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Vanguard Mega Cap 300 Index ETF

292 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

2.09% less ownership

Funds ownership: 48.46%46.36% (-2.1%)

2% less funds holding

Funds holding: 299292 (-7)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $2.04B → $1.65B (-$388M)

Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
4.92%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
27
Increased
96
Reduced
102
Closed
33
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
101
Matthew Goff Investment Advisor
Texas
$1.49M
JWM
102
Jackson Wealth Management
Florida
$1.47M -$1.5M -10,495 -48%
AWM
103
Aspire Wealth Management
Massachusetts
$1.44M +$430 +3 +0%
PJSIMP
104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.35M +$442K +3,085 +49%
NFG
105
Nations Financial Group
Iowa
$1.27M -$26.6K -186 -2%
JP Morgan Chase
106
JP Morgan Chase
New York
$1.25M
LPT
107
Legacy Private Trust
Wisconsin
$1.19M
HI
108
Harbour Investments
Wisconsin
$1.17M +$1.27M +8,904 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$18.9K +132 +2%
HWA
110
Heartwood Wealth Advisors
Virginia
$1.17M
AF
111
Advisornet Financial
Minnesota
$1.07M -$57.3K -400 -5%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$1.04M +$77.6K +542 +7%
KPWS
113
Kestra Private Wealth Services
Texas
$1.03M -$24.1K -168 -2%
Cerity Partners
114
Cerity Partners
New York
$999K -$89.3K -624 -8%
CCFM
115
Clear Creek Financial Management
Washington
$993K +$56.8K +397 +6%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$985K -$121K -844 -10%
SFG
117
SNS Financial Group
Minnesota
$948K +$1.03M +7,195 New
WFA
118
West Financial Advisors
Iowa
$931K
SSB
119
Sandy Spring Bank
Maryland
$908K -$200K -1,394 -17%
SC
120
Savant Capital
Illinois
$905K -$19.2K -134 -2%
GIA
121
Gladstone Institutional Advisory
Florida
$898K -$1.09M -7,633 -53%
SWA
122
Strategies Wealth Advisors
Michigan
$866K -$155K -1,082 -14%
UWM
123
USAdvisors Wealth Management
Minnesota
$848K +$27.9K +195 +3%
Jane Street
124
Jane Street
New York
$848K +$922K +6,437 New
WFAG
125
Wescott Financial Advisory Group
Pennsylvania
$846K +$3.44K +24 +0.4%