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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

257 hedge funds and large institutions have $1.8B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+11
Holders Change %
+4.47%
% of All Funds
4.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
28
Increased
96
Reduced
69
Closed
16
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$626K

Top Buyers

1
GEM
Global Endowment Management
North Carolina
$213M
2
MWM
Merriman Wealth Management
Washington
$17.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.5M
4
AWM
AE Wealth Management
Kansas
$9.77M
5
SG
StoneX Group
New York
$11.5M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$383K
2
KP
Keel Point
Alabama
$23.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$13M
4
Bank of America
Bank of America
North Carolina
$247M
5
CI
CX Institutional
Indiana
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
226
Larson Financial Group
Missouri
$50K – – –
BFEC
227
Benjamin F. Edwards & Company
Missouri
$47K +$4.53K +32 +11%
GEA
228
Glen Eagle Advisors
New Jersey
$45.6K – – –
AF
229
Allworth Financial
California
$42K +$141 +1 +0.3%
JWBC
230
John W. Brooker & Co
California
$40K – – –
MIM
231
Macroview Investment Management
Maryland
$36K – – –
AWM
232
AllSquare Wealth Management
New York
$36K – – –
ZC
233
Zeit Capital
Colorado
$36K – – –
AWM
234
Accel Wealth Management
Iowa
$32K – – –
RIM
235
Rockbridge Investment Management
New York
$29K – – –
MA
236
MCF Advisors
Kentucky
$29K +$139 +1 +0.5%
TCM
237
TD Capital Management
Tennessee
$29K +$141 +1 +0.5%
HWA
238
HHM Wealth Advisors
Tennessee
$29K +$29K +210 New
FHA
239
First Horizon Advisors
Tennessee
$28K +$28K +200 New
S
240
SignatureFD
Georgia
$27K – – –
LAS
241
Lloyd Advisory Services
Georgia
$27K +$27K +189 New
CIAS
242
Capital Investment Advisory Services
North Carolina
$26K – – –
WWM
243
Wagner Wealth Management
South Carolina
$21K +$21K +152 New
AssetMark Inc
244
AssetMark Inc
California
$19K +$12.5K +88 +191%
MCC
245
Money Concepts Capital
Florida
$18K – – –
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13K – – –
SWM
247
Spire Wealth Management
Virginia
$13K +$13K +94 New
BWA
248
BDO Wealth Advisors
Florida
$11K -$6.27K -45 -36%
CFD
249
Creative Financial Designs
Indiana
$10K +$10K +70 New
ME
250
McIlrath & Eck
Washington
$9K – – –
7 8 9
10
11