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Vanguard Mega Cap 300 Index ETF

201 hedge funds and large institutions have $1.27B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
201
Holders Change
+19
Holders Change %
+10.44%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.27%
New
34
Increased
77
Reduced
48
Closed
15
Calls
$1.07M
Puts
$306K
Net Calls
+$760K
Net Calls Change
-$437K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$199M 1,819,793 +327,652 +22%
GEM
2
Global Endowment Management
North Carolina
$154M 1,410,500 +115,200 +9%
Morgan Stanley
3
Morgan Stanley
New York
$110M 1,000,831 +569,200 +132%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$55.1M 503,011 -840 -0.2%
CB
5
Cadence Bank
Mississippi
$46.4M 423,487 +1,199 +0.3%
AA
6
Ancora Advisors
Ohio
$44M 402,384 +50,821 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$40.6M 370,914 -15,061 -4%
UBS Group
8
UBS Group
Switzerland
$38M 347,558 +65,602 +23%
Wells Fargo
9
Wells Fargo
California
$35.8M 327,063 +59,005 +22%
CFGS
10
Concourse Financial Group Securities
Alabama
$33.1M 302,549 -6,255 -2%
VFP
11
Verus Financial Partners
Virginia
$31.7M 290,062 -1,026 -0.4%
LPL Financial
12
LPL Financial
California
$29.4M 268,715 +13,840 +5%
LIM
13
Leavell Investment Management
Alabama
$27.7M 253,320 +3,678 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$25M 228,758 +228,758 New
Truist Financial
15
Truist Financial
North Carolina
$25M 228,283 -238,429 -51%
KP
16
Keel Point
Alabama
$23.1M 210,666 +196,364 +1,373%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.4M 150,225 -3,505 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$15.5M 141,375 -107,144 -43%
HWA
19
Heartwood Wealth Advisors
Virginia
$14.5M 196,488 +68,972 +54%
Ameriprise
20
Ameriprise
Minnesota
$13.7M 125,258 +12,701 +11%
BDF
21
Black Diamond Financial
Maryland
$13.2M 120,205 +16,791 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.4M 112,954 +13,338 +13%
Creative Planning
23
Creative Planning
Kansas
$12.2M 111,219 +1,040 +0.9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.1M 92,698 +15,758 +20%
CA
25
Capital Advantage
California
$9.26M 84,579 -2,410 -3%