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Vanguard Mega Cap 300 Index ETF

305 hedge funds and large institutions have $1.78B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
305
Holders Change
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
32
Increased
92
Reduced
100
Closed
26
Calls
$1.09M
Puts
$873K
Net Calls
+$217K
Net Calls Change
-$220K
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$18.5M 129,121 -9,201 -7%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$17.9M 125,057 +1,168 +0.9%
FA
28
FDx Advisors
Illinois
$17.7M 133,899
BDF
29
Black Diamond Financial
Maryland
$15.3M 107,166 -1,553 -1%
RJA
30
Raymond James & Associates
Florida
$14.8M 103,421 -17,999 -15%
Osaic Holdings
31
Osaic Holdings
Arizona
$12.6M 88,108 -10,863 -11%
CW
32
CreativeOne Wealth
Kansas
$12.2M 85,416 +6,066 +8%
QA
33
Quantitative Advantage
Minnesota
$11.7M 82,035 +2,200 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.7M 81,984 -12,067 -13%
CAM
35
Cozad Asset Management
Illinois
$10.9M 76,267 +1,320 +2%
AIS
36
American Investment Services
Massachusetts
$10.1M 75,992
CAN
37
Cetera Advisor Networks
California
$9.82M 68,631 +6,344 +10%
Creative Planning
38
Creative Planning
Kansas
$9.45M 65,992 +583 +0.9%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$9.06M 63,323 +16,633 +36%
KP
40
Keel Point
Alabama
$8.22M 57,429 +2,815 +5%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$7.41M 51,776 +455 +0.9%
HWM
42
HB Wealth Management
Georgia
$7.33M 51,239 +178 +0.3%
DWM
43
Destination Wealth Management
California
$7.12M 49,735 -411 -0.8%
PFM
44
Phillips Financial Management
Indiana
$7.11M 49,680 -1,138 -2%
CIA
45
Capital Investment Advisors
Georgia
$7.07M 49,407 -7,936 -14%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$7.04M 49,211 +651 +1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$6.75M 47,141 +2,400 +5%
CA
48
Capital Advantage
California
$5.88M 41,084 -2,926 -7%
GM
49
GeoWealth Management
Illinois
$5.77M 40,326 +8,627 +27%
JJBC
50
James J. Burns & Company
New York
$5.72M 39,939 +32,070 +408%