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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

301 hedge funds and large institutions have $2.15B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+22
Holders Change %
+7.89%
% of All Funds
4.65%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
52
Increased
100
Reduced
80
Closed
21
Calls
–
Puts
$2.62M
Net Calls
-$2.62M
Net Calls Change
-$2.35M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$32.5M
2
BDF
Black Diamond Financial
Maryland
$19M
3
FTS
Fifth Third Securities
Ohio
$7.2M
4
AWM
AE Wealth Management
Kansas
$12.4M
5
Ameriprise
Ameriprise
Minnesota
$58.8M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$116M
2
MGIA
Moneta Group Investment Advisors
Missouri
$5.4M
3
KAS
Kestra Advisory Services
Texas
$1.84M
4
CW
CreativeOne Wealth
Kansas
$19.7M
5
GM
GeoWealth Management
Illinois
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
226
Forum Financial Management
Illinois
$248K +$248K +1,477 New
BPA
227
Beacon Pointe Advisors
California
$248K +$248K +1,478 New
PCA
228
Personal Capital Advisors
California
$247K +$247K +1,469 New
CS
229
Comerica Securities
Michigan
$246K +$1.51K +9 +0.6%
CAM
230
Cresset Asset Management
Illinois
$244K +$244K +1,450 New
NA
231
NewEdge Advisors
Louisiana
$242K +$242K +1,435 New
TW
232
TrinityPoint Wealth
Connecticut
$240K -$20.6K -123 -8%
BFG
233
Berger Financial Group
Minnesota
$233K +$233K +1,388 New
RS
234
Retirement Solution
Washington
$231K – – –
HSWM
235
Hubbell Strickland Wealth Management
Louisiana
$231K +$1.52K +9 +0.7%
IFWM
236
Institute for Wealth Management
Colorado
$227K -$16.8K -100 -7%
CC
237
Cassaday & Co
Virginia
$223K – – –
NWM
238
NEIRG Wealth Management
Massachusetts
$223K +$223K +1,325 New
WP
239
WealthSource Partners
California
$222K +$222K +1,319 New
MSA
240
Marino Stram & Associates
Massachusetts
$219K +$219K +1,301 New
DI
241
Disciplined Investments
Oklahoma
$212K -$19.1K -114 -8%
OBWG
242
Onyx Bridge Wealth Group
New York
$209K +$209K +1,233 New
Neuberger Berman Group
243
Neuberger Berman Group
New York
$209K +$209K +1,242 New
PP
244
PDS Planning
Ohio
$206K +$206K +1,226 New
Betterment LLC
245
Betterment LLC
New York
$203K +$203K +1,207 New
ECG
246
Edge Capital Group
Georgia
$200K +$200K +1,190 New
MCC
247
Money Concepts Capital
Florida
$189K +$189K +1,123 New
PB
248
Pinnacle Bancorp
Nebraska
$164K – – –
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$160K +$160K +954 New
CFD
250
Creative Financial Designs
Indiana
$154K -$3.53K -21 -2%
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