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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 %
TAM
101
Tocqueville Asset Management
New York
$1.74M 12,125
Franklin Resources
102
Franklin Resources
California
$1.73M 12,059
HAS
103
HBW Advisory Services
California
$1.7M 11,850 -114 -1%
VA
104
Valmark Advisers
Ohio
$1.64M 11,448 +5,698 +99%
MGIA
105
Matthew Goff Investment Advisor
Texas
$1.62M 11,304
CAC
106
Certified Advisory Corp
Florida
$1.62M 11,288 -3,218 -22%
MSFS
107
Main Street Financial Solutions
Pennsylvania
$1.59M 11,106 -239 -2%
AWM
108
Aspire Wealth Management
Massachusetts
$1.57M 10,974 +8 +0.1%
PJSIMP
109
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M 10,712 +932 +10%
SFG
110
SNS Financial Group
Minnesota
$1.52M 10,630 -680 -6%
DT
111
Diversified Trust
Tennessee
$1.51M 10,529 +5,280 +101%
Cerity Partners
112
Cerity Partners
New York
$1.49M 10,380 +1 +0%
TFS
113
Thoroughbred Financial Services
Tennessee
$1.48M 10,355 +253 +3%
SC
114
Savant Capital
Illinois
$1.4M 9,764
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.38M 9,607 -693 -7%
NFG
116
Nations Financial Group
Iowa
$1.35M 9,409 -123 -1%
LFAS
117
Level Four Advisory Services
Texas
$1.31M 9,174 -300 -3%
HWA
118
Heartwood Wealth Advisors
Virginia
$1.27M 8,851
AA
119
Ancora Advisors
Ohio
$1.26M 8,811 +4 +0%
UWM
120
USAdvisors Wealth Management
Minnesota
$1.22M 8,534 +575 +7%
TA
121
TrueWealth Advisors
Alabama
$1.22M 8,532 -2,124 -20%
LPT
122
Legacy Private Trust
Wisconsin
$1.17M 8,157
PG
123
Proffitt & Goodson
Tennessee
$1.13M 7,892 -3,769 -32%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.13M 7,868 +99 +1%
FFL
125
Financial Freedom LLC
Ohio
$1.08M 7,564 +16 +0.2%