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Vanguard Mega Cap 300 Index ETF

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
Net Calls
+$1.87M
Net Calls Change
+$1K
Name Market Value Shares Shares
Change
Shares
Change %
FWTB
301
First Western Trust Bank
Colorado
$215K 1,271 +1,271 New
HWM
302
HRC Wealth Management
Idaho
$213K 1,258 +1,258 New
OC
303
Oakworth Capital
Alabama
$211K 1,247
MA
304
MAS Advisors
Florida
$209K 1,237 +1,237 New
EWA
305
EP Wealth Advisors
California
$208K 1,228 -469 -28%
M&T Bank
306
M&T Bank
New York
$208K 1,228 +1,228 New
GSIAS
307
Garden State Investment Advisory Services
New Jersey
$205K 1,213 -440 -27%
VF
308
VitalStone Financial
Texas
$199K 1,177 +177 +18%
CFD
309
Creative Financial Designs
Indiana
$190K 1,120 -85 -7%
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
$171K 1,008 +204 +25%
GWM
311
Geneos Wealth Management
Colorado
$162K 957 +54 +6%
PB
312
Pinnacle Bancorp
Nebraska
$156K 923
OCM
313
Osterweis Capital Management
California
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$137K 808 -50 -6%
PGAM
315
Princeton Global Asset Management
New Jersey
$135K 800
NOI
316
Newton One Investments
Delaware
$135K 799
SL
317
Salomon & Ludwin
Virginia
$131K 861
RBC
318
Roble Belko & Company
Pennsylvania
$126K 742
OA
319
Operose Advisors
Wisconsin
$125K 741
AAG
320
Armstrong Advisory Group
Massachusetts
$122K 720
BCMLT
321
Beacon Capital Management LLC (Tennessee)
Tennessee
$121K 798 -84 -10%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$115K 679 -338 -33%
IFAM
323
Institutional & Family Asset Management
Colorado
$111K 654
GRP
324
Global Retirement Partners
California
$108K 637 +93 +17%
VNIM
325
Vaughan Nelson Investment Management
Texas
$98K 580