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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

423 hedge funds and large institutions have $3.09B invested in Vanguard Mega Cap 300 Index ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
34
Increased
159
Reduced
126
Closed
24
Calls
$207K
Puts
$248K
Net Calls
-$41K
Net Calls Change
-$278K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
+$20.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.3M
3
AUB
Atlantic Union Bankshares
Virginia
+$16.9M
4
GM
GeoWealth Management
Illinois
+$14.1M
5
AC
Apella Capital
Connecticut
+$11.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$20.8M
2
NYLIM
New York Life Investment Management
New York
-$17M
3
WA
Win Advisors
Florida
-$12M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.78M
5
Goldman Sachs
Goldman Sachs
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
276
Personal CFO Solutions
New Jersey
$410K +$37.6K +182 +10%
SEIA
277
Signature Estate & Investment Advisors
California
$400K +$7.65K +37 +2%
VBWMG
278
Von Berge Wealth Management Group
California
$398K +$1.28K +6 +0.3%
DAS
279
Diversify Advisory Services
Utah
$396K +$12.2K +58 +3%
Betterment LLC
280
Betterment LLC
New York
$384K +$82.4K +399 +27%
Fisher Asset Management
281
Fisher Asset Management
Washington
$384K -$15.9K -77 -4%
CMBA
282
C.M. Bidwell & Associates
Hawaii
$379K – – –
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$378K – – –
EL
284
EWA LLC
Pennsylvania
$369K +$1.28K +6 +0.3%
EFS
285
Essex Financial Services
Connecticut
$364K -$93.4K -444 -20%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$364K +$1.65K +8 +0.5%
CIA
287
Compass Ion Advisors
Pennsylvania
$363K -$620 -3 -0.2%
AWM
288
Accurate Wealth Management
Florida
$361K -$14.4K -69 -4%
CA
289
Clearstead Advisors
Ohio
$348K – – –
MGWA
290
Monument Group Wealth Advisors
Massachusetts
$341K +$1.86K +9 +0.5%
RWM
291
Revisor Wealth Management
Ohio
$340K -$13.2K -64 -4%
LSIA
292
LaSalle St. Investment Advisors
Illinois
$336K -$246K -1,190 -42%
AWM
293
AE Wealth Management
Kansas
$327K -$65.5K -317 -17%
MAM
294
MWA Asset Management
Massachusetts
$327K -$5.37K -26 -2%
BCM
295
Brookstone Capital Management
Illinois
$325K -$24.2K -117 -7%
MSAM
296
Moloney Securities Asset Management
Missouri
$322K – – –
HPC
297
Hobart Private Capital
North Carolina
$320K -$5.99K -29 -2%
HNB
298
Huntington National Bank
Ohio
$319K -$287K – –
HWM
299
HRC Wealth Management
Idaho
$318K +$2.07K +10 +0.7%
CA
300
CGN Advisors
Kansas
$313K -$3.51K -17 -1%
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