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Vanguard Mega Cap 300 Index ETF

306 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 283306 (+23)

8% more capital invested

Capital invested by funds: $1.5B → $1.62B (+$119M)

1.78% more ownership

Funds ownership: 46.08%47.86% (+1.8%)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

Holders
306
Holders Change
+23
Holders Change %
+8.13%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
Net Calls
+$437K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
151
Eudaimonia Advisors
Tennessee
$665K
BAM
152
Belpointe Asset Management
Nevada
$652K -$3.21K -24 -0.5%
VWM
153
Venturi Wealth Management
Texas
$645K
FTS
154
Fifth Third Securities
Ohio
$637K -$21.8K -163 -3%
PFPT
155
Pinnacle Financial Partners (Tennessee)
Tennessee
$636K
FAIM
156
Financial Advocates Investment Management
Washington
$631K +$43K +322 +7%
GC
157
Gibson Capital
Pennsylvania
$604K
SWM
158
Sugarloaf Wealth Management
Georgia
$572K +$3.87K +29 +0.7%
MWM
159
Merriman Wealth Management
Washington
$569K
AWM
160
Accurate Wealth Management
Florida
$559K -$885K -6,623 -62%
BSW
161
Buckingham Strategic Wealth
Missouri
$554K -$19K -142 -3%
SPW
162
Sonoma Private Wealth
California
$549K +$554K +4,145 New
CF
163
Centaurus Financial
California
$547K +$93.5K +700 +20%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$546K +$56.8K +425 +11%
Prudential Financial
165
Prudential Financial
New Jersey
$545K +$199K +1,493 +57%
WIA
166
World Investment Advisors
California
$543K +$32.7K +245 +6%
BFA
167
Beaumont Financial Advisors
Massachusetts
$514K +$801 +6 +0.2%
WFA
168
West Financial Advisors
Iowa
$513K
GIA
169
Gladstone Institutional Advisory
Florida
$510K -$338K -2,534 -40%
SBIA
170
Sheaff Brock Investment Advisors
Indiana
$507K
PWM
171
Prosperity Wealth Management
California
$500K +$504K +3,773 New
US Bancorp
172
US Bancorp
Minnesota
$498K +$26.7K +200 +6%
IWM
173
IHT Wealth Management
Illinois
$474K +$80.7K +604 +20%
DADC
174
D.A. Davidson & Co
Montana
$449K
CFB
175
Cullen/Frost Bankers
Texas
$447K +$451K +3,375 New