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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

290 hedge funds and large institutions have $1.65B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
26
Increased
95
Reduced
102
Closed
33
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$1.64M

Top Buyers

1
FA
1
FDx Advisors
Illinois
$18.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65M
3
IC
3
IEQ Capital
California
$13.9M
4
SS
4
Simplicity Solutions
Minnesota
$10.4M
5
NYLIM
5
New York Life Investment Management
New York
$48.7M

Top Sellers

1
MGIA
1
Moneta Group Investment Advisors
Missouri
$4.95M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$7.98M
3
Bank of America
3
Bank of America
North Carolina
$214M
4
RJA
4
Raymond James & Associates
Florida
$16.6M
5
AWM
5
AE Wealth Management
Kansas
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Avior Wealth Management
Nebraska
$11K +$11K +85 New
WWP
277
WR Wealth Planners
Missouri
$10.9K +$10.9K +83 New
BTI
278
Blue Trust Inc
Georgia
$10K +$10K +62 New
BWA
279
BDO Wealth Advisors
Florida
$8K – – –
GRP
280
Global Retirement Partners
California
$8K – – –
JFGIW
281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
SIS
282
Sound Income Strategies
Florida
$7K – – –
DWP
283
Destiny Wealth Partners
Florida
$6K +$6K +42 New
SWM
284
Spire Wealth Management
Virginia
$5K +$119 +1 +2%
CFO
285
CVA Family Office
Colorado
$3K – – –
HCP
286
Hexagon Capital Partners
Arkansas
$2K +$111 +1 +6%
BEI
287
Benjamin Edwards Inc
Missouri
$2K +$2K +13 New
RIM
288
Rockbridge Investment Management
New York
$1.45K -$26.2K -199 -95%
BRWM
289
B. Riley Wealth Management
Tennessee
$322 -$301 -2,289 -48%
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$143 +$100 +700 +233%
RDIA
291
RE Dickinson Investment Advisors
Iowa
$5 – – –
VA
292
Valmark Advisers
Ohio
– -$3.21M -20,178 Closed
FIA
293
Foundations Investment Advisors
Arizona
– -$1.79M -11,666 Closed
SB
294
Strategic Blueprint
Georgia
– -$1.07M -6,749 Closed
SNB
295
Security National Bank
Nebraska
– -$835K -5,249 Closed
EVM
296
Eaton Vance Management
Massachusetts
– -$668K -4,200 Closed
AssetMark Inc
297
AssetMark Inc
California
– -$591K -3,716 Closed
OCM
298
Orser Capital Management
Texas
– -$418K -2,630 Closed
WAP
299
Wealthcare Advisory Partners
Pennsylvania
– -$306K -1,922 Closed
CAM
300
Cresset Asset Management
Illinois
– -$266K -1,669 Closed
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12
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