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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
UBS Group
Switzerland
$50.1M
4
CAN
Cetera Advisor Networks
California
$8.25M
5
NYLIM
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$196M
4
Truist Financial
Truist Financial
North Carolina
$29.5M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Win Advisors
Florida
$31.4K – – –
AWM
277
Accel Wealth Management
Iowa
$30.5K – – –
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$28.1K +$28.1K +212 New
AWM
279
AllSquare Wealth Management
New York
$27.8K – – –
HWA
280
HHM Wealth Advisors
Tennessee
$27.8K – – –
TCOV
281
Trust Company of Vermont
Vermont
$26.7K – – –
CPG
282
Cornerstone Planning Group
New Jersey
$25.9K +$25.9K +193 New
TWC
283
TD Waterhouse Canada
Ontario, Canada
$24.5K – – –
MIA
284
Milestone Investment Advisors
Wisconsin
$23.3K +$23.3K +176 New
FFA
285
Farther Finance Advisors
California
$22.8K +$22.8K +172 New
MSCM
286
McElhenny Sheffield Capital Management
Texas
$16.8K -$289K -2,185 -95%
GI
287
Gradient Investments
Minnesota
$15K – – –
BlackRock
288
BlackRock
New York
$14.6K -$264 -2 -2%
MFT
289
Moisand Fitzgerald Tamayo
Florida
$13.2K – – –
CSB
290
City State Bank
Iowa
$13K – – –
AWM
291
Avior Wealth Management
Nebraska
$12.6K +$1.32K +10 +12%
WWP
292
WR Wealth Planners
Missouri
$11K – – –
BWA
293
BDO Wealth Advisors
Florida
$8.02K +$132 +1 +2%
BTI
294
Blue Trust Inc
Georgia
$8K – – –
GRP
295
Global Retirement Partners
California
$7.94K – – –
FA
296
Fortis Advisors
Pennsylvania
$7.28K -$741K -5,596 -99%
PAG
297
Private Advisor Group
New Jersey
$6.74K -$231 -1,748 -3%
SIS
298
Sound Income Strategies
Florida
$6.62K – – –
DWP
299
Destiny Wealth Partners
Florida
$5.56K – – –
RDIA
300
RE Dickinson Investment Advisors
Iowa
$5K – – –
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12
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