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Vanguard Mega Cap Growth ETF

539 hedge funds and large institutions have $6.2B invested in Vanguard Mega Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 150 increasing their positions, 194 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+50
Holders Change %
+10.22%
% of All Funds
8.63%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
91
Increased
150
Reduced
194
Closed
30
Calls
$6.39M
Puts
$1.66M
Net Calls
+$4.72M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
401
Sax Wealth Advisors
New Jersey
$242K +$204 +1 +0.1%
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$239K +$239K +1,167 New
NEPWA
403
New England Private Wealth Advisors
Massachusetts
$239K +$409 +2 +0.2%
NWMG
404
National Wealth Management Group
Ohio
$238K -$23.6K -112 -9%
BHIA
405
Birch Hill Investment Advisors
Massachusetts
$235K +$235K +1,151 New
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$230K +$61.4K +300 +36%
BWM
407
Birchcreek Wealth Management
Ohio
$230K +$230K +1,123 New
GWSG
408
GPS Wealth Strategies Group
Colorado
$228K +$228K +1,117 New
TIA
409
Traphagen Investment Advisors
New Jersey
$228K -$208K -1,016 -48%
HSG
410
Helen Stephens Group
Texas
$226K +$226K +1,103 New
RIA
411
Regal Investment Advisors
Michigan
$225K +$225K +1,100 New
IFWM
412
Institute for Wealth Management
Colorado
$224K +$224K +1,097 New
IWP
413
Icon Wealth Partners
Texas
$224K +$224K +1,095 New
ICP
414
Interchange Capital Partners
Pennsylvania
$224K -$35.6K -174 -14%
Empower Advisory Group
415
Empower Advisory Group
Colorado
$223K +$223K +1,093 New
CIBC World Market
416
CIBC World Market
Ontario, Canada
$223K +$223K +1,090 New
GW
417
GW & Wade
Massachusetts
$220K +$220K +1,078 New
NA
418
Nottingham Advisors
New York
$220K -$112K -550 -34%
PIA
419
Perennial Investment Advisors
California
$219K +$219K +1,072 New
RIA
420
Realta Investment Advisors
Delaware
$217K +$217K +1,061 New
HSA
421
HBK Sorce Advisory
Pennsylvania
$214K -$97.3K -476 -31%
SWA
422
SOA Wealth Advisors
New York
$213K +$16.4K +80 +8%
PG
423
Patten Group
Tennessee
$212K +$212K +1,039 New
XF
424
XML Financial
Maryland
$212K +$212K +1,037 New
PCM
425
Parsons Capital Management
Rhode Island
$212K +$212K +1,035 New