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Vanguard Mega Cap 300 Index ETF

306 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 283306 (+23)

8% more capital invested

Capital invested by funds: $1.5B → $1.62B (+$119M)

1.78% more ownership

Funds ownership: 46.08%47.86% (+1.8%)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

Holders
306
Holders Change
+23
Holders Change %
+8.13%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
Net Calls
+$437K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
101
Proffitt & Goodson
Tennessee
$1.54M +$20K +150 +1%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$1.5M -$58.4K -437 -4%
SFG
103
SNS Financial Group
Minnesota
$1.5M -$457K -3,423 -23%
MGIA
104
Matthew Goff Investment Advisor
Texas
$1.5M
TRCT
105
Tower Research Capital (TRC)
New York
$1.47M +$1.47M +11,021 +18,680%
AWM
106
Aspire Wealth Management
Massachusetts
$1.45M +$2.81K +21 +0.2%
SPC
107
Sigma Planning Corp
Michigan
$1.42M -$323K -2,419 -18%
TA
108
TrueWealth Advisors
Alabama
$1.41M -$288K -2,153 -17%
Cerity Partners
109
Cerity Partners
New York
$1.37M +$1.39M +10,379 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$1.36M +$367K +2,749 +36%
TFS
111
Thoroughbred Financial Services
Tennessee
$1.34M -$261K -1,955 -16%
PJSIMP
112
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M +$46K +344 +4%
SC
113
Savant Capital
Illinois
$1.29M +$322K +2,410 +33%
NFG
114
Nations Financial Group
Iowa
$1.26M -$16.8K -126 -1%
LFAS
115
Level Four Advisory Services
Texas
$1.25M -$382K -2,863 -23%
HWA
116
Heartwood Wealth Advisors
Virginia
$1.17M
AA
117
Ancora Advisors
Ohio
$1.17M -$12.2K -91 -1%
ML
118
McAdam LLC
Pennsylvania
$1.16M +$134K +1,006 +17%
PFO
119
Pathstone Family Office
New Jersey
$1.11M
LPT
120
Legacy Private Trust
Wisconsin
$1.08M -$120K -896 -10%
Goldman Sachs
121
Goldman Sachs
New York
$1.07M -$1.46M -10,951 -58%
UWM
122
USAdvisors Wealth Management
Minnesota
$1.05M +$154K +1,154 +17%
JJBC
123
James J. Burns & Company
New York
$1.04M -$345K -2,586 -25%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$39.1K +293 +4%
FFL
125
Financial Freedom LLC
Ohio
$999K +$1.01M +7,548 New