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Vanguard Mega Cap 300 Index ETF

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 12

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$237M)

14% more funds holding

Funds holding: 216246 (+30)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

1.68% more ownership

Funds ownership: 47.35%49.04% (+1.7%)

Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$240M +$2.6M +20,584 +1%
GEM
2
Global Endowment Management
North Carolina
$151M
Morgan Stanley
3
Morgan Stanley
New York
$110M -$15.9M -125,961 -13%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$67.3M +$695K +5,495 +1%
CB
5
Cadence Bank
Mississippi
$61.2M +$2.21M +17,435 +4%
AA
6
Ancora Advisors
Ohio
$53.7M +$10.1K +80 +0%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$52.5M +$966K +7,637 +2%
UBS Group
8
UBS Group
Switzerland
$42.8M -$595K -4,706 -1%
CFGS
9
Concourse Financial Group Securities
Alabama
$42.4M -$142K -1,123 -0.4%
Wells Fargo
10
Wells Fargo
California
$40.8M -$3.61M -28,575 -9%
LPL Financial
11
LPL Financial
California
$38.4M +$3.22M +25,485 +10%
VFP
12
Verus Financial Partners
Virginia
$37M +$35.1M +277,148 New
LIM
13
Leavell Investment Management
Alabama
$31M -$3.65M -28,869 -11%
KP
14
Keel Point
Alabama
$30.3M -$2M -15,840 -7%
Truist Financial
15
Truist Financial
North Carolina
$25M -$705K -5,578 -3%
NYLIM
16
New York Life Investment Management
New York
$23.2M +$7.84M +62,006 +55%
SWRP
17
Summit Wealth & Retirement Planning
California
$22.3M +$160K +1,265 +0.8%
Ameriprise
18
Ameriprise
Minnesota
$22.2M +$2.72M +21,520 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$21.8M -$7.3M -57,684 -26%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.7M +$56.3K +445 +0.3%
Osaic Holdings
21
Osaic Holdings
Arizona
$18.7M -$5.08M -40,191 -22%
HWA
22
Heartwood Wealth Advisors
Virginia
$18.2M +$295K +2,336 +2%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$17.3M +$1.03M +8,133 +7%
CW
24
CreativeOne Wealth
Kansas
$16.7M +$3.7M +29,278 +31%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16.1M +$2.12M +16,747 +16%