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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
One Capital Management
California
$30.8M
2
NYLIM
New York Life Investment Management
New York
$102M
3
AC
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.9M
5
GM
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.1M
5
SFS
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$530K +$168K +899 +46%
C1AG
227
Client 1st Advisory Group
Florida
$528K -$10.5K -56 -2%
AAS
228
Ameritas Advisory Services
Nebraska
$525K -$39.7K -216 -7%
IWC
229
Integrated Wealth Concepts
Massachusetts
$519K +$17.6K +94 +4%
AWM
230
AE Wealth Management
Kansas
$518K -$5.24M -28,038 -91%
SSB
231
Sandy Spring Bank
Maryland
$517K -$25.4K -136 -5%
SWP
232
Stratos Wealth Partners
Ohio
$501K -$92.9K -497 -16%
FPGK
233
Financial Partners Group (Kansas)
Kansas
$493K +$14K +75 +3%
FCA
234
FLC Capital Advisors
California
$491K – – –
CF
235
Centaurus Financial
California
$490K +$65.8K +352 +15%
SMC
236
Smith, Moore & Co
Missouri
$485K +$25K +134 +5%
FSWA
237
Financial Synergies Wealth Advisors
Texas
$482K -$24.1K -129 -5%
ASN
238
Advisory Services Network
Georgia
$479K +$40.4K +216 +9%
PFA
239
Pathway Financial Advisors
Vermont
$477K – – –
PSF
240
Pacific Sun Financial
California
$477K – – –
B
241
Bailard
California
$476K +$476K +2,547 New
CJ
242
Caitlin John
Michigan
$473K -$6.17K -33 -1%
CP
243
Capital Planning
Washington
$468K – – –
WCAMG
244
Woodard & Company Asset Management Group
North Carolina
$466K -$706K -3,778 -60%
NRC
245
New Republic Capital
North Carolina
$466K – – –
MWA
246
Meridian Wealth Advisors
Texas
$465K – – –
PCM
247
Parsons Capital Management
Rhode Island
$463K +$34.6K +185 +8%
RWP
248
RWA Wealth Partners
Massachusetts
$449K – – –
BWA
249
BCU Wealth Advisors
Illinois
$444K +$748 +4 +0.2%
MMPW
250
Mitchell McLeod Pugh & Williams
Alabama
$435K -$14.8K -79 -3%
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