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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$440K
DWMG
177
DB Wealth Management Group
California
$433K +$716 +5 +0.2%
SF
178
Synovus Financial
Georgia
$430K +$51.8K +362 +14%
SSWM
179
Sheets Smith Wealth Management
North Carolina
$429K -$161K -1,125 -27%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$424K +$50.1K +350 +13%
HTC
181
Haverford Trust Company
Pennsylvania
$422K +$422K +2,945 New
MFWP
182
Mosaic Family Wealth Partners
Missouri
$419K
FA
183
Flagstar Advisors
New York
$416K -$40.4K -282 -9%
CF
184
Centaurus Financial
California
$415K -$176K -1,230 -30%
GP
185
Greenline Partners
New York
$412K
ZF
186
Zhang Financial
Michigan
$411K
IWM
187
IHT Wealth Management
Illinois
$409K -$103K -723 -20%
RWA
188
River Wealth Advisors
Pennsylvania
$395K -$334K -2,333 -46%
PWM
189
Prosperity Wealth Management
California
$392K -$148K -1,032 -27%
FSWA
190
Financial Synergies Wealth Advisors
Texas
$388K +$1K +7 +0.3%
GW
191
GW & Wade
Massachusetts
$380K
FCA
192
FLC Capital Advisors
California
$376K
PFA
193
Pathway Financial Advisors
Vermont
$366K
FPGK
194
Financial Partners Group (Kansas)
Kansas
$361K
CP
195
Capital Planning
Washington
$359K
MWA
196
Meridian Wealth Advisors
Texas
$356K
SMC
197
Smith, Moore & Co
Missouri
$352K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$352K +$348K +2,429 +8,675%
ASN
199
Advisory Services Network
Georgia
$344K
DI
200
DFPG Investments
Utah
$344K +$344K +2,403 New