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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 %
EFS
276
Essex Financial Services
Connecticut
$281K -$13.2K -78 -4%
EH
277
Equitable Holdings
New York
$281K +$281K +1,660 New
MGWA
278
Monument Group Wealth Advisors
Massachusetts
$277K +$277K +1,634 New
Fisher Asset Management
279
Fisher Asset Management
Washington
$270K +$11K +65 +4%
CA
280
CGN Advisors
Kansas
$270K – – –
PP
281
PDS Planning
Ohio
$267K +$339 +2 +0.1%
MSAM
282
Moloney Securities Asset Management
Missouri
$263K – – –
Betterment LLC
283
Betterment LLC
New York
$257K +$257K +1,521 New
PIA
284
Panoramic Investment Advisors
Colorado
$254K – – –
WSTAM
285
Wilbanks Smith & Thomas Asset Management
Virginia
$251K – – –
CAL
286
Capital Advisors Ltd
Ohio
$249K – – –
PFG
287
Prosperity Financial Group
California
$248K -$3.89K -23 -2%
RS
288
Retirement Solution
Washington
$246K +$1.02K +6 +0.4%
AF
289
Advisornet Financial
Minnesota
$246K -$11K -65 -4%
HNB
290
Huntington National Bank
Ohio
$246K -$240K – –
ZF
291
Zega Financial
Florida
$244K +$244K +1,443 New
GOCP
292
Great Oak Capital Partners
Massachusetts
$241K +$241K +1,421 New
MAM
293
MWA Asset Management
Massachusetts
$234K -$6.94K -41 -3%
CW
294
Connectus Wealth
Ohio
$227K +$846 +5 +0.4%
HSWM
295
Hubbell Strickland Wealth Management
Louisiana
$223K +$223K +1,317 New
VCM
296
Virtue Capital Management
Tennessee
$221K +$221K +1,327 New
MSA
297
Marino Stram & Associates
Massachusetts
$220K +$220K +1,301 New
SWA
298
SFMG Wealth Advisors
Texas
$220K +$220K +1,300 New
FPW
299
Flagship Private Wealth
Massachusetts
$216K +$216K +1,277 New
WDL
300
Well Done LLC
Michigan
$215K +$215K +1,273 New
10 11
12
13 14