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Vanguard Mega Cap 300 Index ETF

147 hedge funds and large institutions have $744M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

27% more capital invested

Capital invested by funds: $586M → $744M (+$158M)

7% more funds holding

Funds holding: 138147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0.6% more ownership

Funds ownership: 42.03%42.63% (+0.6%)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
18
Increased
43
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
ERTS Wealth Advisors
Michigan
-$90K -1,032 Closed
CBT
152
Capital Bank & Trust
California
-$30K -350 Closed
FHA
153
Flagship Harbor Advisors
Massachusetts
-$8K -100 Closed
SIM
154
Sonora Investment Management
Arizona
-$5K -55 Closed
FFW
155
Fusion Family Wealth
New York
-$4K -50 Closed