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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 %
GWM
251
Geneos Wealth Management
Colorado
$118K +$1.99K +15 +2%
IGWM
252
ICA Group Wealth Management
Colorado
$118K +$118K +889 New
OCM
253
Osterweis Capital Management
California
$109K -$103K – –
PGAM
254
Princeton Global Asset Management
New Jersey
$106K – – –
NOI
255
Newton One Investments
Delaware
$105K – – –
DI
256
Disciplined Investments
Oklahoma
$102K -$36.4K -275 -26%
OA
257
Operose Advisors
Wisconsin
$98.1K – – –
RBC
258
Roble Belko & Company
Pennsylvania
$98K -$228K -1,726 -70%
PTC
259
Private Trust Company
Ohio
$88K -$4.61K -35 -5%
IFAM
260
Institutional & Family Asset Management
Colorado
$86.6K – – –
RBC
261
Romano Brothers & Co
Illinois
$75.5K +$75.5K +570 New
JGCM
262
Joseph Group Capital Management
Ohio
$66K +$66K +500 New
GT
263
Glenmede Trust
Pennsylvania
$65.3K +$65.3K +493 New
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$62.9K -$213K -1,608 -77%
S
265
SignatureFD
Georgia
$62.2K +$36.8K +278 +145%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$60.2K -$140K -1,061 -70%
AIC
267
Archer Investment Corporation
Indiana
$54.7K – – –
CIAS
268
Capital Investment Advisory Services
North Carolina
$51.7K +$26.5K +200 +105%
RFA
269
Resurgent Financial Advisors
Georgia
$47.9K +$47.9K +362 New
LFG
270
Larson Financial Group
Missouri
$47K – – –
FCA
271
Fortis Capital Advisors
Kansas
$39.7K +$39.7K +300 New
AF
272
Allworth Financial
California
$39.2K – – –
VCM
273
Vigilant Capital Management
Maine
$38K – – –
MA
274
MCF Advisors
Kentucky
$36.3K +$265 +2 +0.7%
GEA
275
Glen Eagle Advisors
New Jersey
$33.1K – – –
9 10
11
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