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Vanguard Mega Cap 300 Index ETF

182 hedge funds and large institutions have $1.12B invested in Vanguard Mega Cap 300 Index ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $876M → $1.12B (+$243M)

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

17% more funds holding

Funds holding: 155182 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4.45% more ownership

Funds ownership: 44.24%48.7% (+4.5%)

Holders
182
Holders Change
+27
Holders Change %
+17.42%
% of All Funds
3.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
38
Increased
55
Reduced
46
Closed
10
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
$135M +$4.65M +43,529 +4%
GEM
2
Global Endowment Management
North Carolina
$108M +$104M +970,800 New
CC
3
Cassaday & Co
Virginia
$104M +$875K +8,194 +0.9%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$50.5M -$412K -3,863 -0.8%
CB
5
Cadence Bank
Mississippi
$46.8M -$105K -980 -0.2%
Morgan Stanley
6
Morgan Stanley
New York
$45.9M +$6.8M +63,716 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$42.4M -$1.62M -15,199 -4%
Truist Financial
8
Truist Financial
North Carolina
$42.3M +$7.35M +68,844 +22%
UBS Group
9
UBS Group
Switzerland
$34.9M -$183K -1,710 -0.5%
VFP
10
Verus Financial Partners
Virginia
$33.7M -$1.17M -10,921 -3%
AA
11
Ancora Advisors
Ohio
$33.1M
CFGS
12
Concourse Financial Group Securities
Alabama
$32.8M +$25M +233,973 +390%
Wells Fargo
13
Wells Fargo
California
$31M -$10.6M -99,110 -26%
LPL Financial
14
LPL Financial
California
$29.4M +$1.27M +11,894 +5%
LIM
15
Leavell Investment Management
Alabama
$27M +$961 +9 +0%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$22.4M -$755K -7,072 -3%
WCAMG
17
Woodard & Company Asset Management Group
North Carolina
$19.5M -$26.9K -252 -0.1%
HWA
18
Heartwood Wealth Advisors
Virginia
$15.2M +$14.5M +136,029 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.6M +$6.59M +61,769 +90%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$13.9M -$325K -3,044 -2%
NLI
21
Nippon Life Insurance
Japan
$12.9M
Ameriprise
22
Ameriprise
Minnesota
$12.4M +$221K +2,066 +2%
CA
23
Capital Advantage
California
$9.88M +$51.5K +482 +0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$8.48M +$287K +2,686 +4%
AI
25
Atria Investments
North Carolina
$8.43M +$874K +8,186 +12%