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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 %
SIM
201
Stratos Investment Management
Ohio
$344K
JIC
202
Joel Isaacson & Co
New York
$344K +$769 +5 +0.2%
Prudential Financial
203
Prudential Financial
New Jersey
$332K +$28.9K +182 +10%
BFG
204
Berger Financial Group
Minnesota
$332K +$112K +702 +51%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$331K -$21.3K -134 -6%
FSWA
206
Financial Synergies Wealth Advisors
Texas
$329K +$636 +4 +0.2%
BBHC
207
Brown Brothers Harriman & Co
New York
$322K
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$310K +$49.3K +310 +19%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$306K -$48.6K -305 -14%
HNB
210
Huntington National Bank
Ohio
$302K -$319K
OC
211
Oakworth Capital
Alabama
$301K
RWA
212
River Wealth Advisors
Pennsylvania
$298K -$92.5K -582 -24%
CIA
213
Compass Ion Advisors
Pennsylvania
$286K +$7.16K +45 +3%
ASN
214
Advisory Services Network
Georgia
$285K -$171K -1,076 -38%
TIAM2
215
Tru Independence Asset Management 2
Oregon
$283K -$73.6K -463 -21%
VBWMG
216
Von Berge Wealth Management Group
California
$279K
SAM
217
Smithbridge Asset Management
Pennsylvania
$275K
LNC
218
Lincoln National Corp
Pennsylvania
$270K +$270K +1,698 New
WA
219
Win Advisors
Florida
$266K -$27.9M -175,362 -99%
CAM
220
Cresset Asset Management
Illinois
$266K +$34.9K +219 +15%
AA
221
Advisory Alpha
Michigan
$264K +$264K +1,663 New
MAM
222
Meeder Asset Management
Ohio
$258K
SWA
223
SFMG Wealth Advisors
Texas
$257K
Citadel Advisors
224
Citadel Advisors
Florida
$255K -$2.01M -12,680 -89%
WFA
225
Wells Financial Advisors
Massachusetts
$255K