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Vanguard Mega Cap 300 Index ETF

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

81% more call options, than puts

Call options by funds: $559K | Put options by funds: $309K

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

9% more capital invested

Capital invested by funds: $1.27B → $1.38B (+$113M)

7% more funds holding

Funds holding: 201216 (+15)

1.64% less ownership

Funds ownership: 49%47.35% (-1.6%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
GM
176
GeoWealth Management
Illinois
$155K +$153K +1,297 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$145K
PCFFS
178
Pacific Center for Financial Services
California
$132K +$354 +3 +0.3%
QCG
179
Quadrant Capital Group
Ohio
$118K
PB
180
Pinnacle Bancorp
Nebraska
$110K
FFC
181
Fure Financial Corporation
Minnesota
$105K +$104K +881 New
RBC
182
Roble Belko & Company
Pennsylvania
$93K
FHA
183
Flagship Harbor Advisors
Massachusetts
$91K -$24.3K -206 -21%
BBA
184
Braun-Bostich & Associates
Pennsylvania
$81K
CAAS
185
Capital Asset Advisory Services
Michigan
$78K
SFS
186
Sowell Financial Services
Arkansas
$74K
William Blair & Company
187
William Blair & Company
Illinois
$74K
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$71K +$6.14K +52 +10%
BCA
189
Berman Capital Advisors
Georgia
$59K
VNA
190
Valley National Advisers
Pennsylvania
$59K
JCM
191
Jacobi Capital Management
Pennsylvania
$54K +$41.4K +351 +351%
AIC
192
Archer Investment Corporation
Indiana
$49.5K -$12K -102 -20%
LFG
193
Larson Financial Group
Missouri
$43K
S
194
SignatureFD
Georgia
$39K -$21.1K -179 -36%
GEA
195
Glen Eagle Advisors
New Jersey
$39K
PFS
196
Prospera Financial Services
Texas
$37K +$36K +305 New
BFEC
197
Benjamin F. Edwards & Company
Missouri
$36K
AF
198
Allworth Financial
California
$36K +$118 +1 +0.3%
JWBC
199
John W. Brooker & Co
California
$34K
MIM
200
Macroview Investment Management
Maryland
$31K +$118 +1 +0.4%