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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
IWM
176
IHT Wealth Management
Illinois
$372K +$18.3K +132 +5%
IFA
177
Index Fund Advisors
California
$364K
GP
178
Greenline Partners
New York
$359K
PSF
179
Pacific Sun Financial
California
$347K -$9.3K -67 -2%
FSWA
180
Financial Synergies Wealth Advisors
Texas
$336K
Prudential Financial
181
Prudential Financial
New Jersey
$333K +$57.6K +415 +19%
GW
182
GW & Wade
Massachusetts
$331K
FCA
183
FLC Capital Advisors
California
$328K
PFA
184
Pathway Financial Advisors
Vermont
$319K
FPGK
185
Financial Partners Group (Kansas)
Kansas
$318K -$11K -79 -3%
NAMP
186
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$315K
CP
187
Capital Planning
Washington
$314K
MWA
188
Meridian Wealth Advisors
Texas
$311K
AAS
189
Ameritas Advisory Services
Nebraska
$310K +$13.5K +97 +4%
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
$308K +$41.9K +302 +14%
RBC
191
Roble Belko & Company
Pennsylvania
$308K +$94.5K +681 +38%
SMC
192
Smith, Moore & Co
Missouri
$307K
ASN
193
Advisory Services Network
Georgia
$304K -$23.6K -170 -7%
Mariner
194
Mariner
Kansas
$303K +$336K +2,424 New
William Blair & Company
195
William Blair & Company
Illinois
$302K -$13.9K -100 -4%
RWA
196
River Wealth Advisors
Pennsylvania
$298K -$40.4K -291 -11%
MA
197
MAS Advisors
Florida
$297K +$13.7K +99 +4%
OPS
198
Orion Portfolio Solutions
Nebraska
$293K -$5.13K -37 -2%
MSCM
199
McElhenny Sheffield Capital Management
Texas
$289K -$144K -1,038 -31%
Wealthfront Advisers
200
Wealthfront Advisers
California
$285K -$3.61K -26 -1%