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Vanguard Mega Cap 300 Index ETF

301 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
100
Reduced
80
Closed
21
Calls
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$285M 1,694,831 +6,957 +0.4%
GEM
2
Global Endowment Management
North Carolina
$116M 687,821 -255,929 -27%
Morgan Stanley
3
Morgan Stanley
New York
$97.2M 578,184 +15,899 +3%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$83.9M 499,053 -13,636 -3%
CB
5
Cadence Bank
Mississippi
$82.9M 493,035 +23,281 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$73.4M 436,573 -4,797 -1%
AA
7
Ancora Advisors
Ohio
$67.4M 401,069 +7 +0%
Ameriprise
8
Ameriprise
Minnesota
$58.8M 349,678 +36,678 +12%
LPL Financial
9
LPL Financial
California
$53.6M 318,895 +17,934 +6%
Wells Fargo
10
Wells Fargo
California
$53.6M 318,626 +265 +0.1%
Truist Financial
11
Truist Financial
North Carolina
$53.3M 317,211 -4,339 -1%
UBS Group
12
UBS Group
Switzerland
$51M 303,270 -8,126 -3%
CFGS
13
Concourse Financial Group Securities
Alabama
$49.1M 292,023 +21 +0%
NYLIM
14
New York Life Investment Management
New York
$48.2M 286,772 +17,772 +7%
LIM
15
Leavell Investment Management
Alabama
$46.8M 278,195 +12,823 +5%
RJA
16
Raymond James & Associates
Florida
$46.1M 273,990 +22,729 +9%
VFP
17
Verus Financial Partners
Virginia
$43.5M 258,960 -875 -0.3%
BFA
18
Beaumont Financial Advisors
Massachusetts
$37.3M 221,789 +3,780 +2%
SWRP
19
Summit Wealth & Retirement Planning
California
$34.2M 203,697 +10,059 +5%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$34M 202,545 +11,724 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$32.5M 193,098 +101,028 +110%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$31.5M 187,232 +19,928 +12%
WA
23
Win Advisors
Florida
$29.8M 177,033 +177,033 New
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$25.5M 151,884 +19,400 +15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$25.2M 149,819 -2,784 -2%