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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
MCM
201
MAI Capital Management
Ohio
$283K
CIA
202
Compass Ion Advisors
Pennsylvania
$283K +$55.8K +402 +22%
ACI
203
Alpha Cubed Investments
California
$281K
FPF
204
First Pacific Financial
Washington
$281K
JIC
205
Joel Isaacson & Co
New York
$280K
WWM
206
Western Wealth Management
Colorado
$278K
FRA
207
Front Row Advisors
California
$277K
SIM
208
Stratos Investment Management
Ohio
$270K
Fisher Asset Management
209
Fisher Asset Management
Washington
$270K +$9.86K +71 +3%
IFG
210
Independent Financial Group
California
$260K +$7.91K +57 +3%
CMBA
211
C.M. Bidwell & Associates
Hawaii
$258K -$555 -4 -0.2%
BBHC
212
Brown Brothers Harriman & Co
New York
$252K
EFS
213
Essex Financial Services
Connecticut
$248K
HNB
214
Huntington National Bank
Ohio
$237K
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K
VBWMG
216
Von Berge Wealth Management Group
California
$228K
CA
217
CoreCap Advisors
Michigan
$226K +$11.2K +81 +5%
SAM
218
Smithbridge Asset Management
Pennsylvania
$213K
Renaissance Technologies
219
Renaissance Technologies
New York
$212K +$236K +1,700 New
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K +$278 +2 +0.1%
SWA
221
SFMG Wealth Advisors
Texas
$201K
HSA
222
HBK Sorce Advisory
Pennsylvania
$200K +$27.8M +200,000 New
WFA
223
Wells Financial Advisors
Massachusetts
$196K -$4.86K -35 -2%
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$189K +$142K +1,021 +206%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$183K +$157K +1,132 +341%