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Vanguard Mega Cap 300 Index ETF

101 hedge funds and large institutions have $499M invested in Vanguard Mega Cap 300 Index ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
10
Increased
32
Reduced
25
Closed
6
Calls
$621K
Puts
$492K
Net Calls
+$129K
Net Calls Change
+$358K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$63.5M 786,981 -79,262 -9%
VFP
2
Verus Financial Partners
Virginia
$43.3M 536,719 -162,610 -23%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$38.2M 473,579 +14,999 +3%
Morgan Stanley
4
Morgan Stanley
New York
$31.6M 391,919 -81,082 -17%
UBS Group
5
UBS Group
Switzerland
$28.9M 358,326 +29,191 +9%
B
6
BancorpSouth
Mississippi
$27.7M 343,653 +8,608 +3%
Wells Fargo
7
Wells Fargo
California
$23.4M 290,639 -3,333 -1%
AA
8
Ancora Advisors
Ohio
$22.8M 282,190 -19,028 -6%
AllianceBernstein
9
AllianceBernstein
Tennessee
$21.1M 262,197
EK
10
Evensky & Katz
Florida
$17.3M 214,204 +608 +0.3%
LPL Financial
11
LPL Financial
California
$15.4M 191,353 +6,298 +3%
LIM
12
Leavell Investment Management
Alabama
$12.4M 153,604 +11,680 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.4M 153,123 +37,431 +32%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.4M 140,920 -25,375 -15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.8M 121,460 +3,158 +3%
NLI
16
Nippon Life Insurance
Japan
$9.35M 115,900
CA
17
Capital Advantage
California
$8.64M 107,105 -4,217 -4%
RJA
18
Raymond James & Associates
Florida
$7.03M 87,098 +23,528 +37%
AIS
19
American Investment Services
Massachusetts
$5.59M 69,309
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$5.23M 64,809 +3,510 +6%
CS
21
Credit Suisse
Switzerland
$5.2M 64,422 +53,228 +476%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.1M 63,246 +4,398 +7%
SCM
23
SOL Capital Management
Maryland
$4.93M 61,163 -75 -0.1%
BJ
24
Brouwer & Janachowski
California
$4.7M 58,307 -15,258 -21%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4.22M 52,260 +2,252 +5%