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Vanguard Mega Cap 300 Index ETF

216 hedge funds and large institutions have $1.38B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
4.37%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.34%
New
28
Increased
79
Reduced
65
Closed
11
Calls
$559K
Puts
$309K
Net Calls
+$250K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$280K
PSUF
152
People's United Financial
Connecticut
$279K
BSW
153
Buckingham Strategic Wealth
Missouri
$267K -$25.1K -209 -9%
FCA
154
FLC Capital Advisors
California
$266K -$4.28K -35 -2%
MW
155
Marcum Wealth
Ohio
$264K -$661K -5,506 -71%
JIC
156
Joel Isaacson & Co
New York
$264K +$32.4K +270 +14%
FPF
157
First Pacific Financial
Washington
$264K +$264K +2,199 New
SIM
158
Stratos Investment Management
Ohio
$260K -$18K -150 -6%
HNB
159
Huntington National Bank
Ohio
$252K -$150K
LWAC
160
Laurel Wealth Advisors (California)
California
$247K +$247K +2,063 New
Vanguard Group
161
Vanguard Group
Pennsylvania
$246K
TW
162
TrinityPoint Wealth
Connecticut
$238K -$5.87K -49 -2%
OC
163
Oakworth Capital
Alabama
$225K +$27.9K +233 +14%
CBN
164
Cadence Bank NA
Texas
$222K
MS
165
Madden Securities
Texas
$219K -$72K -600 -25%
CF
166
Centaurus Financial
California
$213K -$12K -100 -5%
CFA
167
Carroll Financial Associates
North Carolina
$213K +$10.2K +85 +5%
OFS
168
OneAscent Financial Services
Alabama
$212K +$212K +1,765 New
Fisher Asset Management
169
Fisher Asset Management
Washington
$206K +$206K +1,718 New
DI
170
Disciplined Investments
Oklahoma
$203K -$12.5K -104 -6%
MSAM
171
Moloney Securities Asset Management
Missouri
$203K +$203K +1,690 New
WWM
172
Western Wealth Management
Colorado
$201K +$201K +1,679 New
FRA
173
Front Row Advisors
California
$173K +$173K +1,335 New
NNP
174
Nachman Norwood & Parrott
South Carolina
$168K +$168K +1,397 New
PGAM
175
Princeton Global Asset Management
New Jersey
$156K