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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

419 hedge funds and large institutions have $2.89B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+12
Holders Change %
+2.95%
% of All Funds
6.09%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
46
Increased
135
Reduced
113
Closed
26
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$1.58M

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$29.3M
2
Bank of America
Bank of America
North Carolina
$313M
3
AC
Apella Capital
Connecticut
$77.8M
4
WA
Win Advisors
Florida
$12M
5
NYLIM
New York Life Investment Management
New York
$119M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$296K
2
MFA
McClarren Financial Advisors
Pennsylvania
$3.27M
3
GM
GeoWealth Management
Illinois
$4.02M
4
EE
EWG Elevate
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
AE Wealth Management
Kansas
$374K -$173K -876 -32%
VBWMG
277
Von Berge Wealth Management Group
California
$370K +$991 +5 +0.3%
DAS
278
Diversify Advisory Services
Utah
$369K +$25.9K +128 +8%
TTWM
279
TCV Trust & Wealth Management
Virginia
$367K – – –
AWM
280
Accurate Wealth Management
Florida
$366K +$1.22K +6 +0.3%
CMBA
281
C.M. Bidwell & Associates
Hawaii
$362K -$395 -2 -0.1%
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$361K -$223K -1,130 -38%
Corient Private Wealth
283
Corient Private Wealth
Florida
$359K +$141K +715 +65%
CCAL
284
City Center Advisors LLC
Michigan
$358K – – –
PCS
285
Personal CFO Solutions
New Jersey
$355K +$64.3K +326 +22%
Marshall Wace
286
Marshall Wace
United Kingdom
$350K +$350K +1,775 New
ACI
287
Alpha Cubed Investments
California
$346K -$11.8K -60 -3%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$346K +$21.7K +110 +7%
EL
289
EWA LLC
Pennsylvania
$344K +$1K +5 +0.3%
BCM
290
Brookstone Capital Management
Illinois
$340K +$68.8K +342 +25%
RWM
291
Revisor Wealth Management
Ohio
$337K +$337K +1,708 New
CA
292
Clearstead Advisors
Ohio
$332K +$332K +1,683 New
CIA
293
Compass Ion Advisors
Pennsylvania
$329K – – –
MGWA
294
Monument Group Wealth Advisors
Massachusetts
$323K – – –
MAM
295
MWA Asset Management
Massachusetts
$317K -$4.93K -25 -2%
BF
296
Brooklyn FI
New York
$311K +$311K +1,577 New
HPC
297
Hobart Private Capital
North Carolina
$311K -$20.5K -104 -6%
MSAM
298
Moloney Securities Asset Management
Missouri
$307K – – –
CA
299
CGN Advisors
Kansas
$302K – – –
HWM
300
HRC Wealth Management
Idaho
$302K – – –
10 11
12
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