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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 %
SIAS
201
Summit Investment Advisory Services
Minnesota
$343K
SWP
202
Stratos Wealth Partners
Ohio
$339K -$83.9K -586 -20%
William Blair & Company
203
William Blair & Company
Illinois
$327K
FPF
204
First Pacific Financial
Washington
$326K +$1.15K +8 +0.4%
JIC
205
Joel Isaacson & Co
New York
$325K +$1K +7 +0.3%
Fisher Asset Management
206
Fisher Asset Management
Washington
$322K +$22.2K +155 +7%
HNB
207
Huntington National Bank
Ohio
$320K -$216K
MCM
208
MAI Capital Management
Ohio
$317K -$9.88K -69 -3%
FRA
209
Front Row Advisors
California
$316K
SIM
210
Stratos Investment Management
Ohio
$310K
MMPW
211
Mitchell McLeod Pugh & Williams
Alabama
$307K
TTWM
212
TCV Trust & Wealth Management
Virginia
$295K +$295K +2,063 New
ACI
213
Alpha Cubed Investments
California
$292K
BBHC
214
Brown Brothers Harriman & Co
New York
$289K
EFS
215
Essex Financial Services
Connecticut
$279K -$5.15K -36 -2%
VBWMG
216
Von Berge Wealth Management Group
California
$267K +$288 +2 +0.1%
CMBA
217
C.M. Bidwell & Associates
Hawaii
$263K
FTS
218
Fifth Third Securities
Ohio
$258K -$431K -3,013 -63%
MA
219
MAS Advisors
Florida
$251K -$14.5K -101 -5%
CIA
220
Compass Ion Advisors
Pennsylvania
$250K -$19.6K -137 -7%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$246K -$101K -703 -29%
GSIAS
222
Garden State Investment Advisory Services
New Jersey
$245K
GCP
223
GSA Capital Partners
United Kingdom
$243K +$243K +1,700 New
SAM
224
Smithbridge Asset Management
Pennsylvania
$239K
IFWM
225
Institute for Wealth Management
Colorado
$237K +$237K +1,657 New