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Vanguard Mega Cap 300 Index ETF

298 hedge funds and large institutions have $2.04B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
100
Reduced
96
Closed
29
Calls
$321K
Puts
$1.69M
Net Calls
-$1.37M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
5L
226
55I LLC
Massachusetts
$254K -$59.2K -372 -19%
MSAM
227
Moloney Securities Asset Management
Missouri
$254K
EP
228
Eudaimonia Partners
Tennessee
$249K +$249K +1,563 New
PA
229
Procyon Advisors
Connecticut
$248K -$26K -164 -10%
Wealthfront Advisers
230
Wealthfront Advisers
California
$246K +$246K +1,547 New
BCMLT
231
Beacon Capital Management LLC (Tennessee)
Tennessee
$244K +$244K +1,532 New
CBN
232
Cadence Bank NA
Texas
$243K -$11.3K -71 -4%
AC
233
Avant Capital
Louisiana
$238K -$27K -170 -10%
BCI
234
Brinker Capital Investments
Pennsylvania
$235K
FFM
235
Forum Financial Management
Illinois
$234K
CS
236
Comerica Securities
Michigan
$234K +$795 +5 +0.3%
HSWM
237
Hubbell Strickland Wealth Management
Louisiana
$233K +$14.6K +92 +7%
CA
238
CoreCap Advisors
Michigan
$228K +$218K +1,370 +2,210%
OWM
239
OneAscent Wealth Management
Alabama
$228K +$228K +1,436 New
RJT
240
Raymond James Trust
Florida
$226K +$226K +1,419 New
TW
241
TrinityPoint Wealth
Connecticut
$224K -$3.98K -25 -2%
RS
242
Retirement Solution
Washington
$219K
WSTAM
243
Wilbanks Smith & Thomas Asset Management
Virginia
$216K
NWM
244
NEIRG Wealth Management
Massachusetts
$211K
WP
245
WealthSource Partners
California
$211K +$955 +6 +0.5%
MSA
246
Marino Stram & Associates
Massachusetts
$207K
PP
247
PDS Planning
Ohio
$203K +$7.65K +48 +4%
RBC
248
Roble Belko & Company
Pennsylvania
$193K +$69.9K +440 +57%
DI
249
Disciplined Investments
Oklahoma
$192K -$9.08K -57 -5%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$158K +$6.05K +38 +4%