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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

267 hedge funds and large institutions have $1.87B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
24
Increased
93
Reduced
79
Closed
11
Calls
$587K
Puts
$761K
Net Calls
-$174K
Net Calls Change
-$1.02M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$18.7M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$16.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.76M
4
RJA
Raymond James & Associates
Florida
+$4.4M
5
CW
CreativeOne Wealth
Kansas
+$3.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$32.9M
2
GEM
Global Endowment Management
North Carolina
-$28.3M
3
MWM
Merriman Wealth Management
Washington
-$18.7M
4
HWA
Heartwood Wealth Advisors
Virginia
-$18.3M
5
Creative Planning
Creative Planning
Kansas
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NOI
226
Newton One Investments
Delaware
$120K +$761 +5 +0.6%
JPLA
227
Joseph P. Lucia & Associates
New York
$119K – – –
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$111K +$305 +2 +0.3%
SC
229
Steph & Co
Wisconsin
$103K +$103K +675 New
CAAS
230
Capital Asset Advisory Services
Michigan
$100K – – –
William Blair & Company
231
William Blair & Company
Illinois
$94K – – –
BCA
232
Berman Capital Advisors
Georgia
$76K – – –
VNA
233
Valley National Advisers
Pennsylvania
$75K – – –
CIAS
234
Capital Investment Advisory Services
North Carolina
$74K +$45.6K +301 +161%
CI
235
CX Institutional
Indiana
$66K -$2.38M -15,652 -97%
JCM
236
Jacobi Capital Management
Pennsylvania
$62K +$152 +1 +0.2%
LFG
237
Larson Financial Group
Missouri
$54K – – –
SB
238
Strategic Blueprint
Georgia
$53K +$53K +345 New
BFEC
239
Benjamin F. Edwards & Company
Missouri
$51K – – –
GEA
240
Glen Eagle Advisors
New Jersey
$49.5K – – –
AF
241
Allworth Financial
California
$46K +$154 +1 +0.3%
JWBC
242
John W. Brooker & Co
California
$43K – – –
MA
243
MCF Advisors
Kentucky
$41K +$9.26K +61 +29%
MIM
244
Macroview Investment Management
Maryland
$40K +$308 +2 +0.8%
AWM
245
AllSquare Wealth Management
New York
$39K – – –
ZC
246
Zeit Capital
Colorado
$39K – – –
AWM
247
Accel Wealth Management
Iowa
$35K – – –
HWA
248
HHM Wealth Advisors
Tennessee
$32K – – –
RIM
249
Rockbridge Investment Management
New York
$32K – – –
TCM
250
TD Capital Management
Tennessee
$31K +$150 +1 +0.5%
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