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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

325 hedge funds and large institutions have $1.89B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
5.18%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
114
Reduced
101
Closed
24
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$146K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.1M
2
EFG
Ethos Financial Group
Pennsylvania
$6.48M
3
BFG
Buttonwood Financial Group
Missouri
$5.99M
4
Ameriprise
Ameriprise
Minnesota
$63.7M
5
AC
Apella Capital
Connecticut
$23.3M

Top Sellers

1
EWA
EP Wealth Advisors
California
$258K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.3M
3
Bank of America
Bank of America
North Carolina
$226M
4
Goldman Sachs
Goldman Sachs
New York
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSIA
251
LaSalle St. Investment Advisors
Illinois
$247K +$247K +1,627 New
CA
252
CGN Advisors
Kansas
$242K +$242K +1,593 New
HNB
253
Huntington National Bank
Ohio
$240K -$350K – –
PP
254
PDS Planning
Ohio
$239K +$14.7K +97 +7%
MSAM
255
Moloney Securities Asset Management
Missouri
$236K – – –
Fisher Asset Management
256
Fisher Asset Management
Washington
$232K -$66.4K -437 -22%
AF
257
Advisornet Financial
Minnesota
$231K -$304 -2 -0.1%
Northern Trust
258
Northern Trust
Illinois
$229K +$229K +1,509 New
PIA
259
Panoramic Investment Advisors
Colorado
$228K +$228K +1,500 New
NA
260
NewEdge Advisors
Louisiana
$227K -$18.2K -120 -7%
PFG
261
Prosperity Financial Group
California
$226K +$1.22K +8 +0.5%
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
$225K – – –
AC
263
Avant Capital
Louisiana
$224K +$304 +2 +0.1%
CAL
264
Capital Advisors Ltd
Ohio
$224K +$40.9K +269 +22%
RS
265
Retirement Solution
Washington
$220K +$7.29K +48 +3%
MAM
266
MWA Asset Management
Massachusetts
$216K +$216K +1,422 New
BFG
267
Berger Financial Group
Minnesota
$213K +$304 +2 +0.1%
CW
268
Connectus Wealth
Ohio
$203K +$203K +1,335 New
MOS
269
MGO One Seven
Ohio
$202K +$202K +1,331 New
IWC
270
Integrated Wealth Concepts
Massachusetts
$201K – – –
OC
271
Oakworth Capital
Alabama
$189K – – –
WFA
272
Wells Financial Advisors
Massachusetts
$185K – – –
CFD
273
Creative Financial Designs
Indiana
$183K +$24.8K +163 +16%
VF
274
VitalStone Financial
Texas
$158K -$6.32K -40 -4%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$154K -$376K -2,483 -71%
9 10
11
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