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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
SPIA
126
Steward Partners Investment Advisory
New York
$787K +$163K +1,175 +23%
SIC
127
Salem Investment Counselors
North Carolina
$740K +$83.3K +600 +11%
ML
128
McAdam LLC
Pennsylvania
$735K -$1.94K -14 -0.2%
BCM
129
Brookstone Capital Management
Illinois
$730K +$35.7K +257 +5%
W
130
WealthOne
New York
$724K
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$723K -$35.8K -258 -4%
FA
132
Fortis Advisors
Pennsylvania
$705K -$4.86K -35 -0.6%
MA
133
MJP Associates
Connecticut
$702K -$2.78K -20 -0.4%
AWA
134
Arete Wealth Advisors
Illinois
$702K +$547K +3,943 +235%
ANTB
135
AMG National Trust Bank
Colorado
$700K
SQA
136
Simon Quick Advisors
New Jersey
$690K
DT
137
Diversified Trust
Tennessee
$655K +$729K +5,249 New
VNA
138
Valley National Advisers
Pennsylvania
$647K
EA
139
Eudaimonia Advisors
Tennessee
$627K
FTS
140
Fifth Third Securities
Ohio
$624K -$53.2K -383 -7%
BAM
141
Belpointe Asset Management
Nevada
$618K -$28.5K -205 -4%
CG
142
Colony Group
Massachusetts
$609K +$117K +846 +21%
VWM
143
Venturi Wealth Management
Texas
$608K
CCA
144
Checchi Capital Advisers
California
$604K
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$599K +$666K +4,800 New
M&T Bank
146
M&T Bank
New York
$572K
GC
147
Gibson Capital
Pennsylvania
$569K
FAIM
148
Financial Advocates Investment Management
Washington
$551K +$124K +891 +25%
BSW
149
Buckingham Strategic Wealth
Missouri
$540K
MWM
150
Merriman Wealth Management
Washington
$536K