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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 %
TRCT
276
Tower Research Capital (TRC)
New York
$151K -$804K -5,291 -84%
PB
277
Pinnacle Bancorp
Nebraska
$140K – – –
BCMLT
278
Beacon Capital Management LLC (Tennessee)
Tennessee
$138K – – –
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$137K +$51.9K +325 +61%
GWM
280
Geneos Wealth Management
Colorado
$137K +$607 +4 +0.4%
OCM
281
Osterweis Capital Management
California
$135K -$139K – –
SL
282
Salomon & Ludwin
Virginia
$131K +$131K +861 New
Qube Research & Technologies (QRT)
283
Qube Research & Technologies (QRT)
United Kingdom
$122K +$122K +804 New
PGAM
284
Princeton Global Asset Management
New Jersey
$121K – – –
NOI
285
Newton One Investments
Delaware
$121K – – –
RBC
286
Roble Belko & Company
Pennsylvania
$113K – – –
OA
287
Operose Advisors
Wisconsin
$113K – – –
AAG
288
Armstrong Advisory Group
Massachusetts
$109K +$109K +720 New
CSPIA
289
Cary Street Partners Investment Advisory
Virginia
$101K -$16.4K -108 -14%
IFAM
290
Institutional & Family Asset Management
Colorado
$99.3K – – –
VNIM
291
Vaughan Nelson Investment Management
Texas
$88K – – –
GRP
292
Global Retirement Partners
California
$82.3K +$31K +205 +60%
NCM
293
Northwest Capital Management
Oregon
$77.9K – – –
GEA
294
Glen Eagle Advisors
New Jersey
$72.9K – – –
S
295
SignatureFD
Georgia
$64.5K – – –
CIAS
296
Capital Investment Advisory Services
North Carolina
$62.8K +$3.04K +20 +5%
AIC
297
Archer Investment Corporation
Indiana
$62.7K – – –
LFG
298
Larson Financial Group
Missouri
$53.9K – – –
GT
299
Glenmede Trust
Pennsylvania
$53.2K -$13.7K -90 -20%
RFA
300
Resurgent Financial Advisors
Georgia
$51.9K -$3.04K -20 -6%
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12
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