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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 %
VNIM
251
Vaughan Nelson Investment Management
Texas
$152K – – –
QCG
252
Quadrant Capital Group
Ohio
$151K -$505 -3 -0.3%
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K – – –
PGAM
254
Princeton Global Asset Management
New Jersey
$134K -$83.8K -500 -38%
NOI
255
Newton One Investments
Delaware
$133K +$1.01K +6 +0.8%
RBC
256
Roble Belko & Company
Pennsylvania
$130K – – –
IFAM
257
Institutional & Family Asset Management
Colorado
$129K – – –
OA
258
Operose Advisors
Wisconsin
$125K +$125K +741 New
SC
259
Steph & Co
Wisconsin
$113K – – –
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$84K +$84K +500 New
VNA
261
Valley National Advisers
Pennsylvania
$83K – – –
CIAS
262
Capital Investment Advisory Services
North Carolina
$82K +$168 +1 +0.2%
AIC
263
Archer Investment Corporation
Indiana
$69.4K – – –
IA
264
IFP Advisors
Florida
$64K +$59K +353 +1,177%
FFWM
265
Future Financial Wealth Management
Ohio
$61K +$61K +360 New
LFG
266
Larson Financial Group
Missouri
$60K – – –
BFEC
267
Benjamin F. Edwards & Company
Missouri
$56K – – –
AF
268
Allworth Financial
California
$51K +$339 +2 +0.7%
MIM
269
Macroview Investment Management
Maryland
$44K +$169 +1 +0.4%
ZC
270
Zeit Capital
Colorado
$43K – – –
AWM
271
AllSquare Wealth Management
New York
$43K – – –
LAS
272
Lloyd Advisory Services
Georgia
$43K +$43K +258 New
GEA
273
Glen Eagle Advisors
New Jersey
$42K -$12.6K -75 -23%
CWS
274
Confluence Wealth Services
Pennsylvania
$42K +$42K +250 New
AWM
275
Accel Wealth Management
Iowa
$39K – – –
9 10
11
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