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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 Holding Trade Value Shares
Change
Shares
Change %
TWM
51
TriaGen Wealth Management
California
$5.44M +$175K +1,223 +3%
GWM
52
Gray Wealth Management
Maine
$5.3M -$19.9K -139 -0.4%
AI
53
Atria Investments
North Carolina
$5.25M +$5.25M +36,679 New
MGIA
54
Moneta Group Investment Advisors
Missouri
$4.94M +$169K +1,178 +4%
WA
55
Waterford Advisors
New York
$4.83M +$4.83M +33,760 New
TWM
56
Tradition Wealth Management
Minnesota
$4.6M +$147K +1,030 +3%
SFO
57
Stokes Family Office
Louisiana
$4.35M -$31.5K -220 -0.7%
PWA
58
Physician Wealth Advisors
Utah
$4.33M +$40K +276 +0.9%
AWM
59
AE Wealth Management
Kansas
$4.17M -$233K -1,626 -5%
MML Investors Services
60
MML Investors Services
Massachusetts
$3.96M -$563K -3,930 -12%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$3.85M +$217K +1,517 +6%
SC
62
Steph & Co
Wisconsin
$3.83M -$308K -2,154 -7%
MFGM
63
Marshall Financial Group (Maryland)
Maryland
$3.75M +$62.6K +437 +2%
EWM
64
Empirical Wealth Management
Washington
$3.62M +$209K +1,460 +6%
PAG
65
Private Advisor Group
New Jersey
$3.62M -$3.67M -25,619 -50%
VF
66
VitalStone Financial
Texas
$3.58M +$3.35M +19,910 +1,494%
CA
67
Calton & Associates
Florida
$3.52M +$38.4K +268 +1%
DAS
68
Dynamic Advisor Solutions
Arizona
$3.46M -$76K -531 -2%
CA
69
Cetera Advisors
Colorado
$3.38M -$719K -5,025 -18%
AWS
70
Atria Wealth Solutions
New York
$3.3M -$543K -3,794 -14%
BEAM
71
Baker Ellis Asset Management
Washington
$3.23M +$545K +3,810 +20%
Goldman Sachs
72
Goldman Sachs
New York
$3.22M +$2.07M +14,456 +179%
PAS
73
Park Avenue Securities
New York
$3.17M -$34.5K -241 -1%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$3.13M -$45.7K -319 -1%
ONB
75
Old National Bancorp
Indiana
$3.12M -$11.3K -79 -0.4%