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Vanguard Mega Cap 300 Index ETF

321 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
5.06%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
39
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
301
AllSquare Wealth Management
New York
$31.2K 210
CFFP
302
Center for Financial Planning
Michigan
$30.5K 195 +195 New
CPG
303
Cornerstone Planning Group
New Jersey
$30.2K 193 +193 New
MIA
304
Milestone Investment Advisors
Wisconsin
$27.5K 176
OFG
305
Oxford Financial Group
Indiana
$25.7K 164 +164 New
VCM
306
Vigilant Capital Management
Maine
$22K 140
PCM
307
Penserra Capital Management
California
$20K 129 +129 New
AWM
308
Avior Wealth Management
Nebraska
$18.8K 120 +25 +26%
CSB
309
City State Bank
Iowa
$16K 100
MFT
310
Moisand Fitzgerald Tamayo
Florida
$15.6K 100
GI
311
Gradient Investments
Minnesota
$12.5K 80
DJSG
312
D.J. St. Germain
Massachusetts
$11K 70 +70 New
BWA
313
BDO Wealth Advisors
Florida
$9.55K 61
JFGIW
314
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.82K 50
SIS
315
Sound Income Strategies
Florida
$7.82K 50
SF
316
Safeguard Financial
Wisconsin
$6K 40 +40 New
WP
317
WealthPLAN Partners
Nebraska
$5.63K 36
RG
318
Retirement Group
California
$3.77K 16
CFO
319
CVA Family Office
Colorado
$3.13K 20
HCP
320
Hexagon Capital Partners
Arkansas
$3.04K 19
AWM
321
Abound Wealth Management
Tennessee
$2.5K 16 +16 New
PAI
322
Pittenger & Anderson Inc
Nebraska
$313 2 +2 New
NSG
323
Nalls Sherbakoff Group
Tennessee
$154 1
GEM
324
Global Endowment Management
North Carolina
-310,536 Closed
Citadel Advisors
325
Citadel Advisors
Florida
-17,925 Closed