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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.

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 Market Value Shares Shares
Change
Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$19.8M 124,385 +8 +0%
CW
27
CreativeOne Wealth
Kansas
$18.5M 116,227 -1,005 -0.9%
PMG
28
ProVise Management Group
Florida
$18.3M 115,214 +18,876 +20%
BDF
29
Black Diamond Financial
Maryland
$17.9M 112,283 -786 -0.7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.1M 101,305 +2,931 +3%
Osaic Holdings
31
Osaic Holdings
Arizona
$15.2M 95,495 -97,603 -51%
AWM
32
AE Wealth Management
Kansas
$14.7M 92,422 +18,699 +25%
SG
33
StoneX Group
New York
$12.5M 78,861 -10,418 -12%
AIS
34
American Investment Services
Massachusetts
$12.1M 76,030 +221 +0.3%
CAM
35
Cozad Asset Management
Illinois
$12M 75,564 +2,995 +4%
CIA
36
Capital Investment Advisors
Georgia
$10.6M 66,749 -2,991 -4%
QA
37
Quantitative Advantage
Minnesota
$10.5M 66,086 +4,163 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$10.3M 64,830 +529 +0.8%
PFM
39
Phillips Financial Management
Indiana
$9.03M 56,791 -136 -0.2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$8.67M 54,509 -686 -1%
Creative Planning
41
Creative Planning
Kansas
$8.49M 53,411 +22,086 +71%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$8.23M 51,759 -482 -0.9%
DWM
43
Destination Wealth Management
California
$8.22M 51,696 -3,925 -7%
HWM
44
HB Wealth Management
Georgia
$8.13M 51,124 +373 +0.7%
CA
45
Capital Advantage
California
$7.72M 48,530 +1,633 +3%
AC
46
Apella Capital
Connecticut
$7.19M 45,229 -650 -1%
TC
47
Titleist Capital
Texas
$6.75M 42,432 +246 +0.6%
SFPM
48
Sensible Financial Planning & Management
Massachusetts
$6.48M 40,771 -216 -0.5%
Stifel Financial
49
Stifel Financial
Missouri
$6.42M 40,327 +1,190 +3%
GWM
50
Gray Wealth Management
Maine
$6.26M 39,368 +88 +0.2%