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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

246 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+30
Holders Change %
+13.89%
% of All Funds
4.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
82
Reduced
66
Closed
12
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$35K

Top Buyers

1
VFP
Verus Financial Partners
Virginia
$37M
2
NYLIM
New York Life Investment Management
New York
$23.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.35M
4
CW
CreativeOne Wealth
Kansas
$16.7M
5
LPL Financial
LPL Financial
California
$38.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$21.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.7M
4
LIM
Leavell Investment Management
Alabama
$31M
5
Wells Fargo
Wells Fargo
California
$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
226
Macroview Investment Management
Maryland
$34K +$132 +1 +0.4%
AWM
227
AllSquare Wealth Management
New York
$34K +$24K +180 +240%
ZC
228
Zeit Capital
Colorado
$34K +$34K +258 New
IAIM
229
International Assets Investment Management
Florida
$32K +$32K +237 New
PWM
230
Perigon Wealth Management
California
$32K +$32K +238 New
AWM
231
Accel Wealth Management
Iowa
$31K +$31K +230 New
AWA
232
Arkadios Wealth Advisors
Georgia
$29K +$29K +219 New
RIM
233
Rockbridge Investment Management
New York
$28K – – –
MA
234
MCF Advisors
Kentucky
$28K +$135 +1 +0.5%
TCM
235
TD Capital Management
Tennessee
$27K +$132 +1 +0.5%
S
236
SignatureFD
Georgia
$26K -$17.9K -132 -41%
CIAS
237
Capital Investment Advisory Services
North Carolina
$25K +$25K +187 New
BWA
238
BDO Wealth Advisors
Florida
$17K -$2.61K -19 -13%
MCC
239
Money Concepts Capital
Florida
$17K +$17K +130 New
FWM
240
ForthRight Wealth Management
Georgia
$14K +$14K +102 New
CG
241
Cutler Group
California
$13K – – –
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K – – –
ME
243
McIlrath & Eck
Washington
$9K – – –
SIS
244
Sound Income Strategies
Florida
$7K – – –
AssetMark Inc
245
AssetMark Inc
California
$6K +$1.3K +10 +28%
BlackRock
246
BlackRock
New York
$3K – – –
HighTower Advisors
247
HighTower Advisors
Illinois
– -$2.56M -21,372 Closed
PS
248
Portfolio Solutions
Michigan
– -$2.52M -20,989 Closed
SMC
249
Smith, Moore & Co
Missouri
– -$295K -2,462 Closed
MW
250
Marcum Wealth
Ohio
– -$264K -2,200 Closed
7 8 9
10
11