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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

321 hedge funds and large institutions have $1.92B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 20 closing their positions.

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
5.06%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
39
Increased
103
Reduced
96
Closed
20
Calls
$2.15M
Puts
$422K
Net Calls
+$1.72M
Net Calls Change
+$1.51M

Top Buyers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$16.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.1M
3
Bank of America
3
Bank of America
North Carolina
$239M
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$8.55M
5
Truist Financial
5
Truist Financial
North Carolina
$36.9M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.1M
3
FA
3
FDx Advisors
Illinois
$1.7M
4
PMG
4
ProVise Management Group
Florida
$18.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
251
PDS Planning
Ohio
$231K 1,477 +1 +0.1%
AC
252
Avant Capital
Louisiana
$231K 1,475 +3 +0.2%
SWA
253
SFMG Wealth Advisors
Texas
$227K 1,452 – –
BFG
254
Berger Financial Group
Minnesota
$219K 1,402 +2 +0.1%
RS
255
Retirement Solution
Washington
$219K 1,402 +1,402 New
HSWM
256
Hubbell Strickland Wealth Management
Louisiana
$209K 1,336 +1,336 New
NWM
257
NEIRG Wealth Management
Massachusetts
$208K 1,330 +1,330 New
IWC
258
Integrated Wealth Concepts
Massachusetts
$206K 1,320 +1,320 New
MSA
259
Marino Stram & Associates
Massachusetts
$204K 1,301 +1,301 New
FAIM
260
Financial Advocates Investment Management
Washington
$203K 1,297 -3,674 -74%
AWA
261
Arete Wealth Advisors
Illinois
$202K 1,291 +1,291 New
MWM
262
Modera Wealth Management
New Jersey
$201K 1,287 +1,287 New
EBT
263
Enterprise Bank & Trust
Massachusetts
$201K 1,285 +1,285 New
OC
264
Oakworth Capital
Alabama
$195K 1,247 – –
WFA
265
Wells Financial Advisors
Massachusetts
$190K 1,217 -150 -11%
CAL
266
Capital Advisors Ltd
Ohio
$188K 1,204 – –
CFD
267
Creative Financial Designs
Indiana
$163K 1,042 +30 +3%
VF
268
VitalStone Financial
Texas
$148K 1,040 -20,203 -95%
PB
269
Pinnacle Bancorp
Nebraska
$144K 923 – –
GWM
270
Geneos Wealth Management
Colorado
$141K 899 +3 +0.3%
OCM
271
Osterweis Capital Management
California
– – – –
IGWM
272
ICA Group Wealth Management
Colorado
$139K 889 – –
BCMLT
273
Beacon Capital Management LLC (Tennessee)
Tennessee
$138K 882 -393 -31%
PGAM
274
Princeton Global Asset Management
New Jersey
$125K 800 – –
NOI
275
Newton One Investments
Delaware
$125K 799 +3 +0.4%
9 10
11
12 13