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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 %
IFWM
276
Institute for Wealth Management
Colorado
$350K -$31.4K -168 -8%
VBWMG
277
Von Berge Wealth Management Group
California
$348K +$187 +1 +0.1%
TTWM
278
TCV Trust & Wealth Management
Virginia
$348K -$60.4K -323 -15%
CAL
279
Capital Advisors Ltd
Ohio
$344K +$68.6K +367 +25%
CMBA
280
C.M. Bidwell & Associates
Hawaii
$343K – – –
ACI
281
Alpha Cubed Investments
California
$339K -$67.8K -363 -17%
CIA
282
Compass Ion Advisors
Pennsylvania
$329K -$9.53K -51 -3%
William Blair & Company
283
William Blair & Company
Illinois
$325K – – –
EL
284
EWA LLC
Pennsylvania
$319K +$932 +5 +0.3%
AWM
285
Accurate Wealth Management
Florida
$318K -$2.83K -16 -0.9%
DAS
286
Diversify Advisory Services
Utah
$316K +$316K +1,694 New
EFS
287
Essex Financial Services
Connecticut
$315K +$4.86K +26 +2%
HPC
288
Hobart Private Capital
North Carolina
$314K -$4.7M -25,146 -94%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$307K -$19.2K -103 -6%
MGWA
290
Monument Group Wealth Advisors
Massachusetts
$306K +$1.12K +6 +0.4%
MAM
291
MWA Asset Management
Massachusetts
$305K +$46.7K +250 +18%
VF
292
VitalStone Financial
Texas
$293K +$72.8K +389 +33%
MSAM
293
Moloney Securities Asset Management
Missouri
$291K – – –
CA
294
CGN Advisors
Kansas
$287K -$11.2K -60 -4%
HWM
295
HRC Wealth Management
Idaho
$286K +$50.5K +270 +21%
OIA
296
OneDigital Investment Advisors
Kansas
$285K +$285K +1,524 New
WSTAM
297
Wilbanks Smith & Thomas Asset Management
Virginia
$277K – – –
PFG
298
Prosperity Financial Group
California
$276K +$1.87K +10 +0.7%
PCS
299
Personal CFO Solutions
New Jersey
$276K +$276K +1,476 New
LSIA
300
LaSalle St. Investment Advisors
Illinois
$275K – – –
10 11
12
13 14