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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
LPT
126
Legacy Private Trust
Wisconsin
$1.28M
SIC
127
Salem Investment Counselors
North Carolina
$1.23M +$52.2K +353 +5%
FFL
128
Financial Freedom LLC
Ohio
$1.22M +$36.6K +248 +3%
BFA
129
Buttonwood Financial Advisors
Maryland
$1.16M +$1.1M +7,410 New
MG
130
Mather Group
Illinois
$1.14M
PG
131
Proffitt & Goodson
Tennessee
$1.07M -$156K -1,053 -13%
SPIA
132
Steward Partners Investment Advisory
New York
$1.05M
WFAG
133
Wescott Financial Advisory Group
Pennsylvania
$1.04M +$3.4K +23 +0.3%
CCA
134
Checchi Capital Advisers
California
$1.04M -$23.8K -161 -2%
Wealthfront Advisers
135
Wealthfront Advisers
California
$1.04M +$482K +3,264 +97%
TRCT
136
Tower Research Capital (TRC)
New York
$984K +$357K +2,413 +62%
WCAMG
137
Woodard & Company Asset Management Group
North Carolina
$983K
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$977K -$240K -1,624 -21%
SWA
139
Strategies Wealth Advisors
Michigan
$977K -$60.6K -410 -6%
ZF
140
Zhang Financial
Michigan
$975K +$498K +3,368 +117%
SQA
141
Simon Quick Advisors
New Jersey
$944K +$64.7K +438 +8%
TA
142
TrueWealth Advisors
Alabama
$944K -$370K -2,501 -29%
ASFA
143
All Season Financial Advisors
Colorado
$901K +$1.63K +11 +0.2%
MA
144
MJP Associates
Connecticut
$895K +$739 +5 +0.1%
ML
145
McAdam LLC
Pennsylvania
$893K -$15.4K -104 -2%
AssetMark Inc
146
AssetMark Inc
California
$879K +$830K +5,617 New
ANTB
147
AMG National Trust Bank
Colorado
$850K
HI
148
Harbour Investments
Wisconsin
$847K +$16.8K +114 +2%
AO
149
Advisor OS
Illinois
$835K +$789K +5,336 New
VNA
150
Valley National Advisers
Pennsylvania
$783K