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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 %
BFA
151
Beaumont Financial Advisors
Massachusetts
$675K -$34.6M -217,546 -98%
EVM
152
Eaton Vance Management
Massachusetts
$668K
BSW
153
Buckingham Strategic Wealth
Missouri
$657K
CAN
154
Cetera Advisor Networks
California
$654K +$135K +849 +26%
CP
155
Capital Planning
Washington
$651K
OPS
156
Orion Portfolio Solutions
Nebraska
$639K +$178K +1,118 +39%
SPC
157
Sigma Planning Corp
Michigan
$623K -$8.12K -51 -1%
SBIA
158
Sheaff Brock Investment Advisors
Indiana
$602K +$16.6K +104 +3%
WIA
159
World Investment Advisors
California
$598K +$30.6K +192 +5%
AssetMark Inc
160
AssetMark Inc
California
$591K +$589K +3,704 +30,867%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$588K
Northern Trust
162
Northern Trust
Illinois
$571K -$194K -1,219 -25%
SWP
163
Stratos Wealth Partners
Ohio
$543K -$34K -214 -6%
DWMG
164
DB Wealth Management Group
California
$541K +$637 +4 +0.1%
CWM
165
Cranbrook Wealth Management
Michigan
$534K
MSCM
166
McElhenny Sheffield Capital Management
Texas
$533K -$796 -5 -0.1%
SCM
167
SOL Capital Management
Maryland
$528K -$23.8K -150 -4%
AAS
168
Ameritas Advisory Services
Nebraska
$527K +$220K +1,387 +72%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$516K
FAIM
170
Financial Advocates Investment Management
Washington
$513K -$11.3K -71 -2%
C1AG
171
Client 1st Advisory Group
Florida
$506K +$318 +2 +0.1%
RWP
172
RWA Wealth Partners
Massachusetts
$504K +$34.6K +218 +7%
DADC
173
D.A. Davidson & Co
Montana
$503K +$38.2K +240 +8%
SFP
174
Strategic Financial Partners
Oregon
$499K +$955 +6 +0.2%
SF
175
Synovus Financial
Georgia
$491K +$23.9K +150 +5%