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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 %
SC
76
Steph & Co
Wisconsin
$4.77M +$2.03K +12 +0%
WA
77
Waterford Advisors
New York
$4.59M -$641K -3,784 -12%
HPC
78
Hobart Private Capital
North Carolina
$4.54M +$4.54M +26,826 New
MML Investors Services
79
MML Investors Services
Massachusetts
$4.53M +$554K +3,273 +14%
MFGM
80
Marshall Financial Group (Maryland)
Maryland
$4.49M -$1.69K -10 -0%
IAA
81
Independent Advisor Alliance
North Carolina
$4.48M +$2.24M +13,935 +100%
SB
82
Strategic Blueprint
Georgia
$4.36M +$742K +4,381 +21%
MGIA
83
Moneta Group Investment Advisors
Missouri
$4.31M -$48.4K -286 -1%
CA
84
Calton & Associates
Florida
$4.31M +$4.31M +25,474 New
JJBC
85
James J. Burns & Company
New York
$4.2M -$208K -1,231 -5%
SXL
86
Summit X LLC
Missouri
$4.18M +$4.18M +24,718 New
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$4.13M +$870K +5,140 +27%
PAG
88
Private Advisor Group
New Jersey
$4.05M -$59.8K -353 -1%
BPA
89
Beacon Pointe Advisors
California
$3.96M +$120K +710 +3%
SFO
90
Stokes Family Office
Louisiana
$3.77M -$1.37M -8,075 -27%
BRWA
91
B. Riley Wealth Advisors
Florida
$3.67M +$87.2K +515 +2%
ONB
92
Old National Bancorp
Indiana
$3.59M -$27.4K -162 -0.8%
DK
93
David Kennon
Florida
$3.49M -$93.8K -554 -3%
DAS
94
Dynamic Advisor Solutions
Arizona
$3.45M -$364K -2,183 -10%
PCIA
95
Prime Capital Investment Advisors
Kansas
$3.45M -$14.9K -88 -0.4%
HighTower Advisors
96
HighTower Advisors
Illinois
$3.41M -$298K -1,759 -8%
AI
97
Atria Investments
North Carolina
$3.31M +$91.9K +543 +3%
ZF
98
Zhang Financial
Michigan
$3.23M +$65.5K +387 +2%
CCFM
99
Clear Creek Financial Management
Washington
$3.22M +$169 +1 +0%
Renaissance Technologies
100
Renaissance Technologies
New York
$3.17M +$1.44M +8,500 +83%