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Vanguard Mega Cap 300 Index ETF

298 hedge funds and large institutions have $2.04B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
100
Reduced
96
Closed
29
Calls
$321K
Puts
$1.69M
Net Calls
-$1.37M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$941K +$138K +871 +17%
FTS
127
Fifth Third Securities
Ohio
$912K -$5.9M -37,076 -87%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$905K +$905K +6,280 New
W
129
WealthOne
New York
$901K -$13.2K -83 -1%
FA
130
Fortis Advisors
Pennsylvania
$901K -$2.55K -16 -0.3%
SQA
131
Simon Quick Advisors
New Jersey
$875K +$11.4K +72 +1%
BCM
132
Brookstone Capital Management
Illinois
$849K -$55.3K -358 -6%
SNB
133
Security National Bank
Nebraska
$835K
EA
134
Eudaimonia Advisors
Tennessee
$799K +$45K +283 +6%
VNA
135
Valley National Advisers
Pennsylvania
$795K +$717K +4,507 +916%
SPIA
136
Steward Partners Investment Advisory
New York
$793K -$636 -4 -0.1%
US Bancorp
137
US Bancorp
Minnesota
$784K -$145K -911 -16%
MCC
138
Money Concepts Capital
Florida
$781K +$602K +3,790 +337%
BAM
139
Belpointe Asset Management
Nevada
$776K +$477 +3 +0.1%
VWM
140
Venturi Wealth Management
Texas
$775K +$775K +4,875 New
ANTB
141
AMG National Trust Bank
Colorado
$762K
FA
142
Flagstar Advisors
New York
$756K -$21.8K -137 -3%
BRWM
143
B. Riley Wealth Management
Tennessee
$753K -$108K -680 -13%
GC
144
Gibson Capital
Pennsylvania
$725K
SIC
145
Salem Investment Counselors
North Carolina
$724K +$308K +1,935 +74%
GWM
146
Geneos Wealth Management
Colorado
$707K -$184K -1,160 -21%
CF
147
Centaurus Financial
California
$700K -$55.7K -350 -7%
CCA
148
Checchi Capital Advisers
California
$696K -$777K -4,883 -53%
MWM
149
Merriman Wealth Management
Washington
$683K -$1.75K -11 -0.3%
SWM
150
Sugarloaf Wealth Management
Georgia
$681K +$1.43K +9 +0.2%