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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
SWM
151
Sugarloaf Wealth Management
Georgia
$536K
ZF
152
Zhang Financial
Michigan
$529K +$588K +4,237 New
FA
153
Flagstar Advisors
New York
$493K +$9.16K +66 +2%
CAN
154
Cetera Advisor Networks
California
$493K +$81.5K +587 +17%
WFA
155
West Financial Advisors
Iowa
$484K -$442K -3,188 -45%
WIA
156
World Investment Advisors
California
$483K -$35.1K -253 -6%
BFA
157
Beaumont Financial Advisors
Massachusetts
$483K
SBIA
158
Sheaff Brock Investment Advisors
Indiana
$478K
SSWM
159
Sheets Smith Wealth Management
North Carolina
$462K
Northern Trust
160
Northern Trust
Illinois
$448K
US Bancorp
161
US Bancorp
Minnesota
$444K -$190K -1,366 -28%
CF
162
Centaurus Financial
California
$428K -$126K -910 -21%
DADC
163
D.A. Davidson & Co
Montana
$423K +$31.2K +225 +7%
CWM
164
Cranbrook Wealth Management
Michigan
$419K
SCM
165
SOL Capital Management
Maryland
$415K
RCAG
166
Rehmann Capital Advisory Group
Michigan
$405K
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$401K +$201K +1,450 +82%
SF
168
Synovus Financial
Georgia
$400K +$12.2K +88 +3%
C1AG
169
Client 1st Advisory Group
Florida
$393K
SFP
170
Strategic Financial Partners
Oregon
$392K
SWP
171
Stratos Wealth Partners
Ohio
$390K
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$384K
Jane Street
173
Jane Street
New York
$379K -$472K -3,404 -53%
DWMG
174
DB Wealth Management Group
California
$376K
RWP
175
RWA Wealth Partners
Massachusetts
$375K