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Vanguard Mega Cap 300 Index ETF

323 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $422K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$140M)

6% more funds holding

Funds holding: 306323 (+17)

1.02% more ownership

Funds ownership: 47.36%48.38% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 96

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
323
Holders Change
+17
Holders Change %
+5.56%
% of All Funds
5.07%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
40
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$2.04M +$145K +983 +8%
SB
102
Strategic Blueprint
Georgia
$2.04M +$1.93M +13,039 New
VA
103
Valmark Advisers
Ohio
$1.99M +$191K +1,295 +11%
RCS
104
Retirement Capital Strategies
California
$1.99M +$1.88M +12,728 New
BPA
105
Beacon Pointe Advisors
California
$1.95M -$267K -1,810 -13%
TAM
106
Tocqueville Asset Management
New York
$1.9M
SFG
107
SNS Financial Group
Minnesota
$1.81M +$134K +908 +9%
MGIA
108
Matthew Goff Investment Advisor
Texas
$1.77M
AWM
109
Aspire Wealth Management
Massachusetts
$1.75M +$28.2K +191 +2%
Lido Advisors
110
Lido Advisors
California
$1.74M -$72.7K -492 -4%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$1.74M +$739 +5 +0%
FA
112
FDx Advisors
Illinois
$1.7M -$18.2M -123,067 -92%
Stifel Financial
113
Stifel Financial
Missouri
$1.65M -$319K -2,161 -17%
TFS
114
Thoroughbred Financial Services
Tennessee
$1.62M +$443 +3 +0%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.61M +$104K +707 +7%
LFAS
116
Level Four Advisory Services
Texas
$1.6M +$159K +1,079 +12%
CAC
117
Certified Advisory Corp
Florida
$1.57M -$182K -1,233 -11%
Cerity Partners
118
Cerity Partners
New York
$1.54M -$78K -528 -5%
SC
119
Savant Capital
Illinois
$1.53M
NFG
120
Nations Financial Group
Iowa
$1.48M +$3.25K +22 +0.2%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$1.47M -$489K -3,306 -26%
CL
122
Cabana LLC
Arkansas
$1.42M +$1.34M +9,058 New
UWM
123
USAdvisors Wealth Management
Minnesota
$1.39M +$46.3K +313 +4%
HWA
124
Heartwood Wealth Advisors
Virginia
$1.38M
AA
125
Ancora Advisors
Ohio
$1.38M +$443 +3 +0%