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Vanguard Mega Cap 300 Index ETF

98 hedge funds and large institutions have $489M invested in Vanguard Mega Cap 300 Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
17
Increased
30
Reduced
28
Closed
9
Calls
Puts
$229K
Net Calls
-$229K
Net Calls Change
-$229K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.1M 866,243 +18,370 +2%
VFP
2
Verus Financial Partners
Virginia
$53.4M 699,329 -17,401 -2%
Morgan Stanley
3
Morgan Stanley
New York
$36.1M 473,001 -2,654 -0.6%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$35M 458,580 +30,049 +7%
B
5
BancorpSouth
Mississippi
$25.6M 335,045 +41,598 +14%
UBS Group
6
UBS Group
Switzerland
$25.1M 329,135 -5,061 -2%
AA
7
Ancora Advisors
Ohio
$23M 301,218 +550 +0.2%
Wells Fargo
8
Wells Fargo
California
$22.4M 293,972 -28,197 -9%
AllianceBernstein
9
AllianceBernstein
Tennessee
$20M 262,197 -280 -0.1%
EK
10
Evensky & Katz
Florida
$16.3M 213,596 +3,596 +2%
LPL Financial
11
LPL Financial
California
$14.2M 185,055 +19,473 +12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12.7M 166,295 +4,282 +3%
LIM
13
Leavell Investment Management
Alabama
$10.8M 141,924 +3,011 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.03M 118,302 +1,632 +1%
NLI
15
Nippon Life Insurance
Japan
$8.85M 115,900 +115,900 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.83M 115,692 -1,556 -1%
CA
17
Capital Advantage
California
$8.5M 111,322 -7,313 -6%
BJ
18
Brouwer & Janachowski
California
$5.62M 73,565 -47,408 -39%
AIS
19
American Investment Services
Massachusetts
$5.29M 69,309 +421 +0.6%
RJA
20
Raymond James & Associates
Florida
$4.85M 63,570 -52,651 -45%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$4.68M 61,299 +3,496 +6%
SCM
22
SOL Capital Management
Maryland
$4.68M 61,238 -100 -0.2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.49M 58,848 +2,205 +4%
BEAM
24
Baker Ellis Asset Management
Washington
$4.23M 55,366 -1,629 -3%
PA
25
Paracle Advisors
Washington
$3.96M 51,925 -102 -0.2%