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Vanguard Mega Cap 300 Index ETF

147 hedge funds and large institutions have $744M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

27% more capital invested

Capital invested by funds: $586M → $744M (+$158M)

7% more funds holding

Funds holding: 138147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0.6% more ownership

Funds ownership: 42.03%42.63% (+0.6%)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
18
Increased
43
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$109M +$13M +137,714 +14%
CC
2
Cassaday & Co
Virginia
$73.6M +$70.8M +752,582 +76,482%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$45.2M +$967K +10,281 +2%
CB
4
Cadence Bank
Mississippi
$40.4M +$677K +7,200 +2%
Wells Fargo
5
Wells Fargo
California
$35.4M -$1.99M -21,208 -6%
Morgan Stanley
6
Morgan Stanley
New York
$35M -$1.2M -12,730 -3%
UBS Group
7
UBS Group
Switzerland
$32.1M -$3.88M -41,303 -11%
VFP
8
Verus Financial Partners
Virginia
$32M -$853K -9,067 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.3M -$993K -10,558 -3%
AA
10
Ancora Advisors
Ohio
$28.9M +$9.41K +100 +0%
LPL Financial
11
LPL Financial
California
$24.2M +$98.5K +1,047 +0.4%
CFGS
12
Concourse Financial Group Securities
Alabama
$23.8M +$1.14M +12,164 +5%
LIM
13
Leavell Investment Management
Alabama
$22.2M -$14.2K -151 -0.1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13.4M +$366K +3,893 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.9M -$50.9K -541 -0.4%
NLI
16
Nippon Life Insurance
Japan
$11.3M
Deutsche Bank
17
Deutsche Bank
Germany
$9.77M
Truist Financial
18
Truist Financial
North Carolina
$9.66M +$4.81M +51,155 +107%
RJA
19
Raymond James & Associates
Florida
$8.17M -$135K -1,435 -2%
CA
20
Capital Advantage
California
$8.11M +$998K +10,608 +15%
Ameriprise
21
Ameriprise
Minnesota
$7.92M +$1.18M +12,541 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.26M +$1.91M +20,309 +38%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.61M +$767K +8,152 +14%
AIS
24
American Investment Services
Massachusetts
$6.52M +$30.9K +328 +0.5%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.63M +$94.3K +1,003 +2%