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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

407 hedge funds and large institutions have $2.65B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+32
Holders Change %
+8.53%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
54
Increased
134
Reduced
117
Closed
16
Calls
$1.82M
Puts
–
Net Calls
+$1.82M
Net Calls Change
-$51K

Top Buyers

1
OCM
1
One Capital Management
California
$30.8M
2
NYLIM
2
New York Life Investment Management
New York
$102M
3
AC
3
Apella Capital
Connecticut
$59.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.9M
5
GM
5
GeoWealth Management
Illinois
$19.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$82.4M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
SFS
5
Security Financial Services
Indiana
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
USB
251
Union Savings Bank
Connecticut
$435K – – –
AF
252
Apollon Financial
South Carolina
$432K – – –
RWA
253
River Wealth Advisors
Pennsylvania
$432K – – –
FPF
254
First Pacific Financial
Washington
$431K – – –
MCM
255
MAI Capital Management
Ohio
$431K -$2.62K -14 -0.6%
JIC
256
Joel Isaacson & Co
New York
$430K +$1.12K +6 +0.3%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$428K -$31.4K -168 -7%
HTC
258
Haverford Trust Company
Pennsylvania
$424K – – –
FA
259
Flagstar Advisors
New York
$422K +$49.7K +266 +13%
FRA
260
Front Row Advisors
California
$422K – – –
Comerica Bank
261
Comerica Bank
Texas
$418K +$2.43K +13 +0.6%
SIAS
262
Summit Investment Advisory Services
Minnesota
$408K – – –
SIM
263
Stratos Investment Management
Ohio
$405K – – –
CCWM
264
Cassaday & Co Wealth Management
Virginia
$389K +$38.7K +207 +11%
BFG
265
Berger Financial Group
Minnesota
$383K +$374 +2 +0.1%
PTC
266
Private Trust Company
Ohio
$381K -$7.1K -38 -2%
BBHC
267
Brown Brothers Harriman & Co
New York
$378K – – –
FFN
268
Focus Financial Network
Minnesota
$368K +$15.8K +88 +4%
EWA
269
EP Wealth Advisors
California
$363K +$134K +716 +58%
IWM
270
Iams Wealth Management
Nebraska
$363K +$363K +2,001 New
Fisher Asset Management
271
Fisher Asset Management
Washington
$360K +$61.7K +330 +21%
AssetMark Inc
272
AssetMark Inc
California
$360K +$355K +1,899 +7,304%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$359K – – –
CCAL
274
City Center Advisors LLC
Michigan
$358K +$358K +1,915 New
FEM
275
Fulcrum Equity Management
Texas
$357K +$357K +1,910 New
9 10
11
12 13