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Vanguard Mega Cap 300 Index ETF

280 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more funds holding

Funds holding: 268280 (+12)

3% more capital invested

Capital invested by funds: $1.87B → $1.92B (+$57.4M)

0.36% less ownership

Funds ownership: 47.48%47.12% (-0.36%)

41% less call options, than puts

Call options by funds: $385K | Put options by funds: $655K

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
72
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$1.48M -$829K -5,273 -35%
NFG
102
Nations Financial Group
Iowa
$1.46M -$19.8K -126 -1%
PG
103
Proffitt & Goodson
Tennessee
$1.41M
SSB
104
Sandy Spring Bank
Maryland
$1.41M -$269K -1,710 -16%
TRCT
105
Tower Research Capital (TRC)
New York
$1.41M +$1.12M +7,099 +334%
LPT
106
Legacy Private Trust
Wisconsin
$1.38M
HWA
107
Heartwood Wealth Advisors
Virginia
$1.35M
IFG
108
Investors Financial Group
Minnesota
$1.24M
BJ
109
Brouwer & Janachowski
California
$1.24M -$13.2K -84 -1%
AAS
110
Avantax Advisory Services
Texas
$1.17M +$168K +1,069 +16%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$1.41K +9 +0.1%
CCFM
112
Clear Creek Financial Management
Washington
$1.12M
WCAMG
113
Woodard & Company Asset Management Group
North Carolina
$1.11M -$42.3K -269 -4%
MA
114
Mutual Advisors
Nebraska
$1.09M -$169K -1,075 -13%
ML
115
McAdam LLC
Pennsylvania
$1.08M -$5.34K -34 -0.5%
WFA
116
West Financial Advisors
Iowa
$1.08M
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$1.07M +$1.1M +7,002 New
SC
118
Savant Capital
Illinois
$1.07M +$21.1K +134 +2%
AWM
119
Accurate Wealth Management
Florida
$1.05M +$163K +1,039 +18%
Renaissance Technologies
120
Renaissance Technologies
New York
$1.05M -$283K -1,800 -21%
APSP
121
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.04M -$41K -261 -4%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$1.03M +$42.3K +269 +4%
KPWS
123
Kestra Private Wealth Services
Texas
$997K +$113K +722 +12%
US Bancorp
124
US Bancorp
Minnesota
$983K -$2.71M -17,253 -73%
W
125
WealthOne
New York
$889K -$10.4K -66 -1%