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Vanguard Mega Cap 300 Index ETF

305 hedge funds and large institutions have $1.78B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
305
Holders Change
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
32
Increased
92
Reduced
100
Closed
26
Calls
$1.09M
Puts
$873K
Net Calls
+$217K
Net Calls Change
-$220K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$208M 1,450,684 -26,334 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$86.2M 602,128 -14,582 -2%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$77.2M 539,597 +6,791 +1%
Morgan Stanley
4
Morgan Stanley
New York
$71.2M 497,491 -41 -0%
CB
5
Cadence Bank
Mississippi
$63.5M 443,849 -7,767 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$59.7M 416,833 +1,130 +0.3%
NYLIM
7
New York Life Investment Management
New York
$59.4M 415,045 -55,154 -12%
Ameriprise
8
Ameriprise
Minnesota
$54.1M 378,285 -74,673 -16%
UBS Group
9
UBS Group
Switzerland
$53.7M 375,072 -3,689 -1%
Wells Fargo
10
Wells Fargo
California
$49.7M 347,315 +22,658 +7%
LIM
11
Leavell Investment Management
Alabama
$48.4M 337,939 +36,599 +12%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$45.2M 315,904 +110,273 +54%
EWA
13
EP Wealth Advisors
California
$44.7M 210,837 +210,837 New
GEM
14
Global Endowment Management
North Carolina
$44.5M 310,536
LPL Financial
15
LPL Financial
California
$42M 293,188 +4,742 +2%
CFGS
16
Concourse Financial Group Securities
Alabama
$33.6M 234,514 -16,125 -6%
VFP
17
Verus Financial Partners
Virginia
$33M 232,218 -3,126 -1%
BCI
18
Brinker Capital Investments
Pennsylvania
$29M 202,898 +1,466 +0.7%
OPS
19
Orion Portfolio Solutions
Nebraska
$29M 202,898 +197,690 +3,796%
Truist Financial
20
Truist Financial
North Carolina
$26.4M 184,375 -38,088 -17%
SWRP
21
Summit Wealth & Retirement Planning
California
$26.3M 183,703 +2,980 +2%
IC
22
IEQ Capital
California
$25M 174,875 +55,890 +47%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$24.3M 170,104 -7,633 -4%
PMG
24
ProVise Management Group
Florida
$23.2M 162,225 -6,468 -4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$19.4M 135,694 -15,054 -10%