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Vanguard Mega Cap 300 Index ETF

292 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

2.09% less ownership

Funds ownership: 48.46%46.36% (-2.1%)

2% less funds holding

Funds holding: 299292 (-7)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $2.04B → $1.65B (-$388M)

Holders
292
Holders Change
-7
Holders Change %
-2.34%
% of All Funds
4.92%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
27
Increased
96
Reduced
102
Closed
33
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
151
Pathstone Family Office
New Jersey
$554K +$601K +4,200 New
CG
152
Colony Group
Massachusetts
$532K +$578K +4,034 New
BFA
153
Beaumont Financial Advisors
Massachusetts
$511K -$53K -370 -9%
FA
154
Flagstar Advisors
New York
$510K -$127K -888 -19%
SBIA
155
Sheaff Brock Investment Advisors
Indiana
$505K +$7.45K +52 +1%
SSWM
156
Sheets Smith Wealth Management
North Carolina
$488K
Northern Trust
157
Northern Trust
Illinois
$473K
FAIM
158
Financial Advocates Investment Management
Washington
$469K +$46.7K +326 +10%
CAN
159
Cetera Advisor Networks
California
$443K -$107K -746 -18%
CWM
160
Cranbrook Wealth Management
Michigan
$443K
MSCM
161
McElhenny Sheffield Capital Management
Texas
$442K
SCM
162
SOL Capital Management
Maryland
$438K
RCAG
163
Rehmann Capital Advisory Group
Michigan
$427K
DADC
164
D.A. Davidson & Co
Montana
$417K
C1AG
165
Client 1st Advisory Group
Florida
$415K -$4.15K -29 -0.9%
SFP
166
Strategic Financial Partners
Oregon
$414K +$1K +7 +0.2%
SWP
167
Stratos Wealth Partners
Ohio
$411K -$41.8K -292 -9%
SF
168
Synovus Financial
Georgia
$410K +$5.16K +36 +1%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$405K
DWMG
170
DB Wealth Management Group
California
$397K -$55.8K -390 -11%
RWP
171
RWA Wealth Partners
Massachusetts
$396K -$23.6K -165 -5%
IA
172
IFP Advisors
Florida
$385K
IFA
173
Index Fund Advisors
California
$384K +$1.43K +10 +0.3%
GP
174
Greenline Partners
New York
$379K
IWM
175
IHT Wealth Management
Illinois
$375K -$19.2K -134 -4%