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Vanguard Mega Cap 300 Index ETF

91 hedge funds and large institutions have $462M invested in Vanguard Mega Cap 300 Index ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
11
Increased
24
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.5M 847,873 -52,116 -6%
VFP
2
Verus Financial Partners
Virginia
$52.9M 716,730 -25,927 -3%
Morgan Stanley
3
Morgan Stanley
New York
$35.1M 475,655 -17,557 -4%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$31.6M 428,531 +11,688 +3%
UBS Group
5
UBS Group
Switzerland
$24.6M 334,196 -26,519 -7%
Wells Fargo
6
Wells Fargo
California
$23.8M 322,169 +20,502 +7%
AA
7
Ancora Advisors
Ohio
$22.2M 300,668 +677 +0.2%
B
8
BancorpSouth
Mississippi
$21.6M 293,447 +18,035 +7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$19.4M 262,477 +2,290 +0.9%
EK
10
Evensky & Katz
Florida
$15.5M 210,000 -7,849 -4%
LPL Financial
11
LPL Financial
California
$12.1M 165,582 +19,105 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12M 162,013 -27,032 -14%
LIM
13
Leavell Investment Management
Alabama
$10.2M 138,913 +10,969 +9%
BJ
14
Brouwer & Janachowski
California
$8.92M 120,973 -10,770 -8%
CA
15
Capital Advantage
California
$8.75M 118,635 -8,385 -7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.65M 117,248 -3,050 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.6M 116,670 +3,187 +3%
RJA
18
Raymond James & Associates
Florida
$8.57M 116,221 -2,517 -2%
AIS
19
American Investment Services
Massachusetts
$5.08M 68,888 +395 +0.6%
SCM
20
SOL Capital Management
Maryland
$4.52M 61,338 -3,445 -5%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$4.26M 57,803 +5,027 +10%
BEAM
22
Baker Ellis Asset Management
Washington
$4.2M 56,995 -886 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.18M 56,643 +422 +0.8%
PA
24
Paracle Advisors
Washington
$3.84M 52,027 -158 -0.3%
Creative Planning
25
Creative Planning
Kansas
$3.58M 48,484 -130 -0.3%