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Vanguard Mega Cap 300 Index ETF

455 hedge funds and large institutions have $3.21B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 24 closing their positions.

Holders
455
Holders Change
+32
Holders Change %
+7.57%
% of All Funds
6.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
66
Increased
150
Reduced
139
Closed
24
Calls
$234K
Puts
Net Calls
+$234K
Net Calls Change
+$275K
Name Market Value Shares Shares
Change
Shares
Change %
KIM
76
Kestra Investment Management
Texas
$6.37M 29,948 +4,189 +16%
SC
77
Steph & Co
Wisconsin
$6.23M 29,287 -823 -3%
TWM
78
Tradition Wealth Management
Minnesota
$6.14M 28,860 -616 -2%
HighTower Advisors
79
HighTower Advisors
Illinois
$5.94M 27,924 +8,319 +42%
CA
80
Calton & Associates
Florida
$5.81M 27,343 +10,407 +61%
Wealthfront Advisers
81
Wealthfront Advisers
California
$5.52M 25,955 +3,105 +14%
WA
82
Waterford Advisors
New York
$5.52M 25,946 -401 -2%
IA
83
IFP Advisors
Florida
$5.5M 25,849 -2,181 -8%
ZF
84
Zhang Financial
Michigan
$5.47M 25,718 +1,083 +4%
MML Investors Services
85
MML Investors Services
Massachusetts
$5.47M 25,718 +1,484 +6%
AAS
86
Avantax Advisory Services
Texas
$5.28M 24,828 +607 +3%
CAM
87
Cresset Asset Management
Illinois
$5.25M 24,691 -896 -4%
MGIA
88
Moneta Group Investment Advisors
Missouri
$5.18M 24,353 +464 +2%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$5.07M 23,859 +1,132 +5%
CCM
90
Coldstream Capital Management
Washington
$5.07M 23,830 -1,068 -4%
FAI
91
Fiduciary Advisors Inc
Missouri
$4.97M 23,361 +23,361 New
MA
92
Montag & Associates
Georgia
$4.88M 22,960 +22,960 New
PAG
93
Private Advisor Group
New Jersey
$4.76M 22,398 -550 -2%
SFO
94
Stokes Family Office
Louisiana
$4.76M 22,395 +115 +0.5%
SA
95
Sanctuary Advisors
Indiana
$4.53M 20,659 +28 +0.1%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$4.44M 20,859 +8,501 +69%
UWM
97
USAdvisors Wealth Management
Minnesota
$4.42M 20,786 +509 +3%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$4.34M 20,422 -374 -2%
PCIA
99
Prime Capital Investment Advisors
Kansas
$4.28M 20,144
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$4.25M 20,003 +10,896 +120%