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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

279 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
4.9%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
24
Increased
88
Reduced
71
Closed
10
Calls
$385K
Puts
$655K
Net Calls
-$270K
Net Calls Change
-$96K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$21.8M
2
Truist Financial
Truist Financial
North Carolina
+$20.8M
3
GM
GeoWealth Management
Illinois
+$18.8M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$17.7M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$16M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$9.39M
4
BDF
Black Diamond Financial
Maryland
-$8.82M
5
CFGS
Concourse Financial Group Securities
Alabama
-$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$41K +$10.7K +71 +36%
MIM
252
Macroview Investment Management
Maryland
$40K – – –
AWM
253
AllSquare Wealth Management
New York
$39K – – –
ZC
254
Zeit Capital
Colorado
$39K – – –
AWM
255
Accel Wealth Management
Iowa
$35K – – –
HWA
256
HHM Wealth Advisors
Tennessee
$32K – – –
RIM
257
Rockbridge Investment Management
New York
$32K – – –
TCM
258
TD Capital Management
Tennessee
$31K – – –
SIM
259
Sonora Investment Management
Arizona
$30K +$30K +200 New
S
260
SignatureFD
Georgia
$29K – – –
AWA
261
Arkadios Wealth Advisors
Georgia
$29K – – –
JWBC
262
John W. Brooker & Co
California
$28K -$15.4K -100 -35%
WWM
263
Wagner Wealth Management
South Carolina
$25K – – –
Barclays
264
Barclays
United Kingdom
$22K +$2.1K +14 +11%
TCWM
265
Total Clarity Wealth Management
Illinois
$21K +$21K +135 New
JWM
266
Jackson Wealth Management
Florida
$20K -$2.16K -3,020 -10%
GI
267
Gradient Investments
Minnesota
$14K +$14K +93 New
Simplex Trading
268
Simplex Trading
Illinois
$10K – – –
ME
269
McIlrath & Eck
Washington
$10K – – –
BWA
270
BDO Wealth Advisors
Florida
$9K – – –
GRP
271
Global Retirement Partners
California
$9K – – –
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
SIS
273
Sound Income Strategies
Florida
$8K – – –
SWM
274
Spire Wealth Management
Virginia
$7K – – –
RPCA
275
Running Point Capital Advisors
California
$6K – – –
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