We are live on ! Find out more
MGC icon

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
FRA
201
Front Row Advisors
California
$291K
SIM
202
Stratos Investment Management
Ohio
$286K
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$286K +$30.9K +216 +11%
Fisher Asset Management
204
Fisher Asset Management
Washington
$276K -$34.9K -244 -10%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$273K -$1.57K -11 -0.5%
BBHC
206
Brown Brothers Harriman & Co
New York
$267K
IFG
207
Independent Financial Group
California
$267K +$70.6K +493 +32%
EFS
208
Essex Financial Services
Connecticut
$262K -$45.4K -317 -14%
AWM
209
Altium Wealth Management
New York
$257K -$983K -6,867 -78%
CCM
210
Consolidated Capital Management
California
$253K +$275K +1,922 New
HNB
211
Huntington National Bank
Ohio
$250K
CIA
212
Compass Ion Advisors
Pennsylvania
$246K +$9.74K +68 +4%
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$244K
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$241K +$137K +955 +109%
VBWMG
215
Von Berge Wealth Management Group
California
$241K
RBC
216
Roble Belko & Company
Pennsylvania
$236K +$81.9K +572 +47%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$232K -$75.3K -526 -23%
BFG
218
Berger Financial Group
Minnesota
$230K -$49.8K -348 -17%
TC
219
Titleist Capital
Texas
$228K -$5.83M -40,701 -96%
CA
220
CoreCap Advisors
Michigan
$228K +$42.1K +294 +21%
SAM
221
Smithbridge Asset Management
Pennsylvania
$225K -$2.86K -20 -1%
MSWMA
222
Market Street Wealth Management Advisors
Indiana
$216K +$235K +1,640 New
PPG
223
Peak Planning Group
Colorado
$215K +$234K +1,634 New
TIAM2
224
Tru Independence Asset Management 2
Oregon
$215K -$21K -147 -8%
LNC
225
Lincoln National Corp
Pennsylvania
$215K -$9.45K -66 -4%