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Vanguard Mega Cap 300 Index ETF

60 hedge funds and large institutions have $254M invested in Vanguard Mega Cap 300 Index ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
13
Increased
17
Reduced
18
Closed
5
Calls
Puts
$474K
Net Calls
-$474K
Net Calls Change
-$474K
Name Market Value Shares Shares
Change
Shares
Change %
VFP
1
Verus Financial Partners
Virginia
$55.3M 876,206 +13 +0%
Bank of America
2
Bank of America
North Carolina
$29.3M 463,725 -13,250 -3%
BCI
3
Brinker Capital Investments
Pennsylvania
$22.9M 362,799 +2,500 +0.7%
U
4
UBS
Switzerland
$14M 220,927 +28,798 +15%
AA
5
Ancora Advisors
Ohio
$13.8M 217,704 -1,713 -0.8%
EK
6
Evensky & Katz
Florida
$12.9M 203,706 +890 +0.4%
Wells Fargo
7
Wells Fargo
California
$12.7M 201,099 -242 -0.1%
B
8
BancorpSouth
Mississippi
$12M 190,215 +4,651 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.9M 172,601 -412 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.73M 138,164 +138,164 New
Morgan Stanley
11
Morgan Stanley
New York
$6.99M 110,622 -20,205 -15%
LPL Financial
12
LPL Financial
California
$6.2M 98,096 +38,807 +65%
BJ
13
Brouwer & Janachowski
California
$5.34M 84,579 +84,579 New
ICAS
14
Investors Capital Advisory Services
Massachusetts
$4.47M 70,715 -247 -0.3%
SCM
15
SOL Capital Management
Maryland
$4.4M 69,660
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.85M 60,909 +47,987 +371%
PFM
17
Phillips Financial Management
Indiana
$3.29M 52,501 +6,339 +14%
Ameriprise
18
Ameriprise
Minnesota
$2.58M 40,857 +567 +1%
NPC
19
National Planning Corporation
California
$1.92M 30,359 +3,323 +12%
Creative Planning
20
Creative Planning
Kansas
$1.84M 29,124 +675 +2%
AIG
21
American International Group
New York
$1.71M 27,025 -6,370 -19%
CAN
22
Cetera Advisor Networks
California
$1.24M 19,532 +11,818 +153%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.23M 19,540 -42,929 -69%
CA
24
Cetera Advisors
Colorado
$1.23M 19,529 +19,529 New
HFS
25
HL Financial Services
Kentucky
$1.21M 19,180