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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 %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$489K
IWM
177
IHT Wealth Management
Illinois
$474K -$111K -698 -19%
IFA
178
Index Fund Advisors
California
$462K +$1.11K +7 +0.2%
GP
179
Greenline Partners
New York
$458K
FPGK
180
Financial Partners Group (Kansas)
Kansas
$455K -$44.6K -280 -9%
William Blair & Company
181
William Blair & Company
Illinois
$444K +$142K +895 +47%
OCM
182
Orser Capital Management
Texas
$418K +$83.4K +525 +25%
FCA
183
FLC Capital Advisors
California
$417K
PFA
184
Pathway Financial Advisors
Vermont
$406K
NAMP
185
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$402K
MWA
186
Meridian Wealth Advisors
Texas
$396K
APA
187
American Portfolios Advisors
New York
$395K -$9.07K -57 -2%
SMC
188
Smith, Moore & Co
Missouri
$392K
IA
189
IFP Advisors
Florida
$385K +$349K +3,672 +959%
Fisher Asset Management
190
Fisher Asset Management
Washington
$372K +$18.8K +118 +5%
PSUF
191
People's United Financial
Connecticut
$370K
EFS
192
Essex Financial Services
Connecticut
$366K -$73.5K -462 -17%
PSF
193
Pacific Sun Financial
California
$365K +$69.9K +440 +24%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$364K -$2.87K -18 -0.8%
MCM
195
MAI Capital Management
Ohio
$360K +$636 +4 +0.2%
M&T Bank
196
M&T Bank
New York
$359K
ACI
197
Alpha Cubed Investments
California
$358K
FPF
198
First Pacific Financial
Washington
$357K +$1.11K +7 +0.3%
WWM
199
Western Wealth Management
Colorado
$354K +$354K +2,226 New
FRA
200
Front Row Advisors
California
$351K