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Vanguard Mega Cap 300 Index ETF

283 hedge funds and large institutions have $1.5B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 46.36%46.08% (-0.29%)

3% less funds holding

Funds holding: 292283 (-9)

9% less capital invested

Capital invested by funds: $1.65B → $1.5B (-$148M)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
4.88%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
17
Increased
75
Reduced
90
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.45M +$531K +3,828 +49%
PG
102
Proffitt & Goodson
Tennessee
$1.44M
MGIA
103
Matthew Goff Investment Advisor
Texas
$1.41M
5L
104
55I LLC
Massachusetts
$1.41M +$1.56M +11,271 New
AWM
105
Aspire Wealth Management
Massachusetts
$1.37M
JJBC
106
James J. Burns & Company
New York
$1.3M +$1.45M +10,455 New
PJSIMP
107
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.24M +$9.86K +71 +0.8%
MFA
108
McClarren Financial Advisors
Pennsylvania
$1.23M +$521K +3,751 +62%
NFG
109
Nations Financial Group
Iowa
$1.21M +$555 +4 +0%
HI
110
Harbour Investments
Wisconsin
$1.17M
LPT
111
Legacy Private Trust
Wisconsin
$1.13M
AA
112
Ancora Advisors
Ohio
$1.11M -$54.4M -392,078 -98%
HWA
113
Heartwood Wealth Advisors
Virginia
$1.1M
PFO
114
Pathstone Family Office
New Jersey
$1.05M +$583K +4,200 +100%
AF
115
Advisornet Financial
Minnesota
$1.01M
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$943K +$10.4K +75 +1%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$933K -$199K -1,433 -16%
SC
118
Savant Capital
Illinois
$918K +$68K +490 +7%
JP Morgan Chase
119
JP Morgan Chase
New York
$907K -$305K -2,197 -23%
HF
120
HRT Financial
New York
$895K +$996K +7,173 New
UWM
121
USAdvisors Wealth Management
Minnesota
$849K +$52.2K +376 +6%
SSB
122
Sandy Spring Bank
Maryland
$840K -$22.1K -159 -2%
WFAG
123
Wescott Financial Advisory Group
Pennsylvania
$801K
GIA
124
Gladstone Institutional Advisory
Florida
$797K -$59K -425 -6%
WCAMG
125
Woodard & Company Asset Management Group
North Carolina
$788K