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Vanguard Mega Cap 300 Index ETF

155 hedge funds and large institutions have $876M invested in Vanguard Mega Cap 300 Index ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $828M → $876M (+$47.5M)

2% more funds holding

Funds holding: 152155 (+3)

0.97% more ownership

Funds ownership: 43.28%44.24% (+0.97%)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
3.4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
16
Increased
50
Reduced
40
Closed
13
Calls
$258K
Puts
Net Calls
+$258K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$120M -$2.4M -23,428 -2%
CC
2
Cassaday & Co
Virginia
$95.2M +$1.74M +16,995 +2%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$47M -$632K -6,181 -1%
CB
4
Cadence Bank
Mississippi
$43.3M +$414K +4,048 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$40.7M +$3.93M +38,440 +11%
Wells Fargo
6
Wells Fargo
California
$38.8M +$12.4M +120,924 +47%
Morgan Stanley
7
Morgan Stanley
New York
$35.8M -$640K -6,258 -2%
UBS Group
8
UBS Group
Switzerland
$32.4M -$286K -2,795 -0.9%
VFP
9
Verus Financial Partners
Virginia
$32.2M -$1.1M -10,731 -3%
Truist Financial
10
Truist Financial
North Carolina
$31.9M +$8.63M +84,376 +37%
AA
11
Ancora Advisors
Ohio
$30.6M
LPL Financial
12
LPL Financial
California
$26M -$2.38M -23,299 -8%
LIM
13
Leavell Investment Management
Alabama
$24.9M +$319K +3,118 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$21.4M +$838K +8,195 +4%
WCAMG
15
Woodard & Company Asset Management Group
North Carolina
$18M +$17.9M +174,657 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13.2M -$162K -1,587 -1%
NLI
17
Nippon Life Insurance
Japan
$12.2M
Ameriprise
18
Ameriprise
Minnesota
$11.2M +$836K +8,174 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$10.3M
CA
20
Capital Advantage
California
$8.86M +$8.79M +85,908 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$7.59M +$1.45M +14,128 +24%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.55M +$171K +1,667 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.25M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.07M +$3.55M +34,740 +103%
AI
25
Atria Investments
North Carolina
$6.94M +$596K +5,831 +9%