investment Partners
Pennsylvania
$1.19M +$1.16M +8,495 New
UBS AM
111
UBS AM
Illinois
$1.08M
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$1.78K +13 +0.2%
KAS
113
Kestra Advisory Services
Texas
$1.07M -$2.35M -17,155 -69%
IFG
114
Investors Financial Group
Minnesota
$1.04M +$143K +1,045 +16%
ML
115
McAdam LLC
Pennsylvania
$1.01M +$2.19K +16 +0.2%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$1M -$273K -1,992 -22%
WFA
117
West Financial Advisors
Iowa
$990K
APSP
118
Asset Planning Services (Pennsylvania)
Pennsylvania
$987K -$86.9K -634 -8%
US Bancorp
119
US Bancorp
Minnesota
$985K -$83.3K -608 -8%
Deutsche Bank
120
Deutsche Bank
Germany
$983K +$960K +7,008 New
AAS
121
Avantax Advisory Services
Texas
$972K +$31.2K +228 +3%
SC
122
Savant Capital
Illinois
$963K -$68.5K -500 -7%
GC
123
Gibson Capital
Pennsylvania
$839K
W
124
WealthOne
New York
$822K -$6.17K -45 -0.8%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$804K +$196K +1,427 +33%