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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
WFA
326
Wells Financial Advisors
Massachusetts
$92.9K -$113K -668 -55%
NCM
327
Northwest Capital Management
Oregon
$86.8K
GEA
328
Glen Eagle Advisors
New Jersey
$81.4K +$169 +1 +0.2%
BWM
329
Baystate Wealth Management
Massachusetts
$79.2K +$79.2K +467 New
TRCT
330
Tower Research Capital (TRC)
New York
$78.2K -$90.6K -535 -54%
AIC
331
Archer Investment Corporation
Indiana
$69.9K
CFB
332
Cullen/Frost Bankers
Texas
$63.5K -$508K -3,000 -89%
NB
333
NBT Bank
New York
$63.3K +$63.3K +374 New
OFG
334
Oxford Financial Group
Indiana
$60.9K +$33.2K +196 +120%
LFG
335
Larson Financial Group
Missouri
$60.1K
GT
336
Glenmede Trust
Pennsylvania
$59.2K
SS
337
Sunbelt Securities
Texas
$57.9K +$169 +1 +0.3%
RFA
338
Resurgent Financial Advisors
Georgia
$57K -$846 -5 -1%
IGWM
339
ICA Group Wealth Management
Colorado
$55.9K +$55.9K +330 New
PS
340
Principal Securities
Iowa
$55.2K +$55.2K +326 New
MA
341
MCF Advisors
Kentucky
$52.4K +$5.75K +34 +12%
AF
342
Allworth Financial
California
$50.2K
CTB
343
Country Trust Bank
Illinois
$47.4K
Citigroup
344
Citigroup
New York
$47.4K +$47.4K +280 New
FGAM
345
Financial Gravity Asset Management
Texas
$44K +$44K +260 New
APW
346
Acima Private Wealth
Virginia
$40.3K +$40.3K +238 New
HGERS
347
Householder Group Estate & Retirement Specialist
Arizona
$37K
CIAS
348
Capital Investment Advisory Services
North Carolina
$36K -$33.8K -200 -48%
AWM
349
AllSquare Wealth Management
New York
$35.5K
HWA
350
HHM Wealth Advisors
Tennessee
$35.5K