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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.1M
2
EFG
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
Ameriprise
Minnesota
$63.7M
5
AC
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
Bank of America
North Carolina
$226M
4
Goldman Sachs
Goldman Sachs
New York
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
226
Parsons Capital Management
Rhode Island
$330K +$330K +2,170 New
SIM
227
Stratos Investment Management
Ohio
$329K – – –
AWM
228
Accurate Wealth Management
Florida
$323K -$334K -2,152 -51%
BCM
229
Brookstone Capital Management
Illinois
$322K +$30.7K +202 +11%
William Blair & Company
230
William Blair & Company
Illinois
$320K -$13.7K -90 -4%
ACI
231
Alpha Cubed Investments
California
$310K – – –
IA
232
IFP Advisors
Florida
$308K +$193K +1,238 +167%
BBHC
233
Brown Brothers Harriman & Co
New York
$307K – – –
IFWM
234
Institute for Wealth Management
Colorado
$298K -$759 -5 -0.3%
PTC
235
Private Trust Company
Ohio
$295K +$53.5K +352 +22%
BAM
236
Belpointe Asset Management
Nevada
$294K -$9.57K -63 -3%
DI
237
DFPG Investments
Utah
$286K -$67.9K -437 -19%
RFC
238
Regions Financial Corp
Alabama
$283K – – –
VBWMG
239
Von Berge Wealth Management Group
California
$282K +$304 +2 +0.1%
CMBA
240
C.M. Bidwell & Associates
Hawaii
$279K – – –
Comerica Bank
241
Comerica Bank
Texas
$279K +$279K +1,837 New
EL
242
EWA LLC
Pennsylvania
$268K +$13.6K +86 +5%
CIA
243
Compass Ion Advisors
Pennsylvania
$266K +$911 +6 +0.3%
EFS
244
Essex Financial Services
Connecticut
$264K +$6.83K +45 +3%
CCWM
245
Cassaday & Co Wealth Management
Virginia
$261K +$261K +1,716 New
EWA
246
EP Wealth Advisors
California
$258K -$89.8M -591,214 -100%
FAIM
247
Financial Advocates Investment Management
Washington
$254K +$77.8K +573 +44%
BWA
248
Bordeaux Wealth Advisors
California
$253K +$253K +1,668 New
GSIAS
249
Garden State Investment Advisory Services
New Jersey
$251K -$9.11K -60 -4%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$249K – – –
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