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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
UBS Group
Switzerland
$50.1M
4
CAN
Cetera Advisor Networks
California
$8.25M
5
NYLIM
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$196M
4
Truist Financial
Truist Financial
North Carolina
$29.5M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Compass Ion Advisors
Pennsylvania
$249K -$51.1K -386 -17%
MA
227
MAS Advisors
Florida
$245K -$69.4K -524 -22%
CMBA
228
C.M. Bidwell & Associates
Hawaii
$243K -$30.5K -230 -11%
PIA
229
Panoramic Investment Advisors
Colorado
$232K +$232K +1,750 New
LSIA
230
LaSalle St. Investment Advisors
Illinois
$231K +$231K +1,745 New
GSIAS
231
Garden State Investment Advisory Services
New Jersey
$227K +$227K +1,713 New
SAM
232
Smithbridge Asset Management
Pennsylvania
$221K -$5.29K -40 -2%
HNB
233
Huntington National Bank
Ohio
$216K -$237K – –
WFA
234
Wells Financial Advisors
Massachusetts
$207K – – –
MSAM
235
Moloney Securities Asset Management
Missouri
$206K +$206K +1,556 New
AC
236
Avant Capital
Louisiana
$204K +$204K +1,544 New
PA
237
PFG Advisors
Arizona
$202K +$202K +1,525 New
PFG
238
Prosperity Financial Group
California
$202K +$202K +1,522 New
HIM
239
Hanlon Investment Management
New Jersey
$202K +$202K +1,522 New
SWM
240
Spire Wealth Management
Virginia
$178K +$172K +1,300 +3,095%
VF
241
VitalStone Financial
Texas
$177K +$177K +1,333 New
BCMLT
242
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K -$30.2K -228 -15%
OC
243
Oakworth Capital
Alabama
$165K – – –
CAL
244
Capital Advisors Ltd
Ohio
$159K +$159K +1,204 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$149K -$4.36K -33 -3%
CFD
246
Creative Financial Designs
Indiana
$134K -$17.1K -129 -11%
LPIC
247
LeJeune Puetz Investment Counsel
Michigan
$132K – – –
PB
248
Pinnacle Bancorp
Nebraska
$122K – – –
VNIM
249
Vaughan Nelson Investment Management
Texas
$120K – – –
QCG
250
Quadrant Capital Group
Ohio
$119K – – –
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