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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
UBS Group
Switzerland
$50.1M
4
CAN
Cetera Advisor Networks
California
$8.25M
5
NYLIM
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$196M
4
Truist Financial
Truist Financial
North Carolina
$29.5M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGC
301
Slocum, Gordon & Co
Rhode Island
$4.81K +$4.81K +36 New
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$3.71K +$3.71K +28 New
RG
303
Retirement Group
California
$3K +$3K +16 New
CFO
304
CVA Family Office
Colorado
$2.65K – – –
HCP
305
Hexagon Capital Partners
Arkansas
$2.55K – – –
BEI
306
Benjamin Edwards Inc
Missouri
$2K – – –
DF
307
DecisionPoint Financial
Arizona
$1.06K +$1.06K +8 New
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
– -$10.3M -82,632 Closed
CI
309
CX Institutional
Indiana
– -$6.97M -55,798 Closed
JWM
310
Jackson Wealth Management
Florida
– -$2.53M -20,297 Closed
AWA
311
Arete Wealth Advisors
Illinois
– -$702K -5,621 Closed
CG
312
Colony Group
Massachusetts
– -$609K -4,880 Closed
CWM
313
Cranbrook Wealth Management
Michigan
– -$419K -3,359 Closed
RWP
314
RWA Wealth Partners
Massachusetts
– -$375K -3,006 Closed
IFA
315
Index Fund Advisors
California
– -$364K -2,916 Closed
WWM
316
Western Wealth Management
Colorado
– -$278K -2,227 Closed
Renaissance Technologies
317
Renaissance Technologies
New York
– -$212K -1,700 Closed
SWA
318
SFMG Wealth Advisors
Texas
– -$201K -1,617 Closed
Simplex Trading
319
Simplex Trading
Illinois
– -$149K -1,200 Closed
LSA
320
Lansing Street Advisors
Pennsylvania
– -$68K -544 Closed
FIA
321
FNY Investment Advisers
New York
– -$62K -500 Closed
MAM
322
Meeder Asset Management
Ohio
– -$47K -376 Closed
AA
323
Addison Advisors
Vermont
– -$28K -221 Closed
HGERS
324
Householder Group Estate & Retirement Specialist
Arizona
– -$27K -220 Closed
OPW
325
Oxler Private Wealth
New York
– -$19.2K -200 Closed
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