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Vanguard Mega Cap 300 Index ETF

298 hedge funds and large institutions have $2.04B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 96 reducing their positions, and 29 closing their positions.

Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.72%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
32
Increased
100
Reduced
96
Closed
29
Calls
$321K
Puts
$1.69M
Net Calls
-$1.37M
Net Calls Change
+$1.26M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$278M 1,749,136 +54,305 +3%
GEM
2
Global Endowment Management
North Carolina
$109M 687,821
ETC
3
Exchange Traded Concepts
Oklahoma
$98.8M 621,465 +621,465 New
Morgan Stanley
4
Morgan Stanley
New York
$84.6M 532,083 -46,101 -8%
WCWM
5
Wooster Corthell Wealth Management
Connecticut
$80.2M 503,971 +4,918 +1%
CB
6
Cadence Bank
Mississippi
$75.1M 472,059 -20,976 -4%
AA
7
Ancora Advisors
Ohio
$63.8M 400,972 -97 -0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$61.5M 386,862 -49,711 -11%
Ameriprise
9
Ameriprise
Minnesota
$57.6M 362,399 +12,721 +4%
Wells Fargo
10
Wells Fargo
California
$51M 320,773 +2,147 +0.7%
UBS Group
11
UBS Group
Switzerland
$50.2M 315,434 +12,164 +4%
LPL Financial
12
LPL Financial
California
$49.3M 310,255 -8,640 -3%
NYLIM
13
New York Life Investment Management
New York
$49M 307,832 +21,060 +7%
Truist Financial
14
Truist Financial
North Carolina
$47.5M 298,792 -18,419 -6%
LIM
15
Leavell Investment Management
Alabama
$46.8M 294,067 +15,872 +6%
CFGS
16
Concourse Financial Group Securities
Alabama
$41.1M 258,731 -33,292 -11%
VFP
17
Verus Financial Partners
Virginia
$39.5M 256,668 -2,292 -0.9%
RJA
18
Raymond James & Associates
Florida
$33.3M 209,647 -64,343 -23%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$31.9M 200,533 +13,301 +7%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$31.5M 198,360 -4,185 -2%
SWRP
21
Summit Wealth & Retirement Planning
California
$30.3M 190,534 -13,163 -6%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$25.4M 159,566 +7,682 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$24.2M 152,188 +2,369 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$23.5M 147,561 +7,377 +5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$23.3M 146,787 +28,081 +24%