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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

375 hedge funds and large institutions have $2.47B invested in Vanguard Mega Cap 300 Index ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 96 reducing their positions, and 14 closing their positions.

Holders
375
Holders Change
+50
Holders Change %
+15.38%
% of All Funds
5.5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
68
Increased
127
Reduced
96
Closed
14
Calls
$1.87M
Puts
–
Net Calls
+$1.87M
Net Calls Change
+$1K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.4M
3
AC
3
Apella Capital
Connecticut
$41.8M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$15M
5
Truist Financial
5
Truist Financial
North Carolina
$55.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
EFG
2
Ethos Financial Group
Pennsylvania
$0
3
CFGS
3
Concourse Financial Group Securities
Alabama
$35M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
CB
5
Cadence Bank
Mississippi
$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$351K +$22K +130 +7%
BFG
252
Berger Financial Group
Minnesota
$347K +$109K +646 +46%
PCA
253
Prosperity Capital Advisors
Ohio
$346K +$346K +2,046 New
IFWM
254
Institute for Wealth Management
Colorado
$346K +$14.2K +84 +4%
BBHC
255
Brown Brothers Harriman & Co
New York
$342K – – –
SC
256
Syon Capital
California
$339K +$339K +2,000 New
FA
257
Flagstar Advisors
New York
$338K -$39.1K -231 -10%
FFN
258
Focus Financial Network
Minnesota
$333K +$333K +1,967 New
BAM
259
Belpointe Asset Management
Nevada
$327K – – –
RCAG
260
Rehmann Capital Advisory Group
Michigan
$325K -$224K -1,322 -41%
BCM
261
Brookstone Capital Management
Illinois
$324K -$34.2K -202 -10%
CCWM
262
Cassaday & Co Wealth Management
Virginia
$318K +$27.1K +160 +9%
WC
263
Waterloo Capital
Texas
$317K +$317K +1,873 New
VBWMG
264
Von Berge Wealth Management Group
California
$317K +$341 +2 +0.1%
RFC
265
Regions Financial Corp
Alabama
$316K – – –
CMBA
266
C.M. Bidwell & Associates
Hawaii
$311K – – –
AWM
267
Accurate Wealth Management
Florida
$308K -$46.5K -273 -13%
CIA
268
Compass Ion Advisors
Pennsylvania
$307K +$10.7K +63 +4%
EL
269
EWA LLC
Pennsylvania
$303K +$1.24K +7 +0.4%
IA
270
IFP Advisors
Florida
$299K -$35.9K -212 -11%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$296K +$18.6K +110 +7%
William Blair & Company
272
William Blair & Company
Illinois
$295K -$62.1K -367 -17%
DI
273
DFPG Investments
Utah
$294K -$13.7K -82 -4%
JWA
274
JFS Wealth Advisors
Pennsylvania
$290K +$290K +1,714 New
FAIM
275
Financial Advocates Investment Management
Washington
$281K +$750 +5 +0.3%
9 10
11
12 13